Relationships that run for years, in a year with seasons
A client you take on in January will still be there in ten years. New clients nearly always come through someone you already know. And the only room for those conversations sits between the filing seasons. Nermio is where that stays on record, with roles and an audit log that can't be rewritten.
How it goes now
None of this is urgent, and that is exactly the problem.
- A business owner asked in March about moving their work to you. March was busy, and by June they had stopped calling.
- An existing client mentioned that their brother-in-law was looking for someone too. That conversation was never followed by a phone call.
- Who brought in which client is known to everyone who has been there years and to nobody who has just started.
- A colleague leaves, and with them goes whatever was going on at twenty clients.
- You know exactly which returns are outstanding, because that's in your practice software. Which conversations are outstanding, nobody knows.
What makes this profession different
You're not selling a job but years of responsibility.
Taking on a new client isn't a transaction for you: there's a first meeting, a handover from the previous adviser and a client-acceptance decision. That runs over months and often across a year end. Software that assumes a three-week sales cycle doesn't fit that; six stages with no clock on them do.
The second thing is that confidentiality here is a professional requirement, not a preference. Who can see what, and who changed what, has to be something you can point at. Not to check up on your people, but because you have to be able to show it when a client or a regulator asks.
What Nermio does about it
Five things. Two are about the relationship, three about who gets in.
A conversation with a prospective client
The company in, with who referred them and what was discussed. If there's no decision attached yet, it's a note with a task two months out, after the filing season has passed.
The year and its seasons
Tasks have a date, and that date can be far off. So in February you line up the conversations you want to have in May. Without it they drift quietly into the next busy quarter.
History that stays when people go
Every conversation and every note sits in the client's timeline, with the name of whoever recorded it. When a colleague leaves, what was going on at their clients stays — that is the only real handover there is.
Not everyone needs to see everything
Four roles, from full access to read-only. You can let someone read along without being able to change anything.
An audit log that holds
Who changed what, and when, is recorded and can't be edited afterwards. For a GDPR request or a disagreement you can show what happened instead of reconstructing it.
Several offices or trading names
Separate data, one login.
If you have two offices, or trade under more than one name, you can run several organisations side by side. The data stays apart and you switch with one login — useful when you share one practice with a colleague and the other not.
Don't start with your whole list. Your regular clients are already in your practice software; in Nermio you put the relationships that have a conversation attached. If it has to be in one go, you can import a CSV of your companies and contacts under Settings; deals and tasks you enter yourself. Getting it out again is always possible, including when you're not leaving: companies, contacts, deals and tasks come back out as CSV.
What Nermio doesn't do here
Nermio is not practice software. Returns, annual accounts, bookkeeping and timesheets stay in the packages you use for them; this holds the relationship and the conversation. Invoicing is in there, but you already have your own package for that.
There's no link to your bookkeeping or filing software, and no deadline tracking.
There's no document management, no newsletter sending and no reporting.
Start with the conversations left hanging this year
The owners you meant to speak to and the referrals you never followed up. No credit card, and you're not tied to anything.