"One Single Point of Truth"
Accountants benefit from complete visibility of their client take-on processes using FibreCRM. From marketing, to business development and onto to client onboarding, FibreCRM is the one single point of truth when it comes to client acquisition, onboarding and retention. Designed for, and by, accountancy firms.
KYC Onboarding Pack
Includes: Amazon Web Services located framework for capturing new client information and progressing the onboarding process to completion. Includes 5 ‘named’ users with option to add more users via a user management console. Single Sign-On (SSO) option available as alternative to username/password combo.
This is an all-in-one solution for onboarding new clients into a firm. Designed and built in consultation with many of the leading Top 100 accounting firms and now delivered to all firms both large and small.
- Database of clients and prospects
- User, password and field-level access management
- Microsoft Exchange email integration
- Automated Workflow manager
- Email Templates
- PDF Templates
- Mandatory fields management
- Report writer
- Data importer
- User/Department dashboards
Includes:
- Search by Company name or registration number.
- Import company address & filing dates
- Import key documents including certificate of incorporation, articles, accounts
- Import directors, shareholding %, PSC & Job Titles
Includes:
- Pre-built information request templates to capture key information such as UTR, passport photo, shareholdings, directors involved, money laundering questions
- Request information on more than one person
- Secure access using two-factor or multi-factor authentication
- Data in portal encrypted at rest with secure access
Includes collation of:
- Due diligence management
- Risk assessment(s)
- Document capture (via Portal, Companies House or manual uploads)
- Beneficial owner reviews
- Task assignment, alerting and approvals
- Sign off processes
- Compiling and archiving captured information
- Annual KYC reminders and review processes
Includes:
- Risk questions for individuals and entities
- Forms include overall risk rating with narrative
- Sign-off and completion monitoring
- Example: https://demo.fibrecrm.cloud/Risk02.html
Includes:
- Previous accountant details captured as part of the client information request
- Pre-built email template for sending request to previous accountant
- Email template is editable
- One-click process to make request from the Client record
Includes dashboard highlighting:
- Missing data
- Data waiting on from clients
- AML checks required or that fail/refer
- Risk assessments still to be completed
- Clients with KYC in progress
- Engagement letters waiting to be signed
Includes:
- Single click data export to CSV in a format compatible for importing into CCH Central or IRIS Desktop Tax products.
- CSV file data importer. (Note: bi-directional sync options – see optional add-ons for more details)
Monthly Price
£395
Additional User Licences
Each additional named user. Create users as required and set whether a user is 'active' or 'inactive'.
£10
Optional Add-Ons
Includes:
- Lead handling
- Opportunity management
- Products/services won/lost tracking
- Advanced reporting
- Professional services selling solution
- Mass email
- Keep in touch tracking and strategies
- Business development Dashboards
- Communication history
Includes:
- Pre-built proposal templates containing basic proposal design with ability to add your own logo.
- E-Signing feature with workflows to notify staff of accepted/rejected proposal
- Proposals include products/services proposed with breakdown of fees
- Product pricing built-in
- Products can be supplied as one-off items or recurring
- Approval processes configurable
Includes:
- Business-level searches
- Individual AML checks
- Peps & Sanctions report
- Downloadable report
- Per user access control
- UK only
Includes:
- Individual AML checks
- Import directors & shareholdings
- Peps & Sanctions report
- Downloadable report
- Per user access control
- UK only
Includes:
- Custom Templates (using your preferred content)
- Products/Services database with legal text built-in
- Legal text & templates
- E-Signing by one person only
- Tracking of client viewing & signing
- Workflow triggers for reminders and internal notifications
Includes:
- Bi-directional synchronisation of contacts between FibreCRM People and My Digital Contacts
Optional Email & Web Marketing Add-Ons
Includes:
- Campaign creation and updating of Target Lists
- Synchronisation of clients, prospects & referrers
- Viewing of a campaign activity by person or campaign
- Unsubscribes and opt-outs management
Requires FibreCRM optional CRM add-on
Includes:
- Integrates with popular WordPress-based contact forms
- For alternative CMS’s please call for a quote
Requires FibreCRM optional CRM add-on
Includes:
- Two-way sync’ing of Leads and Contacts
- Importing of Lead/Contact activity in HubSpot to FibreCRM
- Sync’ing of email preferences / opt-outs
- Admin function to manage field mappings between platforms
Requires FibreCRM optional CRM add-on
Optional Practice Management & Finance Add-Ons
CCH Central –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Extra fields
- Responsibilities
- Group structures
- Assignments
- Budgets/schedules
- Users
FibreCRM –> CCH Central
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following in CCH Central:
- Clients
- Contacts
- Extra fields
- Responsibilities
- Group structures
- Assignments
- Budgets/schedules
Changes to records in either platform update the other every 10 mins.
