Business owners and Accountants tell us their number one workflow problem is wasting time passing information from one software suite to another. It often involves copying or exporting a document and then signing into another program and uploading or pasting in the information. What a drudge!
If the answer to any of these questions is “Yes”, then it is surely time to take a good look at Nimbus.
For simple, efficient workflow you need all four elements in one place working together seamlessly on a single shared document. So there is no clumsy transition between software packages.
Every matter you handle passes through at least 3 of these elements. And many firms still have separate software solutions for each. If any one element is missing, your workflow suffers and productivity declines while time taken to execute the task increases.
A client sends a spreadsheet of their rental property accounts to you. You open, save and review it, do the summary calculations and input to their tax return. This is printed to a pdf and sent to the client to sign and return before you file with the tax department.
This process takes 4 separate pieces of software: Document storage, PDF printing and manipulation, a method for sending and receiving, and typically a Digital Signature signing app. This may involve uploads / downloads, multiple copies in different places and sending docs to overseas websites.
Source Spreadsheets & Documents
PDFs
Client Communication
Digital Document Signing
Powerful Cloud Document Management for all common document types
Built-in PDF generation and manipulation
Client portal (client sign in to access shared documents with full version control)
Digital document signing