Your Nimbus subscription includes unlimited Secure Client Portals for ALL of your Clients. Your Clients are provided access to their own secure login to view all documents and information you share with them. They are also able to securely share information with your business.
Provides 24/7 access to their own secure portal
Securely share files with your clients
Online editing, viewing and signing
Collaborate and have file conversations
Create filtered client lists
Communicate in bulk by client type
Automatic document workflow
Send clients automated reminders
Client activity tracking
Digital document signing
Access to webform checklist
Virtual In-Tray providing to-do list
Automatically sync client & contact details with your Practice / CRM system
Unlimited clients & client portals
Mobile friendly
Drag-and-drop upload facility
Document checkout / check-in facility
Can link multiple contacts to one client entity
Can link one contact to multiple client entities
Multiple login profiles for the same email address
Invite clients to the portal by sending them a custom Welcome email
Invite additional contacts for specific client entities
Ability to retract documents once shared
Private folder security option
Read-only security option
Business-wide shared folder option
Business-wide portal branding and custom Client Home page
Publish custom adverts to clients
Embed client portal login link on your business website
Clients can maintain their own contact details in the portal
Nimbus uses the Common Document principle, so there are no multiple copies of the same document floating around causing conflicts and loss of work