Yearendo

About Yearendo

Yearendo is built for the partner or practice manager of a small CPA firm that runs payroll and recurring filings for its clients. Each client becomes one record holding its pay frequency, next payroll run, due filings, year-end date, the staff member who owns the work, and the fee the firm charges.

The product pairs that client book with free worksheets for blended and billable rates. Firms enter their standard rates, staff costs and realization once, then price an engagement from their own numbers before committing to software. Once a client says yes, the quoted fee turns into a client record and then an engagement, so next year the firm can see what was agreed, what was run and what was filed.

Yearendo differs from a full practice management suite by staying narrow. It is priced for the whole firm rather than per user, and it suits firms too small for workflow, document portals and timekeeping systems. The site states a single Pro price of $79 per month, with a free 14-day trial and no card needed.