For accountants
A personal CRM for accountants — clients stay thirty years when you remember more than their numbers.
The deadlines live in your practice software. The people don't. Endearist keeps the client who's handing the company to his daughter, the one whose audit wraps in March, and the banker who keeps referring you — on your device, outside the office system.
Each client has a season — meet them in it
The restaurateur's worst month is January; the farmer's fiscal year ends in June; the client under audit finally exhales in March when the examination closes. Endearist's per-contact cadence lets you time the personal check-in to their calendar, not yours — a call the week after the audit ends lands very differently from one in the middle of it. Your practice software knows the deadline; Endearist reminds you to know the person.
Succession conversations decide the next thirty years
When your client hands the family business to his daughter, your mandate is handed over too — or it isn't. Endearist's relationship journal keeps what matters for that handover: the daughter's name, the degree she just finished, the doubts her father voiced over the year-end dinner two years ago. The advisor who knew her before she signed anything is the advisor she keeps.
New mandates come from old mandates
You don't run ads; you get referred — by the client who mentions you to fellow business owners, the bank advisor who sends founders your way, the lawyer who passes along every inheritance case. Endearist logs who referred whom and reminds you to thank and tend each referrer, with the warmth score flagging the ones you haven't spoken to since their last referral arrived.
Personal observations don't belong in the office system
That a client's marriage is straining, that his son's spending worries him, that she's quietly weighing a sale of the company — you need to remember these to advise well, and they must not sit in a system your whole team can open. Endearist is local-first: notes live on your own device, export to plain Markdown, and are readable by you alone. Discretion by design — which also keeps the data-protection conversation pleasantly short.
€69 once — priced like a tool, not like a module
Practice software bills per workstation, per module, per year — you know those invoices better than anyone. Endearist costs €69 once, for the part of your work no module covers: staying genuinely connected to the people behind the mandates. And because everything exports to plain Markdown, your thirty years of relationship notes will outlive any software vendor — including us.
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