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
Your Secure Client Portal
Communicate Better with your Clients
Communicate Better with your Clients
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
Save your Business Significant Time
Create filtered client lists
Communicate in bulk by client type
Automatic document workflow
Send clients automated reminders
Save your Business Significant Time
Create filtered client lists
Communicate in bulk by client type
Automatic document workflow
Send clients automated reminders
Everything in one Central Place
Client activity tracking
Digital document signing
Access to webform checklist
Virtual In-Tray providing to-do list
Everything in one Central Place
Client activity tracking
Digital document signing
Access to webform checklist
Virtual In-Tray providing to-do list
More Features and Benefits...
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
More Features and Benefits...
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
What our clients have to say
Bongiorno Group
“Nimbus has saved us time in printing and scanning, paper and postage. In has also increased the productivity of our team.”
Monteck Carter
“The fact that Nimus integrates with Xero and automatically updates email addresses and client details has been a life-saver for us. From an administrative point of view, Nimbus saves us 70% of time. It is a huge cost saving!”
Gilligan Sheppard
“Checklists at the beginning of each financial year was a huge expense with administration time, paper costs, editing of word documents and also having paper information to collate, file and/or scan into our system. Nimbus Webform Checklists have made this more efficient and cost-effective.”