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 Need for Integrated CRM: Part 8 – Visibility for Management
Integrated CRM encourages collaboration by bringing people from different departments and offices together. It also
The Need for Integrated CRM: Part 7 – Seamless Financial Function
A firm’s finance team may want to know details on clients and forecasted new business
The Need for Integrated CRM: Part 6 – Enhancing Proactive Operations
It is accepted that it is six to seven times more expensive to win a
The Need for Integrated CRM: Part 5 – Smoother Onboarding of Clients
CRM is the natural place for onboarding clients because it is the one place that
