No more scratching around in your mailbox looking for details of an appointment with your client?
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.

  • null
    Insight into all activities and deadlines concerning your client
  • null
    Easy to share appointments made with your client
  • null
    Clear monitoring of progress and deadlines
  • null
    Plan recurring projects involving several activities
  • null
    Processes are monitored from A to Z
  • null
    Notifications on your control dashboard
Clarity

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

Progress monitoring and reporting

Easy and transparent planning

Communication module

Keep important deadlines in mind

Advanced export functionalities

Smart notifications

Links with own file applications

Proactive planning and collaboration

Link with pbcl

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!