AI for tax professionals. No more chasing your clients.

Nomo AI is simple, accurate AI for tax professionals. It answers tax questions with the code cited, drafts client emails, and chases missing docs. You just approve. All from your inbox.

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Free trial. No credit card required.

Questions, or want to see it first? Talk to a human.

Nomo AI drafts your replies, does the tax research, and tracks down missing docs. You get your time back.

Nomo AI Client emails YOUR VIEW
Nomo AI lives beside your email and drafts replies with grounded answers. No more "quick questions" that blow up your day. How client emails work
Nomo AI Tax research YOUR VIEW
Tax research with Nomo AI gets answers from Claude, ChatGPT, and Gemini. No more wondering which AI is best. How tax research works
Nomo AI Client portal CLIENT'S VIEW
The Nomo AI Client Portal keeps you organized and is effortless for clients. No more chasing tax docs. How the client portal works

Your clients' data stays protected. Nothing sends without you.

How Nomo AI protects client data
  • Nomo AI passed CASA, the independent security assessment Google requires before an app can access Gmail.
  • Social Security numbers, EINs and bank account numbers are redacted before any AI model sees them. If redaction fails, nothing goes to the AI.
  • Your client data is encrypted in transit and at rest, on US servers.
  • Your client data is never used to train AI models.
  • Every reply waits for your review, and reminders only use templates you've signed off on.

Up and running in under five minutes.

  1. 01

    Sign in with Google or Microsoft.

    Tax research is ready the moment you're in.

  2. 02

    Add the Chrome extension on your computer.

    It opens beside Gmail. Nothing to configure.

  3. 03

    Send a client their portal link.

    Nomo AI works out what's missing as they upload, and follows up. Your firm's branding is optional.

Free trial. No credit card required.

See plans and pricing

Questions tax pros ask first.

Is Nomo AI accurate enough for tax work?

Nomo AI's answers cite the code sections they rely on, so you can check the source first. In tax research you can also compare Claude, ChatGPT and Gemini side by side and see where they agree. Nothing reaches a client until you've reviewed it.

Claude, ChatGPT or Gemini: which AI does Nomo AI use?

All three. In tax research, Nomo AI asks Claude, ChatGPT and Gemini side by side and shows you where they agree.

Is it safe to use with client information?

Yes. Social Security numbers, EINs and bank account numbers are redacted before any AI model sees them, your client data is never used to train AI models, and Nomo AI passed CASA, the independent security assessment Google requires for Gmail access.

How Nomo AI protects client data

Will Nomo AI email my clients on its own?

Replies are drafts. They wait in Gmail until you review and send them. Reminders about missing documents go out only from templates you've approved.

Does it work with Outlook?

Tax research works with any email, Outlook included. The inbox side panel runs in Gmail today, and Outlook is coming.

Join the Outlook waitlist

Do my clients need an account to use the portal?

No. Clients get a secure link, see exactly what you still need from them, and upload from their phone. No password to forget.

Who is Nomo AI for?

Tax preparers, Enrolled Agents and CPAs, from solo practices to growing firms. It started inside a working tax firm.

How much does it cost?

Start with a free trial, no credit card required.

See pricing

Nomo AI makes working with your clients effortless.

Your clients want speed, accuracy and no extra work. You need focus, volume and organization. With Nomo AI, there are no more trade-offs.

Free trial. No credit card required.

Questions, or want to see it first? Talk to a human.