A client who feels informed is a client who stays.
When your client can see their estimated tax position, understand what is driving it, and see savings already identified for their business, they feel what proactive advice actually means.
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Give your clients the visibility they deserve.
If you are managing SME clients and want to move from reactive to proactive client advice and relationships, we would like to show you what that looks like.
Right now, your clients are guessing.
They are making decisions about hiring, paying dividends, and buying equipment without knowing the tax impact. Reliefs go unspotted. Savings conversations do not happen. They find out what they owe at year-end. By then, the window to act has closed.
Your clients experience you once a year. At year-end. Under pressure.
Without live visibility, that is the relationship. NAADI does not replace your judgement. It makes your value felt throughout the year. Not just at year-end.
Your clients get clarity. Your firm gets credit.
As bookkeeping data changes throughout the year, your clients' estimate updates. They see what they owe, what is driving it, and the savings NAADI has already helped you spot. No extra workload for your team. Just a better experience for your clients, powered by NAADI, delivered by you.
Clients get a clear, accessible view of their estimated CT position, broken down in plain language. No raw data, no jargon. Just the information they need to understand where they stand.
No. NAADI handles the groundwork so you can focus on what requires your expertise. Strategic advisory, tax planning, and the client relationship remain entirely with you.
Onboarding is handled through your practice account. Once you are set up, adding clients is straightforward. If you opt for an integration consultation, we will walk through the full onboarding process with you.
Yes. Your client data is visible only to you and your clients. We do not store any data once your file has been processed. Data protection and privacy are our highest priority.
Give your clients the visibility they deserve.
NAADI is built for UK accounting practices. Request demo access and we will show you what your clients would see.
Planning-only estimates. Not filed returns. Not submitted to HMRC.