The #1 Client Onboarding & CRM Solution for Accountancy Firms
Streamline KYC & AML, automate onboarding, and connect effortlessly with your Practice Management software.
- Protect your firm with encrypted client data, 2FA/MFA security, and industry-leading cloud-based solution.
- Streamline onboarding with ready‑made workflows and AI‑driven automation that removes repetitive tasks.
- Sync client records with IRIS, CCH, and other practice management systems instantly.
- Scale your practice by tracking lead sources, targeted campaigns, and generate proposals with e-signatures.
Request a callback from a member of the FibreCRM team.
Onboarding workflows &
AI enhanced automations
Developed specifically for Accountants, the FibreCRM onboarding solution covers all of the key steps in onboarding a new customer:
- Companies House integration
- Client Data Capture
- Engagement Letters + E-Signing
- Proposal Generation
Know Your Client (KYC) &
Anti- Money Laundering (AML)
Due diligence, risk assessment and partner sign-off is a regulatory requirement for all firms. That’s why it’s part of FibreCRM’s onboarding process.
- Easily conduct individual or business checks
- Pre-built KYC forms
- Capture risks by entity
- Partner sign-off and approval processes
Practice Management Integration
FibreCRM automates setting up the new client in your tax and practice management software so there is no need for you to re-key this information. Everything flows seamlessly. Setup new clients and services in practice management:
- Manage client numbering
- Populate custom fields
- Data sync’s every few minutes
- One place to update records
Trusted by Top 100 Accountancy Firms Worldwide
