
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

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

Efficient time and task management – Leveraging CRM systems
Every profession has its unique set of challenges and accounting is no exception. Accountants must

Scaling your business: How onboarding services facilitate growth
To stay competitive, many accounting firms are looking for effective ways to scale up their

The value of an integrated CRM system
An efficient, user-friendly and integrated Client Relationship Management (CRM) system is no longer a luxury

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
Whitepaper
The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
