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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.
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.
Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.
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Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.
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