What is the Fully Integrated Practice?

What is the Fully Integrated Practice? There are lots of words to explain integration including combining, amalgamating, incorporating, unifying, merging, fusing and assimilating. But, perhaps it’s more helpful to consider what integration isn’t; separation and segregation. Think about your firm’s […]

FibreCRM GDPR & Lawful Basis Module – Launch Event

This new GDPR module is designed as an essential tool to assist your Accountancy Practice with: • Reaching and maintaining a state of GDPR compliance • Ensuring you record a lawful basis for the processing of personal data (for all […]

Free up time with automated working practices

A common theme we see at FibreCRM (when speaking to partners of practices of all sizes) is that they want to "spend less time chasing clients". I am sure this resonates with pretty much every reader of this blog! Whether [...]

SJD Accountancy

      It’s refreshing to work with a company that understands the needs of a large accountancy practice – Richard Fletcher – Group Operations Director

Rennie Welch Case Study

Rennie Welch LLP, is a leading accountant and business advisor, servicing businesses across the Scottish Boarders and beyond.
Partner, Mark Thompson explains how he has embraced new Practice CRM technology to elevate his firm to new heights.


Another tax year passes… But how much time do you spend chasing clients for their checklist?

Have you considered using CRM to send Email/SMS reminders to your clients? (more…)

Reports & Analytics in FibreCRM

Take the guesswork out of client engagement!

…and make informed decisions (more…)

With GDPR fast approaching…

…What have you done to ensure that your firm is ready to meet the new rules governing personal data? (more…)

Improving Customer Experiences – For Smarter Working Accountants

One of the most common observations I find when speaking to Partners of accountancy practices is a general feeling that they are always busy and that time is their enemy. Much of the time, they are in a rush to meet some deadline to get things done. Eventually, when they do have time to draw air, they are then confronted with the next wave of tasks and deadlines. This never-ending cycle seems to continually grow with new legislation and rules to keep partners on their toes. However, somehow, work gets completed and usually things just get done. But does everything get done? (more…)

Automate the 80% – Make Doing Business Easier!

Recently, I was talking to Bob Harper, a business mentor and creator of GoalDriver, and he summarised quite nicely the essence of what CRM is for the accountancy practice. For me it was one of those moments when you wished […]