Does NuvenarHub replace Karbon, Senta, or IRIS Practice Engine?

For firms under 15 fee-earners, yes for most workflows: client comms, onboarding pipeline, deadline reminders, document chasing, proposal management. For larger firms, we run alongside a dedicated practice-management system that handles job time, WIP, and billable-hour reporting at scale.

How does WhatsApp fit with AML and client-money regulations?

NuvenarHub stores conversation data in the EEA and is UK GDPR aligned. AML ID collection uses secure upload links, not WhatsApp attachments, so client-money and identity data land in a compliant document store. Consent capture is PECR aligned.

Can I run fixed-fee proposals with e-signature?

Yes. Native contracts and e-signature included. Proposal template per client size (sole trader, small ltd, medium ltd), sent by email or WhatsApp, signed on the client's phone, engagement letter attached to the deal, first-fee Stripe payment link included.

How does the deadline reminder system work?

Each client carries their year-end and quarterly VAT dates. Workflows fire 30 days before with a document-request WhatsApp, then again at 14 days, 7 days, and 2 days if the docs have not arrived. Reduces the last-minute scramble to a rare exception.

Can I use this for bookkeeping-only clients on a monthly cadence?

Yes. Monthly receipt chase, monthly reconciliation confirmation, quarterly management-accounts delivery, all as templated workflows firing on the schedule you set per client. Cuts the monthly admin per client by roughly two hours in most bookkeeping practices.

Does it integrate with Xero or QuickBooks?

Xero and QuickBooks feed into the client record via Zapier or webhook. Invoice-paid status, VAT return submitted, and overdue receivables all sync to the CRM. Native integration on the roadmap.

Does NuvenarHub replace Karbon, Senta, or IRIS Practice Engine?

For firms under 15 fee-earners, yes for most workflows: client comms, onboarding pipeline, deadline reminders, document chasing, proposal management. For larger firms, we run alongside a dedicated practice-management system that handles job time, WIP, and billable-hour reporting at scale.

How does WhatsApp fit with AML and client-money regulations?

NuvenarHub stores conversation data in the EEA and is UK GDPR aligned. AML ID collection uses secure upload links, not WhatsApp attachments, so client-money and identity data land in a compliant document store. Consent capture is PECR aligned.

Can I run fixed-fee proposals with e-signature?

Yes. Native contracts and e-signature included. Proposal template per client size (sole trader, small ltd, medium ltd), sent by email or WhatsApp, signed on the client's phone, engagement letter attached to the deal, first-fee Stripe payment link included.

How does the deadline reminder system work?

Each client carries their year-end and quarterly VAT dates. Workflows fire 30 days before with a document-request WhatsApp, then again at 14 days, 7 days, and 2 days if the docs have not arrived. Reduces the last-minute scramble to a rare exception.

Can I use this for bookkeeping-only clients on a monthly cadence?

Yes. Monthly receipt chase, monthly reconciliation confirmation, quarterly management-accounts delivery, all as templated workflows firing on the schedule you set per client. Cuts the monthly admin per client by roughly two hours in most bookkeeping practices.

Does it integrate with Xero or QuickBooks?

Xero and QuickBooks feed into the client record via Zapier or webhook. Invoice-paid status, VAT return submitted, and overdue receivables all sync to the CRM. Native integration on the roadmap.

NuvenarHub for Accountants and bookkeepers

CRM for UK accountants, bookkeepers, and tax advisers.

UK accounting firms run Xero, QuickBooks, or Sage for the ledger, TaxCalc or IRIS for compliance, and Karbon or Senta for practice management. Nothing owns the client relationship. Onboarding a new client takes six back-and-forth emails to gather the AML docs, the bank statements, the previous accountant's handover. HMRC deadlines slip because the receipt chase went into the client's spam folder. Referrals go uncollected because nobody follows up with the happy client three months in.

Start 7-day Pro trial See pricing

Reviewed 2026-08-23

Why NuvenarHub

Built for the way accountants and bookkeepers work.

01
Client-onboarding pipeline with a checklist (AML ID, proof of address, previous accountant contact, engagement letter signed, bank feed authorised), each item chased via WhatsApp automatically.
02
HMRC deadline calendar per client: VAT return, corporation tax, self-assessment, PAYE, all with 30-day and 7-day nudges via WhatsApp before the deadline.
03
Document-chase workflow: request receipts, bank statements, or dividend vouchers via WhatsApp with a secure upload link, with escalation to phone call if silent for 5 working days.
04
Proposal pipeline for new-business enquiries, with fixed-fee package tiers, engagement letter, and Stripe payment link for onboarding fee.
05
Referral-request workflow at month 3 and month 12 of a client relationship, sent to the tag of clients rated positively on your latest CSAT.

In the field

What it looks like in the wild.

A four-partner Manchester accounting firm runs client onboarding, VAT and CT deadline chasing, and referral requests through NuvenarHub. Onboarding from enquiry to first-fee-paid dropped from 21 days to 8 days. Missed HMRC deadlines fell to zero across the last two quarters.

. Accountants and bookkeepers FAQ

Questions we get from this vertical.

If the answer is not here, send the question to support@nuvenar.com. Replies inside one working day.

For firms under 15 fee-earners, yes for most workflows: client comms, onboarding pipeline, deadline reminders, document chasing, proposal management. For larger firms, we run alongside a dedicated practice-management system that handles job time, WIP, and billable-hour reporting at scale.
NuvenarHub stores conversation data in the EEA and is UK GDPR aligned. AML ID collection uses secure upload links, not WhatsApp attachments, so client-money and identity data land in a compliant document store. Consent capture is PECR aligned.
Yes. Native contracts and e-signature included. Proposal template per client size (sole trader, small ltd, medium ltd), sent by email or WhatsApp, signed on the client's phone, engagement letter attached to the deal, first-fee Stripe payment link included.
Each client carries their year-end and quarterly VAT dates. Workflows fire 30 days before with a document-request WhatsApp, then again at 14 days, 7 days, and 2 days if the docs have not arrived. Reduces the last-minute scramble to a rare exception.
Yes. Monthly receipt chase, monthly reconciliation confirmation, quarterly management-accounts delivery, all as templated workflows firing on the schedule you set per client. Cuts the monthly admin per client by roughly two hours in most bookkeeping practices.
Xero and QuickBooks feed into the client record via Zapier or webhook. Invoice-paid status, VAT return submitted, and overdue receivables all sync to the CRM. Native integration on the roadmap.

Start the 7-day trial.

Most operators in accountants and bookkeepers earn the subscription back in the first month from recovered bookings or faster proposals. Card on file, £0 during the trial, cancel from the dashboard.

Start 7-day Pro trial Book a 30-min demo

Other verticals

CRM for UK accountants, bookkeepers, and tax advisers.

Built for the way accountants and bookkeepers work.

What it looks like in the wild.

Questions we get from this vertical.

Start the 7-day trial.

Same product, different playbook.

Leave your details. We reply the same working day.