Yeardesk keeps every client’s year-end and deadline in one calm list, sizes the work in hours or days, and suggests who does what, in what order.
Deadlines are worked out from the year-end and client type. Don’t know the year-end yet? Add it later — the client waits in a “needs year-end” list so it can’t be forgotten.
Rough is fine: three hours, half a day, a day and a half. People work at different speeds, so sizes stay deliberately loose — and you can change them any time.
Yeardesk lines work up by deadline and priority across each person’s week, and flags anything that won’t finish in time while there’s still room to move it.
Mark a return complete and the client drops to the bottom of the list with next year’s due date already set. If nobody sized the work up front, Yeardesk asks how long it took — so next year’s estimate starts from reality, not a guess.
One list of every client, ordered by the next deadline. Overdue in coral, due soon in marigold — the rest stays quiet.
Move work from To do to Waiting on client to Review. Filter to just your own work in one click.
Pick a size or type “4h”. Change it whenever you learn more. Actual time is captured when the work is done.
A plan for each person, built from deadlines, priority and their working hours — with at-risk work flagged early.
See who has room this week and who’s over. Unassigned work comes with a suggestion for who could take it.
Ctrl K jumps to any client or piece of work, and every change is kept in the activity history.
Workspaces are invite-only. Owners set the rules; Yeardesk enforces them on every sign-in.
Authenticator-app codes with one-time backup codes. Owners can require it for everyone.
Sign in with Microsoft 365. Your organisation’s own MFA and conditional access still apply.
Owners, Admins, Members and Viewers. Owners can appoint other owners and decide who invites.
Who changed a due date, who completed a return, and when — kept on every client and ticket.
The web app is here today. The mobile app uses the same account and the same list, so a return marked done on the train is done on everyone’s screen.
Mobile app — coming soonUK defaults out of the box — Self Assessment by 31 January after the tax year, company accounts nine months after the year-end — and every rule can be changed for your firm or for a single return.
Add the client anyway. They sit in a “needs year-end” list until you fill it in, then slot into the order automatically.
Not very. Hours for small jobs, half-days for bigger ones. If you skip the estimate, you’ll be asked roughly how long it took when the work is done.
Yes. People can use their work Microsoft account, or an email and password protected by two-factor authentication.
It’s on the way. It uses the same account and the same data, so anything you change on your phone shows up on the web straight away.
Set up your workspace and invite the team in a few minutes.