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NURA
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Tested step by step, limits shown

NURA for accountants & professional services

A practice serves clients who often own several separate companies, each with its own engagements, documents, deadlines and fees. NURA keeps the client conversation, your service fees and the follow-up work together. It coordinates the work around your accounting software. It does not replace it.

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How a practice is organised, and what NURA holds

Practice → client → separate legal companies → engagements, documents, deadlines and fees.

  1. Level 1Available

    Practice

    Your workspace: services and fees, approved FAQs, staff and their roles.

  2. Level 2Available

    Client

    A customer record with the conversation history across connected channels.

  3. Level 3Preview

    Separate legal companies

    Each company can have its own customer record, so quotes, tasks and bookings can be made for the right company. The client-to-company link is a naming convention only, not a structure NURA enforces.

  4. Level 4Preview

    Engagements

    Quotes (prepared on the Outcomes page), tasks and bookings cover the work. Recurring engagements and recurring tasks, such as a monthly document request, are not supported: each task is created by hand.

  5. Level 5Staff-handled

    Documents

    Clients send documents to your practice by email. NURA cannot yet keep one company's payroll, bank or tax documents separate from another's, so confidential financial documents stay in your existing systems.

  6. Level 6Staff-handled

    Deadlines

    Follow-up tasks with due dates, assigned to staff. NURA does not track statutory tax deadlines and does not send email reminders yet; your team enters deadlines and sends reminders from the practice mailbox.

  7. Level 7Available

    Fees

    Your service list with fixed and "from" prices. Ask NURA answers fee questions from it.

The workflow, step by step

Every step carries its current status.

  1. Enquiry arrives

    A client emails about a VAT return or company tax. The message lands in the shared inbox with the client's history.

    Available

  2. Fee question answered from your service list

    NURA drafts a reply quoting your own fees, for example a fixed VAT return fee or a "from" price for company tax.

    Available

  3. Staff approve the reply

    Nothing is sent until a member of staff approves the draft.

    Available

  4. Lead or follow-up proposed

    From the conversation, NURA proposes a lead or a document-request follow-up task. An owner or manager approves it.

    Available

  5. Quote for the right company

    An owner or manager prepares the quote on the Outcomes page, with catalogue prices enforced. Creating a quote straight from the conversation is not working yet.

    Preview

  6. Consultation booked

    Staff book the consultation on the Bookings page; double-booking is prevented. Booking straight from the conversation is not available for this business type yet.

    Preview

  7. Documents requested and received

    Requested and received by email, then filed by staff in your existing systems. WhatsApp is only for light, consented reminders, never for documents or figures.

    Staff-handled

  8. Work done in your accounting tools

    Bookkeeping, payroll, tax computation and filing stay in the tools you already use.

    Not offered

NURA's role

  • Coordinates engagements, tasks, bookings and follow-ups around each client's conversation.
  • Drafts replies from your approved FAQs and service list, for staff approval.
  • Proposes leads and follow-up tasks from a conversation; quotes are prepared on the Outcomes page.
  • Keeps role limits: client-services staff can propose, partners and managers approve and change prices.

Staff handover

  • Anything involving a tax computation, a filing or a figure from the client's books goes to the accountant responsible.
  • Questions NURA cannot answer from your records get an honest "I can't find that" and stay with staff.
  • Payment requests and payment confirmation are handled by staff using your own payment instructions.

Current limitations

  • NURA does not calculate payroll, file taxes, connect bank feeds, reconcile accounts or move money.
  • Per-company document separation is not available: confidential payroll, bank and tax documents stay in your existing systems.
  • No recurring tasks or engagements, no statutory deadline calendar, and email reminders are not delivered yet.
  • The client-to-company link is a convention, not an enforced structure.
  • Quotes are prepared on the Outcomes page; creating a quote from the conversation is not working yet.
  • Consultations are booked on the Bookings page, not from the conversation. Opening hours are not yet enforced on bookings.
  • NURA must not state tax rules on its own: deadline and compliance wording comes from FAQs your practice approves.
  • In Assist mode (recommended), every AI draft is approved by staff before it is sent.
  • WhatsApp business numbers wait for Meta's access review. Instagram and Messenger only reach testers until Meta's review is complete.
  • Exports are limited. Use the Orders and Reports screens.

Channels: Email is the channel clients use to send confidential documents; staff file them in your existing systems. WhatsApp, once your business number is connected, is only for light, consented reminders, never documents or figures.

What the labels mean

Available
Works in NURA today.
Preview
Works with stated limits, or a fix is being reviewed before release.
Provider-restricted
Built, but waiting on a provider review such as Meta or Google.
Staff-handled
NURA keeps the context. Your team completes this step.
Not offered
Outside NURA's scope. Keep using your existing tool for it.

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