YEWO for accounting firms

Give each client the year-end check, then review their answers, documents, and questions in one place. You approve what they should discuss. This preview uses sample people only.

Open the sample dashboard

Example packages

Prices are placeholders. Each package includes the full set of firm tools.

Solo

15 client seats

Price: TBD

Placeholder. Not a real price.

Client seats
Firm branding
Custom questions
Document upload
Secure Q&A
CPA dashboard
CPA approval of strategies

Practice

75 client seats

Price: TBD

Placeholder. Not a real price.

Client seats
Firm branding
Custom questions
Document upload
Secure Q&A
CPA dashboard
CPA approval of strategies

Firm

300 client seats

Price: TBD

Placeholder. Not a real price.

Client seats
Firm branding
Custom questions
Document upload
Secure Q&A
CPA dashboard
CPA approval of strategies