Nimbus Reviews

Nimbus

Cloud document management (CDM)

5.0/5 (4 reviews)

Nita Coetzee

Nimbus user friendly & Time saver

Used daily for 2+ years
Reviewed 2019-01-29
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nimbus

Cloud document management (CDM)

Lee Williams

Your only DM and Client Portal Option

Used daily for 2+ years
Reviewed 2018-09-11
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nimbus

Cloud document management (CDM)

Isabella Callaghan

Problem solving portal

Used daily for 1-2 years
Reviewed 2019-03-27
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nimbus

Cloud document management (CDM)

Marleze Scheepers

Great Document Management System

Used weekly for 1-2 years
Reviewed 2018-08-28
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Nimbus

Cloud document management (CDM)