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Professional - Ultimate Paperless Office

Cloud Document Management (CDM)

Fully versioned file system with automatic document versioning Permanent Archive with managed auto-Archiving Document creation from standard and user defined Templates Online Editing and Viewing for key document types (incl .xlsx .docx) MS Office add-ins offer integration directly to Nimbus Smart saving to Nimbus for Outlook emails in/out User defined document meta data (custom fields) PDF manipulation, append files, rearrange pages, apply custom stamps PDF file conversion for key document types with Digital Document Signing (DDS) Flat file & folder based user interfaces, custom Views & various display modes Drag and drop document copy / move One-click document publishing to Clients Document lock, checkout / check-in facility Staff / Team document workflow facilities with email notifications Full text keyword analysis and search function Staff / Team based folder access security

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 Portal becomes a workspace where Clients can also edit and create documents online 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 Clients can access their smart webforms Clients can book appointments online

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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

Email Communications

Send emails to one Client, all Clients, or a filtered selection of Clients Create your own stunning email templates Link to stored documents in the Nimbus Cloud Use embedded fields linked to your Client meta data Forward schedule mailouts to automatically occur on a future date Invite Clients to your Conference events

“I had been looking for a filing system for some years and I saw Nimbus CDM (cloud document management). The more I looked at Nimbus the more I thought it was the right answer – the directory based system sitting in the cloud.”

Gregory Stott – Cats Tax

Smart Webforms and Checklists

Extend Email Marketing capabilities with intelligent web forms and checklists Fast track with standard pre-built Webform templates Customise templates and reminders to your own requirements Track email responses; see when your clients received the original email and who has responded Automatic reminders which continue to remind your client until they respond Schedule auto repeating packages with checklists to request data (ideal for receiving compliance work)


Schedule meetings online with your clients Allows clients to schedule meetings with your staff Full calendar view displaying available free time Use planner to reserve resources and rooms Publish staff availability to your clients Create Conference style events with booking service Automatic waiting list management Email notifications for local calendar updates

Integration Options

Sync Client and Contact details from your Practice Management system Sync Client Contact relationships Sync files to / from local server Sync files from external document management systems

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

The Common Document™

Share and sign a single document in the cloud No uploading, downloading or duplicating

What is a Common Document? What is a Common Document?

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 Advertise your conference events with link to booking

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