IRIS –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Jobs
- Attributes
- Categories
- Services
- Job Stages
- Income
- Users
FibreCRM –> IRIS Elements
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following via the IRIS Elements API & FibreCRM Data Transformation
- Business Clients
- Personal Clients
- Categories & Partner/Manager Responsible
Does not update existing clients.
IRIS Practice Engine –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Jobs
- Users
FibreCRM –> IRIS Practice Engine
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following via the IRIS Practice Engine API v9.6+
- Clients
- Contacts
- Jobs
IRIS Practice Engine data is updated when records are changed in FibreCRM.
IRIS Star Practice Management –> FibreCRM
Extracts & Syncs data every 10 mins:
- Clients
- Contacts
- Jobs
- Users
FibreCRM –> IRIS Star Practice Management
When Business Development Opportunities are won and KYC complete, FibreCRM creates/populates the following via the IRIS Practice Engine API v9.6+
- Clients
- Contacts
- Jobs
IRIS Star Practice Management data is updated when records are changed in FibreCRM.
Supports multiple QB companies!
Quickbooks Online –> FibreCRM
Extracts & Syncs data every 10 mins:
- Contacts
- Products/Services
- Tax rates
- Invoices
- Credit Notes
- Payments
FibreCRM –> QuickBooks
When Business Development Opportunities are won, FibreCRM creates Invoices in Quickbooks.
Synchronises:
- Contacts
- Recurring and one-off Invoices
- Products/Services
Xero –> FibreCRM
Extracts & Syncs data every 10 mins:
- Contacts
- Products/Services
- Tax rates
- Invoices
- Credit Notes
- Payments
- Branding Themes
- Categories
FibreCRM –> Xero
When Business Development Opportunities are won, FibreCRM creates Invoices in Quickbooks.
Synchronises:
- Contacts
- Invoices
- Products/Services
One-off importing service from supplied XLS/CSV. Examples of possible data import:
1. Clients extracted from Practice Management
2. Unsubscribes from Email Marketing Software
3. Prospects/Referrer exported from another data source.
Professional Services
Implementation Services of Optional Add-Ons
Data Enrichment
Data Importing
General Consulting and Advice
FibreCRM Tailor-Made Solution
A complete CRM and Onboarding solution tailor-made for your firm. Select which modules you’d like to see in your system and what integrations you will need to get the most out of your investment and create a single point of truth.
For further information and pricing contact us today and one of our specialists will be able to consult and advise on the best solution for your firm.
1. Software prices displayed are monthly and payable annually in advance. 12 month minimum contract. A 20% surcharge is added for monthly payments.
2. Software is hosted in a secure, dedicated, Amazon web service in a UK data centre.
3. 10 days is the estimated time to complete delivery of standard package. Time excludes elements of delivery that are outside of FibreCRM’s control. For instance, connecting to the customers email server or Azure network where single sign-on is desired rather than the normal username/password combination. Additional days will required to implement optional add-ons.
4. The standard package is shipped with a pre-configured complete onboarding system that does require editing. The configuration has been created from Top100 accounting firms in the UK and as such the customer is purchasing the system “as is”. The customer is responsible for adapting it’s own internal working practices to suit the pre-configuration solution and its standard processes and there is no ability for the customer to edit or change the standard package. This includes but not limited to the following:
- KYC forms
- Onboarding risk forms
- Client take-on forms
- Fields and screen layouts
- Engagement letter templates
