Developed specifically for Accountants, the FibreCRM onboarding solution covers all of the key steps in onboarding a new customer and managing risk including:
- Proposals
- Engagement Letters
- E-Signing
- Client Data Capture
- AML Check via SmartSearch
- KYC Due Diligence and Risk Assessment
- Save to Document Management
- Create New Client in IRIS/CCH/STAR
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
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
- Track status of signing
- Auto-chasers
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) Forms
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
AML Checks via SmartSearch
FibreCRM runs AML checks via its integration with SmartSearch.
- Business & Individual Checks
- Workflows to refer to MLRO
- PDF Report attached to Contacts
- Full audit of results for regulatory compliance
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
Whitepaper: The Integrated Practice
The one overlooked problem holding progressive accounting firms back and what to do about it.
