Nimbus provides a securely encrypted, document exchange portal that integrates with many CRM systems. Nimbus provides you with the ability to digitally sign PDF Documents such as annual financial statements, contracts and tax returns. Nimbus is a secure client portal,
customizable client surveys and email marketing templates, interactive client questionnaires, newsletters, invoice distribution and more.
Explainer video script:
If you’re an accountant, auditor, or legal professional, what are your clients’ most valuable assets?
Their personal information.
Professionals worry that their client’s personal data, such as social security and financial statement information, Tax Returns, legal documents, and contracts, can be hacked in email or SMS messages, or on unsecured data drop websites
If there is a breach, not only could you lose clients and business, but it could ruin people’s lives!
Well, now there is a secure and affordable solution which will prepare your firm to comply with the imminent Protection of Personal Information Act…
Nimbus provides a securely encrypted, document exchange portal that integrates with many CRM systems.
The Nimbus Secure Portal also provides clients with the ability to digitally sign PDF Documents such as annual financial statements, contracts and tax returns.
But Nimbus is much more… core features include:
a secure Client Portal,
customizable client surveys and email marketing templates.
Interactive Client Questionaires, newsletters, invoice distribution and more.
Here’s how Rob, a CPA, uses Nimbus:
Rob has built up a great practice and now has a complete audit and tax history, but things change and he needs to easily communicate with his client.
Through the Nimbus client portal, Rob can share documents and collaborate with his clients using online file conversations, plus they can securely view and digitally sign documents, even from their mobile devices.
Nimbus improves Rob’s communication and marketing, because he builds eye-popping informative newsletters and emails and track responses. Rob sends automatic reminders to ensure important information is received on time.
Rob uses periodically recurring smart checklists to capture data and files for compliance jobs in a single collated package, which streamlines his external workflow, reduces admin time and eliminates pick up and put down on the job
Rob’s clients can also make appointments with Rob based upon his availability, which integrates with his desktop calendar. Rob can create conference style events, such as information evenings, with automatic waiting list management when fully booked.
Plus, with the affordable Nimbus subscription, Rob enjoys an unlimited amount of cloud storage for his data, has unlimited contacts, and can build custom content delivered via portal home pages to reinforce his brand.
So, protect your client’s data, avoid loosing confidential information, harness powerful marketing tools, and increase customer satisfaction and retention.
Get started by visiting www.Nimbushome.com or www.GreatSoft.co.za for your secure document management solution today!