Nimbus Portal Solutions

Nimbus Portal Solutions is a cloud-based client portal software that aims to provide comprehensive document management solutions for businesses. According to the vendor, this solution is designed to streamline document organization, communication, and collaboration with clients, with the ultimate goal of improving efficiency and productivity. The product is said to be suitable for businesses of various sizes, ranging from small startups to large enterprises. It caters to a wide range of professions and industries, including accounting firms, financial advisory firms, legal firms, consulting firms, and real estate agencies.

Cloud Task Management: According to the vendor, this feature allows users to streamline tasks and workflows. Users can track projects, delegate tasks, and prioritize their workflow using the in-tray feature.

Cloud Document Management: The vendor claims that this feature enables users to effortlessly manage their documents. It provides dynamic views, filtering, sorting, and easy document creation from templates. Additionally, users can enjoy unlimited and secure cloud storage, file conversations, and one-click publishing for immediate client access.

Cloud Email Management: According to the vendor, this feature allows users to centralize their email communication. Users can create custom mailing lists and email templates, send bulk or individual emails to clients and staff, and eliminate the need for unsecure email attachments. It aims to create an integrated communication hub for businesses.

Integrate with Handisoft: The vendor states that this integration allows for seamless synchronization of client and contact data from Sage Handisoft SQL to Nimbus Portal. It ensures automatic maintenance of contact-client relationships and enables secure sharing and signing of documents with clients directly from Nimbus.

Integrate with iManage: According to the vendor, this integration enables the automatic push of client and contact data from iManage to Nimbus Portal. It aims to maintain contact-client relationships without manual effort and provides secure sharing and signing of documents through the Nimbus platform.

Integrate with Accelo: The vendor claims that this integration allows for the synchronization of client and contact details from Accelo to Nimbus. It ensures up-to-date contact-client relationships and enables secure sharing and signing of documents using Nimbus Portal's robust features.

Integrate with GreatSoft: According to the vendor, this integration automates the process of pushing client, contact, and employee data from GreatSoft to Nimbus Portal. It aims to effortlessly maintain contact-client relationships and securely share and sign documents with clients.

Integrate with Xero: The vendor states that this integration enables the synchronization of client and contact details from Xero Practice Manager to Nimbus Portal. It ensures accurate and updated contact-client relationships and provides secure sharing and signing of documents using Nimbus Portal's intuitive platform.

Cloud-Based Client Portal: According to the vendor, this feature provides clients with 24/7 access to a secure portal where they can view shared documents and information. It offers world-leading security features and allows for collaboration, editing, viewing, and signing of documents online.

Microsoft Outlook Integration: The vendor claims that this integration seamlessly integrates Nimbus Portal with Microsoft Outlook using an add-in. It enables users to save Outlook emails and attachments to Nimbus for easy access and improved internal and external communication workflows. Users can also link stored documents in the cloud for convenient sharing.