Securely share documents with staff and clients
Digitally sign documents with ease and track signatures
Create custom workflows and track client activity
Collaborate on documents with your team and clients
Easily track and follow up on documents and online checklists
Manage emails and eliminate the need for email attachments!
Secure Client Portal
Perfect to get you started with file sharing and digital document signing. Suits small firms who need
secure client communications and digital document signing. You do not need a website to use Nimbus.
Unlimited
Storage
Unlimited
Client Portals
Digital
Document Signing
Client
Activity Tracking
Your
logo & branding
Xero
Integration (optional)
Minimum
3 users
Full Cloud Document Management with CRM / PM integration
Full Cloud Document Management (DM) product with Secure Client Portal and CRM / Practice Management
integration. Ideal for businesses looking for a Cloud Document Management system.
Unlimited
Storage
Unlimited
Client Portals
Digital
Document Signing
Client
Activity Tracking
Your
logo & branding
Full
Document Management
CRM
/ Practice integration
MS
Office Integration
Automated
File Syncing
Ultimate Paperless Office with CRM / PM integration
Complete Portal solution plus Cloud Document Management. Integration options with Xero Practice Manager,
GreatSoft, MYOB AE, WorkflowMax, CCH iFirm and many more. For the firm who requires a cloud-based solution for all document management,
client communication and leading workstyle best practices.
Unlimited
Storage
Unlimited
Client Portals
Digital
Document Signing
Client
Activity Tracking
Your
logo & branding
Full
Document Management
CRM
/ Practice integration
MS
Office Integration
Automated
File Syncing
Email
Communications
Online
Webform Checklists