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Document Management

Nimbus now integrates with Accelo
ATOmate Document Automation Integrates with Nimbus
The Value of Setting Up Favourites

From time-to-time, some of us spend our valuable time to create favourites in our web browsers, thinking that in the long run, our working life will be easier! …

| Posted by Debby Gibson
Automating your Document Management with Nimbus and GreatSoft

It’s been a little more than 2 years since GreatSoft first made an entry into the Australian market in 2018. A lot has happened since then we’ve seen Xero entering a partnership with GreatSoft and taking the Accounting market by storm …

| Posted by Marleze Scheepers
ProAdvice runs their Practice with Xero and Nimbus
4 GREAT Features for Automating your Document Management with Xero and Nimbus
Gold Group gives Thumbs Up for Nimbus

A case study with Gold Group Consulting, Gold Coast, Australia.   We sat down with Stephen Hodgkinson, Partner of Gold Group, to talk about their journey with Nimbus so far. …

| Posted by Marleze Scheepers
Electronic Signatures to Empower a Remote Workforce

In the long-forgotten pre-Covid world, Digital Signature and Cloud Document Management solutions were considered a “nice to have” by many businesses. With the announcement of ongoing lockdown restrictions, albeit with some slight relief, CIOs and business leaders are under huge pressure to ensure operational continuity. Many business owners have resisted home working options for a
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| Posted by Marleze Scheepers
Improving Customer Communication to Do Better Business

By improving customer communication you will do better business.  How often have you ended up feeling thankful for the prompt response of a trusted friend or advisor when you needed it most? Likewise, it is important for your clients to know that they can rely on you, especially when times
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| Posted by Marleze Scheepers
How to Stay Productive While Running Your Business Remotely

In our recent webinar, “How to Stay Productive while Running Your Business Remotely", we discussed just why Nimbus is Ideal for Distributed Working. In the face of COVID-19, the ability to work remotely has become of the essence. Below are a couple of points and tips taken from the webinar, which unpacks some essential
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| Posted by Marleze Scheepers
Are you paying too much for your Digital Signatures?

Are you paying too much for your Digital Signature Software?   We were recently blown away to discover that a well-known Digital Signing solution provider has doubled their price. And the more documents you sign, the more you pay…   Wow! So why pay anything at all when you don’t have to? How would you
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| Posted by Marleze Scheepers
Improving Business Productivity in 2020 and Beyond

To get the most out of this year, we thought to start off by giving you some productivity tips. Because let’s face it, starting back at work after a nice long holiday is not the easiest thing! At least for most people. So, here are our top tips for improving business productivity 2020 and beyond to help you remove that mental block. Read more …

| Posted by Marleze Scheepers
The True Cost Of Not Having A Secure Client Portal – Part 2

Are you using Dropbox or OneDrive as your client portal? Do you think that your client portal is secure?   Having a Document Management System that is sitting on top of Dropbox or OneDrive as a Client Portal might sound like a good idea and an easy solution to communicate and share files with your
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| Posted by Marleze Scheepers
Avoiding Email Attachment Hell with Nimbus

Check your inbox – how many emails do you have with attachments? It is likely that most of them are part of the same email trail.   It’s a fact that email is the most popular method of exchanging information, however it comes fraught with many problems.   The problem with email is that we
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| Posted by Marleze Scheepers
Winning with Document and Email Templates in Nimbus

The morning light slots through your office window. Birds are chirping, you’re happily sipping away at your mocha while planning your day. You’ve been working hard the past three weeks to get your client database up to date. Now onto the next task – doing debtor follow-ups. “Now, where is that brilliant payment demand letter
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| Posted by Marleze Scheepers
Effective Email Management with Nimbus Email Jobs

When it comes to effective email management & collecting information from clients, you want this process to be as painless and secure as possible. Because, information not collected on time, equals a follow-up phone call or email later on… and for 20 clients, that means 20 calls! The pressure starts building as the deadline approaches. AND you need to
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| Posted by Marleze Scheepers
Nimbus Ended 2018 With A Bang!

