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
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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Client management, documents and billing for accounting firms.
Founded 2014 · HQ Draper, US
Canopy profile →Digital identity checks for regulated client onboarding.
Founded 2017 · HQ Cardiff, UK
Credas profile →Proposals, engagement letters and automated billing.
Founded 2013 · HQ Sydney, Australia
Ignition profile →Workflow, email triage and capacity planning for firms.
Founded 2014
Karbon profile →Standardised client data for compliance and advisory work.
Founded 2013 · HQ Ghent, Belgium
Silverfin profile →AML and identity verification for regulated firms.
Founded 2005 · HQ Ilkley, UK
SmartSearch profile →All-in-one practice management for tax and accounting firms.
Founded 2017 · HQ New York, US
TaxDome profile →Billing and collections automation purpose-built for accounting firms.
Founded 2020 · HQ Charlotte, US
Aiwyn profile →Engagement terms turned into automated billing and collection.
Founded 2019 · HQ New York, US
Anchor profile →Automated tax return analysis and planning opportunity reports.
Founded 2019 · HQ College Station, US
Holistiplan profile →More practice management vendors in the directory
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.
