Independent Tax Advisors
Solo and small practices — run engagements, deadlines, receipts and client comms with an AI co-pilot, without the enterprise overhead.
Tax Advisory Firms
Multi-advisor firms — shared client cases, team roles and firm-wide documents, with Nexum AI across every engagement.
Finance & wealth management
Organize client engagements, appointments and documents — with an AI co-pilot for research and communication.
Business consulting
Steer client engagements, appointments and documents — with an AI co-pilot for research and communication.
Legal firms
Organize client engagements, appointments and documents — with an AI co-pilot for drafts and research.
Insurance brokers
Organize customers, appointments and documents — with an AI co-pilot for communication and research.