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Basic - Secure Client Portal

Your Secure Client Portal

Provides your clients access to their own secure Client Portal Allows you to securely store, access and share files with your clients anytime, anywhere Clients and staff can interact via file conversations Clients can maintain their own contact details through their portal Choose who in your business receives email notifications when a client uploads or updates files Works with or without a Corporate website

Digital Document Signing

Register your personal identification with Nimbus Clients and staff can sign PDF documents Simple drag and drop process on any device Automatic document return to originator Signed documents independently verified by Nimbus Encrypted digital fingerprints

Bank Grade Security

Securely hosted in regional data centres Data transmissions occur over encrypted channels All files stored with state of the art encryption technology Replication across multiple data centres 24 x 7 physical and electronic surveillance

Unlimited Cloud Storage

Unlimited files and folders Client folder structure centrally managed Greater than 2GB maximum file size

Client Database in the Cloud

Store unlimited Clients in the Cloud Client information available on all mobile devices Full history of Client events Powerful filtering and sorting options Custom views saved for each user

Content Management System

Supports private business folders Create and edit your Client or Business Home Pages Customise your standard email templates Use embedded fields linked to your Client meta data Easy to use WYSIWYG editor for HTML

Choice of themes and custom branding

Choose a theme to match your corporate website Include your own branding with logos and banner headings Customise emails your clients receive with your own branding

Service Advertising

Create your own custom ads for your business Display ads in your Client Portal Control sequencing and timing of all ads Provide links to external websites

Optional Integration Options

Sync Client details from your Xero / WorkflowMax account Sync Client and Contact Relationships

Learn more about Xero integration Learn more about Xero integration

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