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Features

Nimbus Features



Securely share documents with staff and clients


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Digitally sign documents with ease and track signatures


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Create custom workflows and track client activity


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Collaborate on documents with your team and clients


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Easily track and follow up on documents and online checklists


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Manage emails and eliminate the need for email attachments!


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Nimbus Features by Plan


Basic


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
Minimum 3 users


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Business


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


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Professional


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


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Save time. Work remotely. Communicate better.

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