Nimbus Portal Solutions is the all-in-one secure place in the cloud, where you can edit, share and sign documents with your Clients.

Secure Client document collaboration

Get true Cloud Document Management plus communication and client collaboration features such as digital document signing, email marketing, smart checklists and calendar appointments all via the Nimbus Portal.

Secure client document collaboration

Workflows and synchronised data

Nimbus Professional: The complete paperless office with Cloud Document Management integrated with WorkflowMax.

Gregory Stott, Chartered Accountant talks about the workflow advantages of using Nimbus.

"Getting clients’ documents filed is a challenge - getting them to sign papers is clumsy as they have to download, print, sign, scan and upload back to us. Nimbus Portal Solutions has digital document signing and it is a proper client filing system in the cloud."
Read the detail of his full implementation.

Workflows and synchronised data

Other popular integrations

Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and client contacts automatically transfer to Xero from WorkflowMax.

Zendesk
Customer Support

The WorkflowMax time widget allows support agents to enter time against the ticket they are working on.

Plan Right
Staff Scheduling

PlanRight enables the transparent optimisation of capacity and workload for you and your staff via drag and drop functionality. Learn more about how PlanRight and WorkflowMax below.

Hubspot
CRM

Combine a powerful CRM and Marketing platform with WorkflowMax and get your sales and production teams talking to each other.