Your Nimbus subscription uses our secure client portal software which includes unlimited Secure Client Portals for ALL of your Clients. Our cloud based client portal allows your clients access to their own secure login to view documents and information you share with them while safely sharing information with your business.
Nimbus’ cloud based client portal establishes a secure and consistent connection between you and your clients. Our secure client portal
software features keep everyone in the loop, improve efficiency, and creates a flexible teamwork environment.
Provides 24/7 access to their own secure portal – Staying up to date with the latest information helps save time which is why maintaining the ability to communicate freely is so important.
Securely share files with your clients – Our client portal software uses world leading features and optimal procedures for your protection and safekeeping.
Online editing, viewing and signing – Revisions and signatures are streamlined and easy to implement.
Collaborate and have file conversations – Your team and clients can conveniently work together to keep their projects up to date.
Efficiently manage work progress and streamline client lists with our cloud based client portal to save time and effort during your workday.
Finding and communicating with clients is easy when using our secure client portal software to generate automatic notifications and organise
accounts by type.
Create filtered client lists - Manage and coordinate with your clients easily.
Communicate in bulk by client type - Provide better customer service by easily choosing the perfect group of clients for a new campaign or product.
Automatic document workflow - Stay organised, lower the number of errors, and make it easy to retrieve your data.
Send clients automated reminders - Hassle free and dependable method of routinely communicating with your clients.
Our client portal features everything you need at your fingertips while being easily accessible and always available, taking stress out of your workday. Having one central place for your documents makes it simple to track them and stay current with tasks.
Client activity tracking - Keep your clients happy and engaged by staying knowledgeable about their current projects and aware of their situation.
Digital document signing - Secure, convenient, and unlimited with a monthly subscription.
Access to webform checklist - Easily create the customized and professional looking forms you need.
Virtual In-Tray providing to-do list - Nimbus makes it uncomplicated to keep current with all your assignments, assign work as needed, or provide feedback to your team.
Nimbus’ cloud based client portal provides you with a comprehensive and uncomplicated document management system to make your business more efficient and profitable. Our client portal software uses cutting edge encryption technology and integrates with numerous software titles and apps while providing a diverse number of useful features:
Automatically sync client & contact details with your Practice / CRM system
Unlimited clients & client portals
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