FibreCRM Pricing for Accountants

All fees are paid annually in advance.  Please speak to our accounts team if you prefer monthly payments.

End User License

Price per active user

£ 34 per Month

Cloud Hosting Included
(via Amazon Web Services AWS or self-hosting)
Minimum Users and Term Applies (speak to Accounts)

End User License includes:

  • Database of Clients, Prospects, Leads, Referrers
  • Referrer Management (Referrals in/out/across the Firm)
  • Marketing Lists & Events Manager
  • Lead Management & Routing
  • Opportunity Pipeline Tracking
  • Communication Log (Tasks, Meetings, Calls, Notes, Emails)
  • Automated Keep In Touch
  • Workflow Automation Rule Builder
  • Reporting & Dashboards (Including Upsell/Cross-Sell Reporting)
  • Security & Role Management
  • Includes Connector to Campaign Monitor for Email Marketing (Campaign Monitor Fees Apply)
  • Unlimited Custom Fields
  • Includes Free Connector to Companies House for Data Importing
  • Mobile/Tablet Friendly
  • Works with Onboarding Features (see below)

Onboarding Plan

FibreCRM’s optional onboarding features help you comply with money laundering regulations and your due diligence processes.  It makes perfect sense to build this process into your client journey.  From the initial marketing touch and all the way to fully onboarding a new client into your firm.

  • Proposal Generator with e-Sign
  • Engagement Letter Generator with e-Sign
  • Secure Client Data Capture Portal
  • KYC (Know Your Client) Due Diligence and Risk Assessment Forms
  • Links to Anti-Money Laundering Services including SmartSearch and GBG ID3 Global
  • Professional Clearance Letter Handling
  • Workflow Management and Automation
  • Reminders & Notifications
  • Create New Client in Practice Management (Requires either the addon for IRIS or Wolters Kluwer products)
  • Data Encrypted At Rest
Check out a typical accountancy firms process using this process map. Your firm can take all or part of this process and adapt to suit your own needs. Call us to discuss! 

Onboarding Plan

Onboard YOUR Clients. From Prospecting to New Client in Practice Management

£ 750 per Month

One fixed price for your entire firm.
End User Licenses required (see above)

Practice Management Integrations

Synchronise your client data. Eliminate double-entry. Pull all your disparate data silos together.  No other onboarding/CRM solution has the level of integration FibreCRM has with IRIS and Wolters Kluwer software.  Please call to discuss options and pricing. 

IRIS Tax & Practice Management

Sync IRIS data to FibreCRM:

  • Clients
  • Contacts 
  • Involvements
  • Categories
  • Attributes 
  • Services 
  • Income/Turnover
  • Recoverability
  • Job Stage
  • Users
  • Create Client in IRIS

IRIS | Star Practice Management

Two Way Sync:

  • Clients
  • Contacts 
  • Parent/Subsidiaries
  • Jobs
  • Custom Fields 
One-Way Sync to FibreCRM
  • Users
  • Dropdown Lists
  • Roles & Security

CCH Central Wolters Kluwer

Two Way Sync:

  • Clients
  • Contacts 
  • Assignments & Budgets
  • Extra Fields
  • Responsibilities
One-Way Sync to FibreCRM
  • Users
  • Dropdown Lists
  • Roles & Security

CCH ProSystem FX

Sync CCH Pfx Data to FibreCRM:

  • Clients
  • Contacts 
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Xero


Two Way Sync:

  • Contacts
  • Sales/Purchase Invoices
  • Payments
  • Notes
  • Credit Notes
  • Tax Codes

Integrations to Other Platforms

FibreCRM’s open API enables almost unlimited integration possibilities.  The options below provide native integration via the API however you can connect your favourite apps using middleware solutions such as Zapier or Integromat.

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SmartSearch AML 

 Business search & Individual AML search. Keeps an audit trail of all AML searches. Returns Pass/Fail/Refer. 

Connects to your existing SmartSearch subscription.
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GBG ID3 Global AML 

 International searches, PEPs & Sanctions checking, Ongoing Monitoring. Returns Pass/Fail/Refer 

Connects to your existing ID3 subcription.
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Companies House 

Got a name or company registration number? Then type it into FibreCRM and pull all the data from Companies House on the company and its officers. 

This is free with a FibreCRM User Licence.  

Connects to your existing ID3 subcription.

Outlook

MS Outlook 

 Archive emails to CRM contacts, sync calendar items and view CRM data inside Outlook.

This is a third party add-on. Call for prices. 
hubspot

Hubspot 

 Syncs contacts bi-directionally. Use HubSpots Marketing Hub together with FibreCRM’s accounting and CPA centric-CRM solution and build the optimum client engagement and marketing solution for your practice. 

Call for prices. 

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MailChimp 

 Love MailChimp? This optional plugin synchronises your marketing lists automatically saving you manually exporting/importing data. It also handles all your unsubscribes. 

This is a third party add-on. Call for prices. 

AE

Finalist for software Innovation of the year 2019