Accounting Made Easy

Question 1

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

Question 2

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”

Go to the Nimbus login page
Enter your login code (normally your email)
Click the padlock icon
You may have to verify your email address
They will send you a reset password email
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

Question 3

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

Question 4

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

Frequently asked questions