Nimbus ended the latter half of 2018 with a bang!  We were on a roll these last few months, showcasing our product at 4 conferences during October and November. Here is a peek at what we did.   Accounting & Finance Show Singapore – Oct   Terrapin hosted the first ever Accounting & Finance Show
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| Posted by Marleze Scheepers
Cloud Document Management and Client Portals, the Cure for Data Breach and Privacy Risk

Nimbus recently interviewed Alan Fitzgerald, the Founder of Practice Connections. For nearly 20 years Alan has been in the Australian tax and accounting software industry and for the last three years of those, as an independent consultant advisor to accounting firms big and small. He has spoken at local and international accounting conferences, recorded several
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| Posted by Marleze Scheepers
Nimbus Having a Ball at Xerocon Brisbane 2018

Xerocon 2018 certainly kicked off with a bang!  With 3700 delegates attending jam-packed sessions over 2 days, our Nimbus team was armed and ready to serve all the busy feet passing through. The venue was buzzing between the session breaks. And we were delighted to see a few of our smiling clients stopping by to
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| Posted by Marleze Scheepers
The Benefits and Risks of SaaS

[vc_row][vc_column][vc_column_text] SaaS… a Wealth of Benefits Software as a Service, also known as SaaS, has dramatically changed the landscape for both software vendors and end users. From an app that you download onto your mobile device, to multi-tiered systems used by large corporations, SaaS made significant inroads and the playing field has been levelled in
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| Posted by Marleze Scheepers
Top security tips for firms? Stick to the cloud or encrypt everything

Security is an even bigger risk, now that the GDPR and NDB is upon us. Note that this article advocates for either encrypting everything or stick to the cloud, whereas at Nimbus we believe that you should both stick to the cloud AND encrypt everything. This article first appeared on DigitalFirst.com by Sholto Macpherson Top security
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| Posted by Marleze Scheepers
Nimbus is Ready for the GDPR

GDPR is an abbreviation we’re all getting more familiar with. It’s the General Data Protection Regulation from the European Union, which comes into effect on May 25th 2018. And for us Australians, it is not dissimilar to our own NDB (Notifiable Data Breach scheme), which came into effect on 22nd February 2018. We are told
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| Posted by Marleze Scheepers
How Oculus Financial Services Group Benefits from using Nimbus

A case study of Oculus Financial Services Group, Gold Coast, Australia   The Organisation   Oculus Financial Services Group is a Chartered Accounting firm based in the Gold Coast, Australia, providing Tax and Accounting compliance services. Having used Nimbus since 2017, we sat down with Tim O’Hara, the Practice Manager at Oculus Group, to have
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| Posted by Marleze Scheepers
What’s the cost of time wasting at work?

Repetitive time wasting at work lowers efficiency and profitability. Professional businesses tell us their number one workflow problem is wasting time passing information from one software product to another.  It often involves copying or exporting a document and then signing into another program to work on it, or uploading an downloading to another website. What
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| Posted by Marleze Scheepers
Catherine Price, Tabs Superfund Auditors uses Nimbus

A case study of Tabs Super Fund Auditors, Sydney, Australia   The Organisation   Catherine Price is the owner of TABS – Super Fund Auditors, a Sydney-based firm specialising in super fund audits and has been a Nimbus customer since 2014.   TABS – Super Fund Auditors operate a modern distributed team of remote workers.
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| Posted by Marleze Scheepers
Nimbus Training Videos

Nimbus is committed to supporting new users and your clients who are new to using a Nimbus service. There are a range of training videos which can help your clients learn how to use their Nimbus system. The videos can be accessed by your Clients via the side menu bar after they login to their
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| Posted by Marleze Scheepers
Archive Document Filtering improved

We have improved the archive filtering function in Nimbus CDM. While migrating clients with very large database archives we introduced an improved archive filtering tool. You can now filter archived documents in the same way as on the documents grid. This drag-and-drop functionality makes it super-easy to use and search your document archive. There’s already
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| Posted by Marleze Scheepers
How to Choose a Client Portal Software Solution

Every new software solution is never perfect for your needs.  When selecting a software-as-a-service solution it’s no different. Your job as the business expert is to make a list of critical functions and “nice to have” functionality.   The perfect balance is the system that best provides you with workflows, security and functionality that is
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| Posted by Marleze Scheepers
CDM Secrets: A Case For Cloud Document Management

A Background on CDM Secrets CDM Secrets: The Case For Cloud Document Management Let us start by identifying Document Management (DM) to mean any software system that maintains a centralised repository of documents such that it is assists finding and organising documents, while facilitating office processes. By this definition, a DM may be anything from a
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| Posted by Marleze Scheepers
John Woodbridge ASTA 2016 Conference

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