The True Cost Of Not Having A Secure Client Portal – Part 2
Are you using Dropbox or OneDrive as your client portal? Do you think that your client portal is secure? Having a Document Management System that is sitting on top of Dropbox or OneDrive as a Client Portal might sound like a good idea and an easy solution to communicate and share files with your
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Avoiding Email Attachment Hell with Nimbus
Check your inbox – how many emails do you have with attachments? It is likely that most of them are part of the same email trail. It’s a fact that email is the most popular method of exchanging information, however it comes fraught with many problems. The problem with email is that we
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Winning with Document and Email Templates in Nimbus
The morning light slots through your office window. Birds are chirping, you’re happily sipping away at your mocha while planning your day. You’ve been working hard the past three weeks to get your client database up to date. Now onto the next task – doing debtor follow-ups. “Now, where is that brilliant payment demand letter
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Effective Email Management with Nimbus Email Jobs
When it comes to effective email management & collecting information from clients, you want this process to be as painless and secure as
possible. Because, information not collected on time, equals a follow-up phone call or email later on… and for 20 clients, that means 20
calls! The pressure starts building as the deadline approaches. AND you need to
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Cloud Document Management and Client Portals, the Cure for Data Breach and Privacy Risk
Nimbus recently interviewed Alan Fitzgerald, the Founder of Practice Connections. For nearly 20 years Alan has been in the Australian tax and accounting software industry and for the last three years of those, as an independent consultant advisor to accounting firms big and small. He has spoken at local and international accounting conferences, recorded several
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How Oculus Financial Services Group Benefits from using Nimbus
A case study of Oculus Financial Services Group, Gold Coast, Australia The Organisation Oculus Financial Services Group is a Chartered Accounting firm based in the Gold Coast, Australia, providing Tax and Accounting compliance services. Having used Nimbus since 2017, we sat down with Tim O’Hara, the Practice Manager at Oculus Group, to have
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Catherine Price, Tabs Superfund Auditors uses Nimbus
A case study of Tabs Super Fund Auditors, Sydney, Australia The Organisation Catherine Price is the owner of TABS – Super Fund Auditors, a Sydney-based firm specialising in super fund audits and has been a Nimbus customer since 2014. TABS – Super Fund Auditors operate a modern distributed team of remote workers.
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