No more scratching around in your mailbox looking for details of an appointment with your client?
In a heartbeat.
In a heartbeat.
With our Yearplan tool, this will be a thing of the past. In addition, Yearplan encourages proactive planning and collaboration, so that you as an accountant are better able to respond to the needs of the client.
Improve your client relationships
Yearplan is the solution for proactive planning and for clear monitoring of the progress and upcoming deadlines.
Most accountants and financial service providers serve a wide range of clients from various sectors. To be able to offer these clients a high-quality service, clear agreements must be made about the collaboration and the accounting procedure. This is often a time-consuming process, and it involves monitoring the planning manually. the requirements your clients have set for the delivered services have changed. For instance, clients expect more transparency in the process and they also expect assignments to be processed faster. Effective planning is essential to be able to meet these demands.
All client details in one comprehensive overview? In a heartbeat.
Many clients, requirements and deadlines, but no overview?
By using our standard templates for various processes, such as preparing income tax returns or financial statements, it is easy to make a planning with your client that will cover all the various components. In addition, you can create a personalized planning with your client. Yearplan offers a suitable solution for every client situation.
Yearplan supports your digital heart
Link with PBCL
Yearplan also has an integrated link with our PBCL app. This means that tasks and deadlines from the PBCL can be added into Yearplan. All deadlines, requirements and appointments are shown in one easy-to-navigate tool.
Curious what we can do for you?
Request an online demo and become inspired!