No other CRM matches the depth of the FibreCRM and IRIS Tax & Practice Management integration. Information flows from IRIS into CRM in near real-time. For example; every addition or change you make in IRIS shows up in CRM in minutes.
Do you have multiple offices with different IRIS databases? FibreCRM synchronises all your IRIS databases into the one CRM. Creating a 360 degree single client view of each of your clients.
With the FibreCRM and IRIS Tax & Practice Management integration there is no need for you to ever enter a new client into IRIS manually. The IRIS practice management system constantly polls FibreCRM. When a prospect has been onboarded in the CRM, it pulls the details and inserts the new record into the IRIS database. Because of this; it removes human error, saves time and improves accuracy.
The one overlooked problem holding progressive accounting firms back and what to do about it.
Finalist for software Innovation of the year 2019