Document Management

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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Nimbus Ended 2018 With A Bang!

Nimbus ended the latter half of 2018 with a bang!  We were on a roll these last few months, showcasing our product at 4 conferences during October and November. Here is a peek at what we did.   Accounting & Finance Show Singapore – Oct   Terrapin hosted the first ever Accounting & Finance Show
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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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Nimbus Having a Ball at Xerocon Brisbane 2018

Xerocon 2018 certainly kicked off with a bang!  With 3700 delegates attending jam-packed sessions over 2 days, our Nimbus team was armed and ready to serve all the busy feet passing through. The venue was buzzing between the session breaks. And we were delighted to see a few of our smiling clients stopping by to
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The Benefits and Risks of SaaS

[vc_row][vc_column][vc_column_text] SaaS… a Wealth of Benefits Software as a Service, also known as SaaS, has dramatically changed the landscape for both software vendors and end users. From an app that you download onto your mobile device, to multi-tiered systems used by large corporations, SaaS made significant inroads and the playing field has been levelled in
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Top security tips for firms? Stick to the cloud or encrypt everything

Security is an even bigger risk, now that the GDPR and NDB is upon us. Note that this article advocates for either encrypting everything or stick to the cloud, whereas at Nimbus we believe that you should both stick to the cloud AND encrypt everything. This article first appeared on DigitalFirst.com by Sholto Macpherson Top security
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Nimbus is Ready for the GDPR

GDPR is an abbreviation we’re all getting more familiar with. It’s the General Data Protection Regulation from the European Union, which comes into effect on May 25th 2018. And for us Australians, it is not dissimilar to our own NDB (Notifiable Data Breach scheme), which came into effect on 22nd February 2018. We are told
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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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What’s the cost of time wasting at work?

Repetitive time wasting at work lowers efficiency and profitability. Professional businesses tell us their number one workflow problem is wasting time passing information from one software product to another.  It often involves copying or exporting a document and then signing into another program to work on it, or uploading an downloading to another website. What
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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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Nimbus Training Videos

Nimbus is committed to supporting new users and your clients who are new to using a Nimbus service. There are a range of training videos which can help your clients learn how to use their Nimbus system. The videos can be accessed by your Clients via the side menu bar after they login to their
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Archive Document Filtering improved

We have improved the archive filtering function in Nimbus CDM. While migrating clients with very large database archives we introduced an improved archive filtering tool. You can now filter archived documents in the same way as on the documents grid. This drag-and-drop functionality makes it super-easy to use and search your document archive. There’s already
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How to Choose a Client Portal Software Solution

Every new software solution is never perfect for your needs.  When selecting a software-as-a-service solution it’s no different. Your job as the business expert is to make a list of critical functions and “nice to have” functionality.   The perfect balance is the system that best provides you with workflows, security and functionality that is
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CDM Secrets: A Case For Cloud Document Management

A Background on CDM Secrets CDM Secrets: The Case For Cloud Document Management Let us start by identifying Document Management (DM) to mean any software system that maintains a centralised repository of documents such that it is assists finding and organising documents, while facilitating office processes. By this definition, a DM may be anything from a
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John Woodbridge ASTA 2016 Conference

Nimbus Cloud Document Management ATSA 2016 from John Woodbridge Read More…