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Nimbus Portal Solutions Logo

Nimbus Portal Solutions

Cloud document management (CDM)

see alternatives

Nimbus Portal Solutions Pricing, Features, Reviews and Alternatives

Nimbus Portal Solutions product overview

Price starts from

22.50

Per month

Per Feature

What is Nimbus Portal Solutions?

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.

Key benefits of using Nimbus Portal Solutions

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    Email/Help Desk

    Training options

    In Person

    Nimbus Portal Solutions pricing information

    Value for money

    4.5

    /5

    4

    Starting from

    22.50

    Per month

    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Nimbus Portal Solutions features

    Functionality

    4.8

    /5

    4

    Total features

    35

    1 categories

    Most valued features by users

    Collaboration Tools
    Access Controls/Permissions
    Document Management
    Alerts/Notifications
    Third Party Integrations
    Search/Filter
    File Sharing
    Document Storage

    Nimbus Portal Solutions users reviews

    Overall Rating

    5.0

    /5

    4

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.75/10
    Rating distribution

    5

    4

    3

    2

    1

    4

    0

    0

    0

    0

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Nimbus user friendly & Time saver

    Reviewed 4 years ago
    Pros

    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.

    Cons

    Could have more training videos available

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Your only DM and Client Portal Option

    Reviewed 4 years ago

    Being a partner with Nimbus, together we are solving firms collaboration and secure communication problems. Its integration and ease of use have even benefited us internally as we use it as our primary document store and Client Communication tool.

    Pros

    DM,Versioning,Portal & digital signing..

    Cons

    No Cons at this moment, it really is easy to use.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Great Document Management System

    Reviewed 4 years ago

    Would recommend this system for any business with large volumes of documents and/or sharing of files with clients.

    Pros

    Nimbus provides a secure client portal for easy sharing and signing of documents - no more email attachments! The Microsoft Office Add-ins are also very handy to use for saving documents straight into the CDM system. Also is mobile-friendly for viewing and signing your documents.

    Cons

    There was nothing in particular I didn't like, as it does what it's supposed to.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Problem solving portal

    Reviewed 3 years ago

    Only looked at Nimbus as a tool to make us GDPR compliant, but it’s turned out so much more. We use it for many tasks, especially helpful with onboarding.

    Pros

    Easy to use, very client friendly. Has been easy to set up scheduled and repeated emails. The digital signing of documents has been very useful and time saving.

    Cons

    A little clunky when setting up a new client and linking to a contact, but once you know how it’s simple

    Nimbus Portal Solutions FAQs and common questions

    Q. What type of pricing plans does Nimbus Portal Solutions offer?

    Nimbus Portal Solutions has the following pricing plans:
    Starting from: $22.50/month
    Pricing model: Subscription


    Q. Who are the typical users of Nimbus Portal Solutions?

    Nimbus Portal Solutions has the following typical customers:
    Large Enterprises, Mid Size Business, Small Business


    Q. What languages does Nimbus Portal Solutions support?

    Nimbus Portal Solutions supports the following languages:
    English


    Q. Does Nimbus Portal Solutions offer an API?

    Yes, Nimbus Portal Solutions has an API available for use.


    Q. What other apps does Nimbus Portal Solutions integrate with?

    Nimbus Portal Solutions integrates with the following applications:
    MYOB Business, Microsoft Outlook, WorkflowMax, Microsoft 365, Xero, Microsoft Word, Microsoft Excel


    Q. What level of support does Nimbus Portal Solutions offer?

    Nimbus Portal Solutions offers the following support options:
    Phone Support, Email/Help Desk

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