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Client Portal

If you have any problems please contact us at Info@bfaccounting.com.au

Frequently asked questions

What is the client portal


The Nimbus client portal is a secure online exchange, which allows file sharing and document storage of your information & correspondence




How do I sign in to Nimbus Client portal


If you have never signed in before you will need to contact us so we can send you a ‘Welcome email’

If you have used nimbus before all you need to do is enter your login code (normally your email) & password

Resetting your password or login code:

If you forget your password, you may reset it. You must use the email that is stored with nimbus”

  1. Go to the Nimbus login page
  2. Enter your login code (normally your email)
  3. Click the padlock icon
  4. You may have to verify your email address
  5. They will send you a reset password email
  6. Once you receive the email click rest password & you will be able to set a new one

If you forget your login code:

Please contact us so we can send you a welcome email which will allow you to set a new login code & email




How do I access documents?


  1. Login
  2. On the left side you will see my documents click that
  3. This should bring you to a page with file names
  4. Select the arrow next to which file name you would like to access
  5. This will show various folders, any folders with arrows next to it will have documents in them from us
  6. Select the blue link to access the required document
  7. This will then bring the document up
  8. You can download the document by selecting download at the bottom of the page




How do I upload documents?


  1. Login

  2. On the left hand side you will see my uploads click that
  3. This should bring you to the upload page, on the right hand side there will be 3 circle icons
  4. Select the middle one that says upload files
  5. You will now be able to drag and drop any files that you need to upload to us
  6. Once all documents are in there select upload
  7. Select close & you should now see all of the documents that you have uploaded to us
  8. We will now get a notice saying you have uploaded documents





CONTACTS

info@bfaccounting.com.au 

(07) 5532 4463   

(07) 5532 7044  

 

Unit 16/79 West Burleigh Road

[PO Box 77]

BURLEIGH HEADS QLD 4220

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Bridgland Findlay Accounting Pty Ltd | Accounting Services | Burleigh Heads, QLD

 

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