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Integrate with Account Kit

How It Works

Set a default folder per client Drag and drop files onto any of the tools to upload them to the client folder and create a link to that file Once linked the document can be previewed or downloaded

Integrate Nimbus with Account Kit and securely create access to client source documents. Add on Nimbus CDM for a full featured Cloud Document Management system.

Create links to source documents across all Account Kit toolsets without having to go back to the DMS to find things.

Select Default Client Folder in Nimbus

Link Document from Nimbus into Mail Register

Showing the Linked Document in Mail Register

Showing the Linked Document in Equipment Finance Register

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Save time. Work remotely. Communicate better.

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