Document management all in the one place
See how Nimbus Document Manager helps Australian and New Zealand practices manage,
store and securely send unlimited documents and digital signatures.
Connect documents in real-time
A single source of truth that syncs documents instantly online with your other software, giving you up-to-date version control you can trust.
Connect multiple solutions into one
Forget the constant learning and switching between multiple disconnected software. Nimbus rolls e-signatures, client portals and a document manager into one.
Connect operations with automation
Complete low value compliance tasks quickly and collaboratively using automated reminders, approvals, signatures and edits.
Connect storage to the cloud
Cloud-based document storage provides the peace of mind that your documents won't get lost or damaged as a result of relying on physical servers and hard drives.
Nimbus also works seamlessly with other practice management and compliance software
Nimbus doesn’t just integrate with MYOB practice solutions, but it connects with your existing practice management or CRM systems to help you create and store documents, access your archive, and deliver these documents to clients securely.
Additional ways Nimbus helps practices free up time
Securely share documents with staff and clients
Digitally sign documents and track signatures with ease
Create custom workflows and track client activity
Collaborate on documents with your team and clients
Easily track and follow up on documents and online checklists
Manage emails and eliminate the need for email attachments
Here’s what our satisfied customers have to say
Increased efficiency
"Checklists at the beginning of each financial year was a huge expense with administration time, paper costs, editing of word documents and also having paper information to collate, file and/or scan into our system. Nimbus Webform Checklists have made this more efficient and cost-effective."
- Gilligan Sheppard
"The fact that Nimus integrates with Xero and automatically updates email addresses and client details has been a life-saver for us. From an administrative point of view, Nimbus saves us 70% of time. It is a huge cost saving!"
- Monteck Carter
Time saved
"Nimbus is not only time saving for us, our clients love it. We moved from another electronic document system due to Nimbus’s easy to use client portal and it has exceeded our expectations. Highly recommended as an overall solution for all document and portal needs."
- AstroTax & Accounting
"Nimbus has saved us time in printing and scanning, paper and postage. In has also increased the productivity of our team."
- Bongiorno Group
Enhanced functionality
"We initially bought Nimbus to solve our GDPR problem, but now that we know what it really can do, we love it!"
- Number Crunchers (Sheffield)
"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."
- TABS Super Fund Auditors
Document mastery
"What we love about Nimbus is the visibility it gives us over our documents."
-ProAdvice
"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."
-CatsTax – Sydney
"Oculus Group chose Nimbus because it has features which allow us to collaborate more effectively with our clients."
-Oculus Group
Ready to save time managing your documents with Nimbus?
To get started, complete the form and one of our helpful specialists will get in touch.
Frequently asked questions
Where are the servers located / Where is my data hosted?
Nimbus has servers in Australia, USA, UK and South Africa.
If you purchase an account via the web, the system will verify your location and create your Nimbus account on the appropriate regional host.
How is the data backed up?
Backups are included as part of the subscription. Data is dynamically backed up by Amazon Web Services as part of their core service, providing offsite backups and disaster recovery.
Do I have to commit to a long-term contract?
No, your account with Nimbus is month-to-month with no lock-in contracts.
Does Nimbus offer a free trial?
No, we do not offer a free trial version. Our product is honed to compliment and enhance your systems, we provide professional advice on how to do that best. In exchange for our consulting time, we require an account purchase. However, once you have signed up there is a month-to-month subscription, which can be cancelled at any time.
What happens to my data if I decide to cancel my subscription?
We will assist you to download a copy of your data as it is your data and belongs to you. The files will be provided in the same logical folder hierarchy as it was stored in Nimbus. When you cancel your subscription, your data will be removed from our servers after 180 days (as per our Terms and Conditions).
What level of support does Nimbus provide?
We provide email, telephone and online support.
Do we need training?
With Nimbus Basic, 2 hours of training is recommended.
With Nimbus Business and Professional, the system is matched to your internal processes, and training is recommended in order for you to get maximum results. Training is tailored to your requirements.
Please refer to our Training pages for more information on what is covered during the training: www.nimbusportals.com/training/
Do client records need to be set up and maintained manually?
We will assist you to download a copy of your data as it is your data and belongs to you. The files will be provided in the same logical folder hierarchy as it was stored in Nimbus. When you cancel your subscription, your data will be removed from our servers after 180 days (as per our Terms and Conditions).
Is there a limit to how many clients are able to use the portal?
No. With any Nimbus subscription, there are no limits to the number of Clients who can login to the Nimbus Portal. Any Nimbus subscription is priced by the number of staff in the Business, and as such gives us a metric for the size of the account.
Can I send multiple documents or only single pages for signing?
With Nimbus Basic you can share as many documents as you wish and request that the documents be signed. With Nimbus Professional you have the ability to send custom emails to Clients. Moreover, you can set up automatic reminder emails for the client contacts who are tardy in signing documents.
Can I download multiple files or entire folders in bulk?
Yes. This is possible with Nimbus Business and Professional. Nimbus uses a module called Nimbus AutoMate which is installed locally on your server / PC.
This synchronises the data that is stored in your Nimbus account to a local location (on your server / PC). The synchronisation process can be configured to:
sync from the local store to Nimbus
sync from Nimbus to the local store
sync both ways
Larger businesses use this option so that they do not need to manually download information that has been uploaded to the Nimbus account by their clients. Whatever is uploaded, is then automatically synced down to the local folder store.
Do the Webform Checklists come with templates / content?
The standard email templates and library of some 40 Webform Checklists are included in the Nimbus Professional subscription. The standard Webform Checklists can then be used as a template to customise as well as the email templates, or both can be created from scratch.
Can I preview files before downloading?
Yes, Nimbus is able to display documents in the system without having to download. File types include:
PDF files
Microsoft Word documents
Excel files
PowerPoint files
Image files (jpg, png, bmp, etc).
Does Nimbus have a 'mail merge' feature so that we can easily merge templates (letters, reports and other documents) to specific clients and client groups?
Yes. Nimbus allows you to setup any number of document templates (these can be either word based or excel based) which then allows you to create documents for your clients based off these templates. The pre-defined mail merge fields will be populated with the client contact information on document creation.
Can I log into the portal from the Nimbus Portal Solutions website?
No, you are unable to log in to your Nimbus portal from this website. If you do not have a URL link saved, please visit your accountant's or service firm's website, or in the case where there is no link, please contact your accountant or service firm for a link to login.