Client Portal Implementation Considerations

When implementing your Client Portal there are a number of issues to be considered. This topic works through each item and provides links to other FAQ’s.

Your Nimbus account allows you to securely share information with your Clients and for your Clients to share information with you.  The Nimbus Client Portal, allows for each person (Client) you deal with, to have their own unique login to their Portal so that they can access documents for all of the Client Entities they relate to.  

For example, a Client may want access to their Individual, Partnership, Company and Trust information.  This is possible with only one login to their Portal. Once they are logged in to their Portal, they will be able to see all of this information.

Clients can upload information via their Portal either on a desktop PC or on their mobile device, and share with your business.  If your Client has a relationship to more than one Client Entity, they must select the relevant Client Entity name prior to the upload of their information. Each time a Client shares information with your business, the Nimbus system will notify you via email.

Step 1 - Customising the Client Portal menus

Your Nimbus account allows you to customise the menus that are displayed on your Client Portal. These are global account settings which affect all of your Clients.

For detailed information, click the following link: Customising the Client Portal menus

Step 2 - Including a Client Portal login link on your website

The Nimbus Client Portal allows you to include a link on your business website to allow your Clients to login. This may simply be a link to the Client Portal login page. Alternatively, the team at Nimbus can provide your website developer with specific HTML code so they may create a specific login page on your website, which includes the following:

• Login Code field

• Password field

• Forgot Password button

• Login button, or if you require, our team can provide you with

For detailed information, click the following link: Including a Client Portal login link on your website

Step 3 - Displaying Advertising for your Clients

Nimbus provides the ability to display Advertising images in both your Client Portal and also your Business Account. Businesses wishing to display Ads to their Clients can manage their own advertising slots. Images can be linked to landing pages on websites, so that when the image is clicked, the website landing page is then displayed.

For detailed information, click the following link: Customising Advertising for your Clients

Step 4 - Adjust the Content of your Client Home Page

The Client Home page is displayed by default when your Clients first login to their Client Portal. The content of this Home Page is customisable.

Clients may use a PC desktop, or a mobile device to access their portal, and as such you have control over what is displayed on both mediums (Client Home Page for PC, Client Mobile Page for Mobile devices).

It is recommended that the standard Home Page content is adjusted prior to allowing Clients to access the Portal. Some businesses provide helpful URL links to websites such as the ATO, ASIC, etc. Some businesses also display useful lodgement dates and other relevant dates.

For detailed information, click the following link: Adjust the Content of your Client Home Page

Step 5 - Publish Newsletters via your Client Portal

Your Nimbus Portal provides the ability to share your regular Business Newsletters with your Clients. Newsletters are added to your Business account and are then visible by all Clients on your system.

For detailed information, click the following link: Publish Newsletters via your Client Portal

Step 6 - Create your own login to the Client Portal

Now that you have your Client Portal configured, we recommend that you create a sample Client Login, so that you can see what your Clients will experience.  This will allow you to then modify any of your Client Portal configurations as required. Your Clients can access their secure Nimbus Client Portal either via a Desktop PC, or via their mobile devices.  They do not need to download an app to access on their mobile as Nimbus uses "Mobile Adaptive Technology", where the system recognises they are accessing on their mobile device.  We would also recommend that you access the Client Portal, both on your desktop PC and on your mobile.

For detailed information, click the following link: Create your own login to the Client Portal:  

Step 7 - Files shared by your Business

When your business shares files with a Client, the system will automatically notify via Email. The client may click the document link embedded in the email, to access the file. If they are already logged into their Portal, the document will display directly. If not, they will be asked to provide their login credentials, and once logged in, the document will display directly.

There are a number of “Views” which allow the client to find the documents they are looking for.

For detailed information, click the following link: Files shared by your business

Step 8 - Files shared by your Client

Clients can upload documents via their Portal either on a desktop PC or on their mobile device, and share with your business.  If your Client has a relationship to more than one Client Entity, they must select the relevant Client Entity name prior to the upload of their information. Each time a Client shares information with your business, the Nimbus system will notify you via email.

For detailed information, click the following link: Files shared by your Client

Step 9 - Inviting others to share a Portal

Clients are able to invite others to access the data stored on their Portal. They can control which client entities the invited party is able to view and may at anytime remove access to the data.

For detailed information, click the following link: Inviting others to share your Portal

Step 10 - Finding Files

Clients may search their Portal for files by name, date, or other keywords that may be within the body of a document.

For detailed information, click the following link: Finding Files

Step 11 - Inviting your Clients to their Portal

You should now be ready to start "Welcoming" your Clients to your secure Nimbus Client Portal.  With the Portal configured and the Client experience reviewed by your own Client Login, you can now start sharing files, conversations and requests to sign documents via the Client Portal. Your Client data including Client Entities and Contacts will also have been setup ready to go.

We call this process “Sending a Welcome Email”. The system may be configured to send these off automatically, when a file is shared with a Client, or it may be done manually.

For detailed information, click the following link: Sending off the Welcome Email to your Client / Contact

Step 12 - Uploading files to share with your Client

Nimbus allows you to upload files to share with your Client.  These may be uploaded automatically via Nimbus AutoMate, or may be uploaded manually.

For detailed information, click the following link: Uploading files to share with your Client

Step 13 - The Digital Signature Process

Nimbus Portal allows your Clients to digitally sign PDF documents you have shared with your Clients.

For detailed information, click the following link: The Digital Signature Process: take a look at the overall process

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