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A true Cloud Document Management system with fully integrated Secure Client Portal.
Overview

A true Cloud Document Management system with fully integrated Secure Client Portal providing a rich set of features such as:

  • Document Workflow
  • Digital Signatures
  • Client Activity Tracking
  • Email Management
  • Online Checklists

All plans come with unlimited secure cloud storage and automated backups. Monthly subscription with no lock-in contracts.

Explore all features of Nimbus Portal Solutions

Nimbus Portal Solutions + Xero

Nimbus automatically synchronises your Client and Contact details directly from Xero Practice Manager to your Nimbus Portal, saving you time and eliminating manual double-entry.

Reviews & ratings

5.0
2 Reviews
5 star
(100%)
4 star
(0%)
3 star
(0%)
2 star
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1 star
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SH
Stephen Hodgkinson
Posted
We have been using Nimbus at Gold Group Consulting for approximately 2 years after moving over from another server based document management system. We hold around 10 years of documents and emails over about 3000 clients so given the size of our data set the conversion was relatively quick and straight forward. Nimbus has significantly more features than our previous document system. Support is always prompt and very helpful in solving any issues. The integration with XPM is an important feature for our firm along with the secure portal and client email system. I would highly recommend Nimbus if you are looking for a cloud based solution.
NC
Nita Coetzee
Posted
The staff at Monteck Carter have been using Nimbus for nearly over 6 years. We've also changed over from another software to XPM recently & the transition was super easy to do. We use Nimbus for our Questionnaires, Quotes, GST reminders and submitting the completed annual accounts to our clients. It is super user friendly system and the support is out of this world. We are constantly seeking opportunity to streamline our processes and to be a paperless environment and this software is crucial to our success achieving this. I would highly recommend this software for any accounting firm.
Additional info

App details

Added in 2017

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Singapore, South Africa, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@nimbusportals.com

Contact

+61 7 32791700
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