FibreCRM alternatives

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FibreCRM alternatives

FibreCRM is CRM and client onboarding software built for accountancy firms, covering leads and campaigns, proposals and engagement letters, client data capture and KYC/AML risk assessments with partner sign-off. Founded in Cornwall in 2007 and run by founder Simon Leek, it counts TC Group, Gerald Edelman and Harold Sharp among its customers.

Firms comparing it usually look at AccountancyManager and Pixie for practice onboarding and client chasing, at Karbon and TaxDome for wider practice management, and at Ignition for proposals, engagement letters and billing.

What FibreCRM does

CRM and client onboarding for accountancy firms: leads and campaigns, proposals and engagement letters with e-signature, client data capture and KYC/AML risk assessments with partner sign-off.

Main office
Pool Innovation Centre, Cornwall, UK; US office in Chicago
Customers
TC Group, Gerald Edelman, Harold Sharp and Dolan Accountancy
Pricing
Practice CRM £60 per user a month billed yearly, based on a typical 100-user installation; US package US$550 a month with five users
Risk assessments
Braid, launched September 2026, produces a 13-section client risk assessment in about 90 seconds
Full FibreCRM profile →

Alternatives in Practice Management

48 other vendors in this category. Vendors with an Accountio profile are shown first; the rest of the directory follows.

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More practice management vendors in the directory

  • Aero WorkflowStandardised procedures and workflow for accounting firms.North America
  • AmiqusIdentity, AML and source of funds checks for professionals.United Kingdom
  • AtlasWorkflow and client delivery automation for accounting firms.Asia Pacific
  • BrightPractice, payroll and compliance software for UK and Irish firms.United Kingdom
  • BrightManagerUK practice management with automated client chasing.United Kingdom
  • Client HubClient portal with open item tracking for firms.North America
  • ConeProposals through to payment for accounting practices.North America
  • Content SnareStructured client document requests with automated reminders.Asia Pacific
  • FigsFlowAutomated pricing and compliant engagement letters.United Kingdom
  • Financial CentsJob tracking, deadlines and capacity for bookkeeping firms.North America
  • Firm360Projects, time, billing and documents in one firm platform.North America
  • First AMLAML onboarding and due diligence for professional firms.Asia Pacific
  • FisklMulti-currency invoicing and accounting for firms and clients.Europe
  • FYI DocsDocument filing and workflow automation for practices.Asia Pacific
  • GlasscubesInformation requests and record chasing in one workspace.United Kingdom
  • GoProposalStandardised pricing, scope and proposals for firms.United Kingdom
  • HubSyncAutomated data gathering and engagement delivery for firms.North America
  • InsteadTax planning strategies and client-facing advisory plans.North America
  • IRIS Software GroupPractice management, tax and accounts production for UK firms.United Kingdom
  • Jetpack WorkflowRecurring job and deadline tracking for accounting firms.North America
  • LiscioSecure client messaging and file exchange for firms.North America
  • Mango Practice ManagementTime, billing and project management with integrated payments.North America
  • MyFirmsAppBranded client mobile app for accounting firms.United Kingdom
  • Pascal WorkflowWorkflow and proposals linked to engagement delivery.North America
  • PixieClient onboarding and workflow for small accounting firms.United Kingdom
  • Practice ProtectAccess and identity security built for accounting firms.Asia Pacific
  • RightworksManaged cloud hosting for accounting firm software.North America
  • SafeSendAutomated tax return assembly, e-signature and delivery.North America
  • SmartVaultDocument management and secure client portal for firms.North America
  • SuiteFilesDocument management for firms built around Microsoft 365.Asia Pacific
  • TaxWorkFlowWorkflow, documents and time tracking for tax firms.North America
  • The Access GroupPractice management and compliance suite for accountancy firms.United Kingdom
  • ThirdfortClient verification and source of funds for professional firms.United Kingdom
  • TidyflowJob, deadline and team allocation tracking for practices.United Kingdom
  • UkuTask automation, time tracking and deadlines for firms.Europe
  • UncatResolve client coding queries without email back and forth.North America
  • VerifyleSecure client document exchange for professional firms.North America
  • Virtual CabinetDocument management and secure portal for professional firms.United Kingdom

How to choose

  • Where does work start in your firm: email, a client portal or a job list?
  • Which tax and accounting software must it connect to, and which client communication should run through it?
  • How is it priced: per user, per client or by module, and what do the add-ons cost?
  • How will existing clients, jobs and documents move across, and who helps with that?

Compare further

Common questions

What are the main alternatives to FibreCRM?+

AccountancyManager and Pixie cover practice onboarding and client chasing, Karbon and TaxDome cover wider practice management and workflow, and Ignition covers proposals, engagement letters and billing.

Has FibreCRM been acquired or merged with another company?+

No acquisition or merger has been announced. FibreCRM Ltd is a private company run by its founder and CEO, Simon Leek, who holds more than half of the shares, with equity investors including the Bayes Entrepreneurship Fund, the Cornwall & Isles of Scilly Investment Fund, Chelverton Asset Management and Macaulay. In September 2026 it launched Braid, a client risk assessment tool.

How much does FibreCRM cost?+

The Practice CRM plan costs £60 per user a month billed yearly, based on a typical 100-user installation, with a 20% surcharge for monthly billing and a 12-month minimum contract. The Enterprise plan is priced on request, and a US package costs US$550 a month with five users.

Part of Accountio’s accounting technology coverage.