With our community of partners, you can get expert advice and training so you can be up and running in no time!

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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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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

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're working on.

PlanRight
Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.

Hubspot
CRM

Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.