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
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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
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The importance of risk assessment in onboarding
Being able to accurately assess risks when onboarding new clients is an essential part of
FibreCRM vs OpenAI
ChatGPT vs FibreCRM – a 60 second challenge Who will win? Here’s the command… “Pick
Protecting client data during onboarding
Many businesses collect sensitive data from their clients during the onboarding process, such as passport
