List of Nimbus Document Management Customers
Nelson, 7010,
New Zealand
Since 2010, our global team of researchers has been studying Nimbus Document Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Nimbus Document Management for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Nimbus Document Management for Document Management include: Proadvice Australia, a Australia based Professional Services organisation with 35 employees and revenues of $4.0 million, Monteck Carter New Zealand, a New Zealand based Professional Services organisation with 15 employees and revenues of $2.0 million, Tabs Australia, a Australia based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Nimbus Document Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Nimbus Document Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Monteck Carter New Zealand | Professional Services | 15 | $2M | New Zealand | Nimbus Software | Nimbus Document Management | Document Management | 2012 | n/a |
In 2012, Monteck Carter New Zealand implemented Nimbus Document Management in the Document Management category to digitise client files and reduce paper storage. Nimbus Document Management centralized document capture, indexing and electronic storage for the Auckland accounting firm and the deployment went live in 2012.
The implementation configured capture and filing workflows, metadata-driven folder structures, full-text search and role-based access controls to support client servicing and compliance processes. Configuration emphasized scanned client file ingestion and structured indexing to enable rapid retrieval across engagement records and correspondence.
Nimbus Document Management was integrated with the firm’s accounting systems through an explicit Xero integration to link client documents to ledgers and transaction records, supporting faster client servicing. Operational coverage was firm-wide for client servicing and accounting functions within the Auckland office, with documents provisioned to user roles aligned to engagements.
Governance focused on file versioning, audit trails and retention policies, and the rollout included data conversion of existing paper files and staff onboarding. The vendor case study reports the implementation eliminated paper storage, digitised client files and delivered time-savings that sped up client servicing after going live in 2012.
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Proadvice Australia | Professional Services | 35 | $4M | Australia | Nimbus Software | Nimbus Document Management | Document Management | 2018 | n/a |
In 2018, Proadvice Australia implemented Nimbus Document Management, a Document Management application used to centralize finance and client document workflows. The accounting and advisory practice operating across Victoria and Tasmania deployed Nimbus Document Management to provide a single repository for client files and financial documentation.
Configuration focused on document version control and template driven document generation, which were applied to client engagement packs and recurring finance documents. The implementation emphasized structured folder taxonomy and retrieval workflows to streamline document creation and access across advisory and finance functions.
Nimbus Document Management was integrated with Xero to link accounting records and client documents, enabling finance workflows to attach and retrieve supporting files directly in context. The deployment covered Proadvice offices in Victoria and Tasmania and supported remote working by providing centralized access to client and financial documents.
Onboarding and purchase began in 2018 and the solution was implemented the same year, with governance measures put in place to standardize document workflows and reduce manual handling. According to the case study, the configuration delivered faster document retrieval, reduced manual work, and supported remote working for the firm.
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Tabs Australia | Professional Services | 10 | $1M | Australia | Nimbus Software | Nimbus Document Management | Document Management | 2014 | n/a |
Tabs Australia adopted Nimbus Document Management in 2014 for its Sydney-based SMSF audit practice, TABS Super Fund Auditors. The implementation addresses Document Management for secure storage and controlled workflows of sensitive audit workpapers and client communications supporting finance and audit functions, and the vendor case study highlights Australian-hosted data to meet local data residency and compliance expectations.
The Nimbus Document Management deployment emphasizes secure document storage, workflow orchestration, an email job function for capturing email-driven tasks, and an Asana integration to improve collaboration for a distributed team. The configuration centralizes audit workpapers and client correspondence to support audit workflows, version control, and retention processes. The vendor case study notes TABS has been a Nimbus customer since 2014 and cites workflow and compliance benefits as primary operational outcomes.
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