Enhancing client service with an integrated CRM
The need for accounting firms to constantly enhance their customer service has been emphasised by
The importance of cyber security in accounting software
In an age where digital transactions are commonplace and integral to daily business operations, the
Why client reminders are crucial for your firm
As an accountant, managing a multitude of clients, deadlines and tasks can be an overwhelming
The benefits of using a CRM system
Businesses in all sectors are constantly on the lookout for tools and software that can
CRM for targeted marketing: An opportunity often missed
The accounting profession is constantly evolving, and in the current competitive marketplace, accountants need to
Why does client engagement matter?
In the current competitive market, accountants must not only be technically skilled, but also adept
Tech Makes Cross-Selling Easier
Our CEO Simon Leek was recently featured on the Association for Accounting Marketing website discussing
Why should you have an efficient client onboarding process?
Client onboarding is the process of incorporating new customers into a business and cultivating a
Ongoing monitoring: What do you need to know?
Ongoing monitoring is a process used by accountancy firms to regularly review, update and enhance
The critical role of effective practice management
Practice management is a critical part of running a successful accounting firm and is the
Why should you have a quality, automated engagement letter?
Engagement letters are a legally binding document that defines an overall business relationship between a
Streamlining professional clearance
Changing accountants can be a stressful time for new clients as the process doesn’t necessarily
Anti-money laundering checks: What you need to know
Designed to identify clients and assess risks, anti-money laundering (AML) checks are a crucial part
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
Why do you need a sales proposal?
A sales proposal is a paper or digital document, designed to promote your products or services
Accountants – Can you do more in 2023?
While we may all have personal goals that we want to achieve this year, it
Share your CCH Central data in the cloud
Many accounting firms use CCH Central for their compliance work but struggle to take advantage
Time For a Change?
It’s the big things that make the big differences, we are led to believe. And
The Importance of Opportunity Development
There are many layers to client onboarding and peeling back those layers is crucial to
Data Disaster – Why aren’t accountants unlocking the full potential of client data?
Accountancy firms across the UK and around the world possess incredible sources of data about
Is your accounting practice future ready?
We are constantly being told to prepare for the future, both in our personal and work lives.
Accountants! Are you wasting time with inefficient onboarding?
Time is a precious resource. In fact, it is one of those things that there
Know Your Client and Anti-Money Laundering compliance – Where are firms going wrong?
The requirements of Know Your Client (KYC) and Anti-Money Laundering (AML) have never been greater
October Webinar – Free up time with iChaser
Join our CEO Simon Leek on the 27th October 2022 at 12pm to learn how
Accountants – Have you got a grip on your data?
Data is a valuable resource. The information held about you online by websites, brands and
New Client VS Existing Clients – How to Open Up New Opportunities Through Innovation
Winning new work, with a new client can be a really exciting opportunity for an
Can Accounting Technology Reduce the Demand for Recruitment?
When we speak with accountants, one of the many pain points that they are experiencing
Accounting innovation specialists FibreCRM appoint new Head of Operations
We are delighted to announce that John Leach has joined us as Head of Operations
How Accountancy Firms Can Perfect The Client Onboarding Experience
Without the right systems and processes in place, client onboarding can be challenging and time
Accountants – How Well Do You Use Technology to Onboard New Clients?
Client onboarding is an essential part of establishing an effective relationship with your client and
iChaser for IRIS Practice Management – AUTOMATICALLY MANAGES 1,000’s of CLIENT REMINDERS… SO YOU DON’T HAVE TO!
iCHASER from FibreCRM is set to revolutionise practice management for hundreds of firms by helping
FibreCRM set for growth thanks to new investment
FibreCRM a leading provider of client onboarding and relationship management for the accounting industry, based
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
The Need for Integrated CRM: Part 4 – Improved Business Development
Integrated CRM supports business development activities so that more revenue is achieved. Two common drivers
Whitepaper
The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
