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
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
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
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
- Business & Individual Checks
- Workflows to refer to MLRO
- PDF Report attached to Contacts
- Full audit of results for regulatory compliance
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
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.
