Nimbus cloud document management helped Oculus Financial Services Group move from desktop to cloud. The firm needed a solution that worked with Xero Practice Manager. Nimbus made it easier to share d...ocuments and use digital signatures. The team saw efficiency gains, especially in administration. Printing and postage costs went down. Online questionnaires will bring more efficiency for staff and clients.
Nimbus helped Gold Group Consulting move from server-based document management to the cloud. The team found the switch easy, with setup taking about a week. Nimbus syncs well with XPM, letting them u...se custom fields and send targeted newsletters. Automated email reminders save time for both partners and admin staff. The firm saves at least one to two hours per week per person on document tasks, with even more time saved for admin teams. Server costs dropped as they moved all documents to Nimbus.
Nimbus CDM helped Gregory Stott & Associates, also known as CatsTax, move their accounting firm to the cloud. They needed a better way to manage client documents and digital signatures. Nimbus provid...ed a cloud document management system with digital signing and client filing. The switch required discipline but made document uploads part of daily work. Nimbus gave strong support during the move and helped CatsTax work from anywhere with just a browser.
Nimbus helped Monteck Carter move from a paper-based office to a cloud document management system. The firm now scans and saves all documents to the cloud, making it easy to resend and attach files f...or clients. Integration with Xero saves time by updating client details automatically. Monteck Carter reports a 70% time savings in administration and faster client quote acceptance. The office is now paperless, enabling remote work and reducing costs.
Nimbus helped ProAdvice move from MYOB and SuiteFiles to a cloud document management system that works with Xero. ProAdvice needed better document control, search, and integration after issues with t...heir old systems. Nimbus made version control easy, stopped accidental file loss, and improved search and document linking. The integration with Xero cut down on double data entry. Tasks that used to take an hour now take five minutes. The cloud system made remote work during COVID-19 simple and efficient.
Nimbus Portal helps TABS Super Fund Auditors manage remote teams and secure sensitive documents. The cloud document management system supports workflow monitoring and integrates with Asana for task t...racking. Catherine Price values Nimbus for its Australian-based servers and easy-to-use interface. The Email Job function lets her send urgent emails to all clients quickly. Nimbus improves efficiency and supports a deadline-driven business.
