The partner, practice manager or office manager of a CPA or accounting firm of two to twenty people that runs payroll and recurring work for a book of business clients and sets its own feesNot a business trying to hire an accountant or a payroll provider, not a taxpayer, not a law firm, and not a practice buying document management or an entire practice suite
Yearendo is for the partner or practice manager of a small CPA firm that runs payroll for its clients: every client as one record with its pay frequency, its next run, the filings it is due, who on the staff owns it and what the firm charges for it. The worksheets on this site are free and work the firm's own costs on the page, with no account, so you can price an engagement before deciding whether the software earns its place.
Yearendo Pro is $79 per month for the whole firm, billed monthly.
Free to use. No account, no card, no trial clock.
The worksheets cost nothing. Pro begins where the client says yes: the fee turns into a client record, the client gets a payroll calendar and a year end, and next January the firm can still read what it agreed, what it ran and what was filed.
$79 per month, whole team
Yearendo Pro is $79 per month for the whole firm, billed monthly. Billed monthly. Cancel any time from your account page. Price and renewal terms are shown before checkout.
Price, run, remember
Partner, manager and staff hours at your standard rates give a blended rate; the realization you actually achieve gives the fee you can quote and still make the margin the firm needs on every hour.
A client's pay frequency, next run, quarterly filings and year end sit on the client record with the staff member who owns them, so a deadline never depends on who happens to be in the office that week.
Most of a firm's revenue is the same clients renewing, and the fee review is far easier when the last fee, the hours it took and the runs it covered are one search away rather than in an old email.
A firm of forty with workflow across tax, audit and advisory, a document portal, time capture and billing in one system should buy a practice management suite and use its client fields. Yearendo is for the firm below that size, where the alternative is a spreadsheet of clients, a shared calendar and a partner who carries the rest in their head.
Yearendo: The client's payroll calendar, its filings, its year end and its fee history, the way a small firm actually runs a client
A practice management suite: A generic client card you adapt to payroll and year-end work yourself
Yearendo: Your standard rates, your realization and your staff costs, once, on the worksheets
A practice management suite: A workflow, a document library and a timekeeping policy, before a client is entered
Yearendo: One price for the whole firm, however many people see the calendar
A practice management suite: Per user, so the admin who checks the deadlines is a licence
Yearendo: It becomes the client record, then the engagement, then the invoice, from the same lines
A practice management suite: Rekeyed from a proposal tool into the suite, where the agreed scope quietly drifts
This page states no competitor price. Practice management suites price per user and publish their rates on their own sites; read the current figure there before you compare, because an unread figure is an invented one. Yearendo Pro is $79 per month for the whole firm, the only price on this page.