Onboarding

Streamline every step of your onboarding process. Save time.

Developed specifically for Accountants, the FibreCRM onboarding solution covers all of the key steps in onboarding a new customer and managing risk including: 

  • Lead + Opportunity Management 
  • Proposals + E-Signing
  • Client Data Capture
  • KYC Due Diligence 
  • Risk Assessment Forms 
  • AML Check via SmartSearch, CreditSafe or ID3 Global
  • Professional Clearance 
  • Engagement Letters + E-Signing
  • Save to Document Management
  • Create New Client in Practice Management 
 
Onboarding Solution for Accountants
Pipeline Management

Lead + Opportunity Management

Easily manage new leads and create sales opportunities all within FibreCRM.

  • Inbound lead handing 
  • Opportunity pipeline tracking
  • Product/service line tracking & pricing
  • Win/loss analysis
  • Companies house connector 

Proposal Generation

FibreCRM turns your sales opportunities into quality proposals in seconds.

  • Create branded multi-page proposals at a push of a button
  • Create value questions for partners to complete
  • Enable proposal creators to design bespoke content
  • Eliminate the need for siloed MS Word templates
  • e-Sign proposals and trigger workflow actions
Proposal Generation
Secure Client Data Capture

Secure Client Data Capture

Do you collect sensitive data such as passport images and TAX ID numbers during the onboarding process? FibreCRM’s client data capture component ensures your client data is kept secure and encrypted during and after transmission.

  • Secure transmission outside of insecure email
  • Easy to use for clients
  • AES256 data encryption

Know Your Client (KYC)

Due diligence, risk assessment and partner sign-off is a regulatory requirement for all firms. That’s why it’s part of FibreCRM’s onboarding process.
 
  • Pre-built KYC forms
  • Capture risks by entity
  • Record UBO’s
  • Partner sign-off and approval processes
Know Your Client Forms and Checks can all be done within FibreCRM

Risk Assessment Forms

Create your own risk assessment forms within FibreCRM. Complete and add to your KYC.
 
  • Risk question builder
  • Supports Mercia and HAT templates
  • Partner email reminders 
  • Web-based completion 

AML Checking

FibreCRM runs AML checks via its integration with SmartSearchCreditSafe or GBG ID3 Global
 
  • Business & Individual Checks
  • Workflows to refer to MLRO
  • PDF Report attached to Contacts
  • Full audit of results for regulatory compliance
FibreCRM integrates with smart search so you can easily run your AML checks

Professional Clearance

FibreCRM has a professional clearance component offering a time saving way to contact your clients previous accountant.
 
  • One-click send from client record
  • Email templates set up and stored within the CRM
  • Automated letters to previous accountant 

Engagement Letter Generation

Save hours creating engagement letters for clients to electronically sign at a push of button.

  • Central management of templates and wording
  • Produce engagement letter from the sales opportunity
  • Store legal text per service item and per legal entity type
  • Track status of e-signing
  • Auto-chasers
  • Supports Mercia and HAT templates
Generate Engagement Letters with FibreCRM
Practice Management Integration.

Create Client in Practice Management

The final part of your onboarding process is setting up the new client in your tax and practice management software.  FibreCRM automates this so there is no need for you to re-key this information.  Everything flows seamlessly.
 
  • Setup new clients and services in practice management (IRIS|Star|CCH|Xero)
  • Manage client numbering
  • Populate custom fields
  • Monitor sync status

Onboarding Savings Calculator

Discover how much time your firm could save by streamlining your onboarding processes with FibreCRM

AE

Finalist for software Innovation of the year 2019