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
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
Onboarding Plan
Onboard YOUR Clients. From Prospecting to New Client in Practice Management
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
- Users
- Dropdown Lists
- Roles & Security
CCH Central Wolters Kluwer
Two Way Sync:
- Clients
- Contacts
- Assignments & Budgets
- Extra Fields
- Responsibilities
- Users
- Dropdown Lists
- Roles & Security
CCH ProSystem FX
Sync CCH Pfx Data to FibreCRM:
- Clients
- Contacts
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.
SmartSearch AML
Connects to your existing SmartSearch subscription.
GBG ID3 Global AML
Connects to your existing ID3 subcription.
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.
MS Outlook
This is a third party add-on. Call for prices.
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.
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.
