Centralize conversations for effortless client management.

Nextiva organizes your business conversations in one easy-to-use platform so you can reliably manage, grow, and scale your accounting firm.

Client Manager

Trusted by forward-thinking companies:


#1 Most Loved on TrustRadius 2024


2,000+ 5-star reviews

Gartner Peer Insights 2023: Customers Choice

Midsize Enterprise Choice


of firms automate some tax workflows, with 29% automating over half or all.


of firms expect significant automation impact on work performance by 2025.


of accounting leaders plan increased investment in automation to address talent gaps.

Our “tech” promise

Comprehensive tools to manage and expand your clientele.

Centralize client conversations

Keep all your client conversations in one place for a comprehensive view and easy tracking. Stay organized and respond quickly.

Grow online reputation

Secure 5-star reviews, monitor mentions, and leverage social media to build trust in your firm.

Improve team collaboration

Enhance teamwork through video meetings, team chat, and document sharing. Stay connected with our mobile and desktop app for seamless accessibility.

Centralize all of your client conversations

Access your client’s full conversation history and information in one centralized platform.

Calls, texts, video & voicemails in one view

  • Scroll through your whole conversation with the client
  • Listen or read your voicemail & reference call notes
  • Start a video meeting, make a call, or send a text
  • Record calls and video meetings for reference

Data syncs across devices

Call, texts, and contacts instantly update across your desktop and mobile app

Nextiva transformed our client conversations, keeping them all in one place and making us more organized and responsive.

Erin Simon

CEO Empire Tax Offices

Build and protect your online reputation

Amplify your digital presence and engage with potential clients while monitoring mentions.

Automate reputation and review management

Create confidence for potential clients through automated review management. Discover how Nextiva’s Customer Experience can help.

Boost social media performance without manual effort

Boost your online presence, build trust, and reach a broader audience with Nextiva Social. Manage Facebook, Twitter, and Instagram efficiently while saving your staff’s time.

Nextiva's social media and chatbot tools are a lifesaver, making client acquisition feel effortless and helping us stand out.

Stephanie Braun

Office Manager at Stonegate Property Management

Get more work done in less time with efficient collaboration

Empower your team to consistently deliver a unified, positive experience to clients.

Connect in real time

Meet with your team on video or send them a quick text. Share project status updates in team chat rooms.

The productivity boost from Nextiva's automation is a game-changer, freeing up time for client and team conversations.

Teddy Fragoso


Experience the confidence of best-in-class security

Feel confident with a secure communication platform that protects sensitive client information.

Unmatched privacy across all channels

Nextiva provides advanced encryption protocols to safeguard all communication channels –  including voice calls, messages, and video conferences. Ensure that sensitive discussions remain confidential and protected.

Protect client data, 24/7

Nextiva operates renowned data centers with robust physical and digital security measures, including access controls, surveillance, and redundant systems to protect client data against potential threats.

Our client’s security is non-negotiable – and with Nextiva, trust is built into every encrypted call, text, and interaction.

Samir Patel

VP of IT at Partners Capital Group

We help accounting firms of all types  simplify their operations, increase productivity and provide superior service using Nextiva’s AI powered platform.

H.T. Business Solution Inc

With Nextiva since 2023


Managing clients with Nextiva is a breeze; having the full conversation history in one view improves team collaboration and responsiveness.

Heidi Torres,

Accountant at H.T. Business Solution Inc

Align Wealth Strategies, LLC

With Nextiva since 2023


Nextiva’s impact on our digital presence is remarkable —it’s like having a reliable partner.

David Graves

Operations Manager at Align Wealth Strategies, LLC

"Nextiva transformed our client conversations."

Erin Simon

CEO Empire Tax Offices

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