Accounting and professional services
For accountants, bookkeepers, advisers and consultants: the same forty onboarding questions answered from your own content, engagement letters signed on a phone, and renewals flagged 30 days out from the document’s own dates.
20 minutes, on your own website, no slide deck. First month free.
Answered in seconds, alerted in minutes, signed before dinner.
Answers from your own content, remembers people, and hands over to a person when it matters.
Every conversation becomes a scored lead, credited to the ad that produced it and reported every month.
One line of code, one record per person, and a person always clicks send.
In one sentence
For accounting and professional services practices, YDO answers onboarding questions from the practice’s own content, gets engagement letters signed on a phone and flags renewals 30 days out.
The pain
Every July the same thing happens. Engagement letters go out, two thirds come back, and someone spends a fortnight chasing the rest, while answering the same questions about what to bring, what it costs and when the deadline is.
The work is not hard. It is just repetitive, time-bound and entirely made of things a person should not be doing by hand.
Three jobs
What to bring, what it costs, what the deadline is, what you do and do not handle. Answered from your own published material, with a refusal and a callback when it does not know.
Start with the PDF you already send. Type who it goes to in a sentence and the form fills itself. A person always clicks send.
Flagged 30 days out from the document’s own dates. One click refills the template and sends it again, details already in place.
For the client
One link, no account, no app. Opened on the phone in their hand and signed with a finger.
Details come back on their own: next year their details return, highlighted for checking.
A closed tab costs nothing. Ticks save as they go and the link reopens filled in.
For the practice
Signers go in order, reminders name exactly what is left, corrections take seconds.
Sent, opened and signed on one screen, with every stuck letter listed and the reason it is holding.
Staff see only their own. A contractor cannot wander through another client’s documents.
Before you go further
Out of the box, YDO does not connect to your practice software. It sits in front of the practice, on the website and in the engagement paperwork. If you need it to talk to your practice manager, that integration is built as a YDO Custom project. YDO Custom
It answers from what you have published. Anything that needs judgement gets a refusal and a callback, which is the only behaviour a professional practice can actually put on its website.
Why it holds up
The sealed certificate records each signature with time and place.
Correct the address and the old link stops working that moment.
Read from the document’s own dates. One click refills the template.
Questions we get asked
Not out of the box. An integration with your practice software is built as a YDO Custom project. YDO Custom
We describe what the certificate records: each signature, the time, the place, a verifiable seal. Whether that meets your professional obligations is a question for your own advisers and your professional body.
You do. They are yours and they leave with you.
Twenty minutes. We will run it end to end, including the renewal flag.
20 minutes, on your own website, no slide deck. First month free.
See the renewal flag