Finally, A Client Onboarding Solution for Accounting Firms!
Manage KYC, capture client data securely, run AML checks and ongoing monitoring and sync data to/from your Practice Management software
FibreCRM's Client Relationship Management Journey
The #1 Onboarding Solution with CRM built-in.
Designed for Accountancy and CPA Firms
Trusted by Top 100 Accountancy Firms Worldwide
Technology is Easier to Adopt When Everything Works Together as One
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also
A firm’s finance team may want to know details on clients and forecasted new business
It is accepted that it is six to seven times more expensive to win a
CRM is the natural place for onboarding clients because it is the one place that