Integration with Xero Practice Manager.
No integration is available for Nimbus Basic.
Document Management integration allows you to tag a document within the DM and have that document automatically shared with your Client.
Extends integration options to include various Practice Management and Document Management systems; for example: MYOB AE PM, MYOB AO, MYOB Document Manager, APS PM, HandiSoft SQL PM, HowNow, Workflow Max, Xero Practice Manager, CCH iFirm, CCH Pfx DM, iManage and any Open SQL database.
Nimbus offers an extensive open API for use by third parties to do such things as syncing Clients and Contacts from Nimbus and downloading and uploading documents.
Please contact Nimbus Technical Support for further information.
The Common Document refers to the ability to be able to share and sign a single document in the cloud between both the Business and their Client. Thus there is no uploading, downloading, duplicating, or sharing of the document out to third party digital document providers / or portal provider. By using the Nimbus API, third parties can integrate and leverage the Nimbus Common Document.