
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”
- 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
How do I access documents?
-
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
How do I upload documents?
-
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