In-Tray showing document tasks to action
Easily delegate tasks to other staff
View In-Trays of other staff
Automated document task workflow
Task Management
Stay on Top of Your Tasks
Stay on Top of Your Tasks
In-Tray showing document tasks to action
Easily delegate tasks to other staff
View In-Trays of other staff
Automated document task workflow
Track Email Communication Tasks
Create once-off or recurring email job tasks
Track the status of all email tasks via dashboard
Approval workflow for sending out email jobs
Auto-reminders will be sent for pending tasks
Track Email Communication Tasks
Create once-off or recurring email job tasks
Track the status of all email tasks via dashboard
Approval workflow for sending out email jobs
Auto-reminders will be sent for pending tasks
Online Web Forms and Checklists
Customise online checklists for clients
Ability to request documents and other information
Track the status of all web form tasks via dashboard
Auto-reminders will be sent for pending tasks
Online Web Forms and Checklists
Customise online checklists for clients to submit
Ability to request documents and other information
Track the status of all web form tasks via dashboard
Auto-reminders will be sent for pending tasks
More Features and Benefits...
Customise and save multiple dashboard views
Powerful search, filtering and sorting functions
Staff / Team email job task approval workflow
Custom branding of web form checklists
More Features and Benefits...
Customise and save multiple dashboard views
Powerful search, filtering and sorting functions
Staff / Team email job task approval workflow
Custom branding of web form checklists
What our clients have to say
CatsTax
“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, Director
TABS Super Fund Auditors
“I just used your email job function for the second time ever, it’s just awesome. Simple and quick, banged out an urgent email to all clients in one hit, and it looks professional.”
Catherine Price, Principle Auditor
Oculus Group
“Oculus Group chose Nimbus because it has features which allow us to collaborate more effectively with our clients.”
Tim O’Hara, Practice Manager