Every client, every deadline and every adjusting entry in one place — with an accountant seat that's free on every file, permanently. Not a trial. Not a discount off the client's bill.
Most accounting software gives a firm a way to open each client one at a time. The rest of practice management — who's doing what, what's due, what you're waiting on — is somebody else's subscription. Here it's the same product.
Your whole book on one screen, with the state of each file on it — what's reconciled, what's owing, what's waiting on you. Open any client without logging out of anything.
Add your staff, assign them the clients they look after, and invite people who've never heard of Nummo — they don't need an account first.
Tasks and deadlines across every client, generated on a schedule from recurring templates, so the year's compliance work exists before anyone remembers to create it.
There's a set of things only the accountant should be doing, and in most software the client can do all of them. Nummo gates them at the API — an owner or a member simply cannot post an adjusting entry, and it isn't a hidden menu, it's a refusal.
GST/HST filing frequencies, payroll remittance schedules, T4 and T5018 season, year-ends — the recurring work generates itself against each client's own dates, and a due-soon digest lands in your inbox before anything is late rather than after.
Not a trial, not a discount — no charge for the accountant seat on any plan, on every client file, permanently.
Switch between client companies instantly. No separate passwords, no logging out, no per-client billing.
GST/HST, payroll remittances, T4s and year-ends across your whole book, with deadlines surfaced before they bite.
Assign engagements, track what's done and see where a file is stuck — without a separate practice-management subscription.
Matters, client trust ledgers and three-way reconciliation for firms serving lawyers — at no extra cost.
Appear in Find an Advisor and get introduced to businesses looking for help in your province.
We do the migration from QuickBooks or Xero ourselves, free, for every client you bring across — customers, vendors, history and opening balances. You review it; you don't rebuild it.
Illustrative — tier names and requirements are still being settled with our first partner firms.
Any practising accountant or bookkeeper
Complete Nummo certification
By invitation, for established practices
You'll need a working email address and an active Nummo account to complete the partner application. Setting one up takes a minute and costs nothing.
Tell us about your firm — where you practise, your designation, how many clients you look after, and the specialties you want to be found for in the advisor directory.
We verify your designation with the relevant provincial body and come back to you. Most applications are answered within two business days.
We verify every applicant's designation with their provincial body before listing them. It keeps the directory worth something — to you and to the businesses using it.
Tell us where your books live today and we'll show you exactly what switching looks like — usually a single call and a file.