Engagement letters revolutionised for accountants thanks to Mercia and FibreCRM partnership
FibreCRM has taken a leap forward in simplifying and streamlining the onboarding process by integrating and automating Mercia’s proven engagement
FibreCRM launches dedicated onboarding solution to address firm’s challenges
Accountancy firms across the UK often struggle with the onboarding of new clients. To help practices achieve a smoother process
FibreCRM launches dedicated onboarding solution to address firm’s challenges Read More »
Efficient time and task management – Leveraging CRM systems
Every profession has its unique set of challenges and accounting is no exception. Accountants must juggle an array of clients,
Efficient time and task management – Leveraging CRM systems Read More »
Scaling your business: How onboarding services facilitate growth
To stay competitive, many accounting firms are looking for effective ways to scale up their operations and increase their capacity.
Scaling your business: How onboarding services facilitate growth Read More »
The value of an integrated CRM system
An efficient, user-friendly and integrated Client Relationship Management (CRM) system is no longer a luxury but an essential tool for
The value of an integrated CRM system Read More »
The importance of cyber security in accounting software
In an age where digital transactions are commonplace and integral to daily business operations, the importance of cyber security in
The importance of cyber security in accounting software Read More »
CRM for targeted marketing: An opportunity often missed
The accounting profession is constantly evolving, and in the current competitive marketplace, accountants need to be more than just number
CRM for targeted marketing: An opportunity often missed Read More »
Tech Makes Cross-Selling Easier
Our CEO Simon Leek was recently featured on the Association for Accounting Marketing website discussing how the use of tech
Tech Makes Cross-Selling Easier Read More »
Protecting client data during onboarding
Many businesses collect sensitive data from their clients during the onboarding process, such as passport photos and tax ID number.
Protecting client data during onboarding Read More »
Why do you need a sales proposal?
A sales proposal is a paper or digital document, designed to promote your products or services to potential clients. The proposal
Why do you need a sales proposal? Read More »