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Nimbus

Name: Nimbus
Rating: 4.5 (2 reviews)

By Nimbus Portal Solutions

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Highlights : About Nimbus

Optical character recognition

Business management console

Practice management integration

Bank grade security / encryption technology

Choice of themes and custom branding

About Nimbus

Nimbus is a cloud document management platform with a secure integrated client portal for businesses of all sizes. The solution combines server file storage with email communications, shared document editing, digital document signing, webform checklists, and practice management/DM database integration for a complete paperless office and streamlined workflow. Additional key features include team-based security and workflow, MS Office add-ins, and CRM integration. Nimbus includes cloud document management (CDM) with a file system and automatic document versioning which enables users to create documents from standard or user defined templates. Features include online editing and viewing for various document types, as well as MS Office add-ins for direct integration to Nimbus. Users can define custom document metadata, manipulate PDFs, rearrange pages, append files, apply custom stamps, and more. Nimbus CDM also features search functionality, full text keyword analysis, various display modes and custom views, as well as flat file and folder based user interfaces. Users can share documents with their clients via the client portal and use the Nimbus Common Document tool which includes features for client communication, digital document signing, document storage, and a method for sending and receiving documents.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Optical character recognition

Business management console

Practice management integration

Smart webforms and checklists

Bank grade security / encryption technology

Simple drag and drop process on any device

Register a personal identification with Nimbus

Choice of themes and custom branding

Customizable standard email templates

Online editing and viewing for key document types

Full text keyword analysis and search function

MS Office add-ins offer integration directly to Nimbus

Clients can book appointments online

Appointment management

Calendar & availability management

Benefits

Choose a theme to match the corporate website and customize emails to clients with custom branding, logos and banner headings.

The Nimbus client portal serves a workspace where clients can edit and create documents online, maintain their contact details, and interact with staff via file conversations.

Share and sign a single document in the cloud without having to upload, download or duplicate documents with Nimbus.

Manage and maintain client contact relationships via the client database in the cloud, and view a full history of client events and client information via mobile device.

Integration to various CRM systems allow users to streamline processes and run a paperless business. Third party systems include Xero, WorkflowMax, GreatSoft, CCH iFirm, Myob, Sage Handisoft and more.

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