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 is being built to keep 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.
Not launched yet Endearist is in development — there is nothing to download yet. This page describes how the app is meant to work. The first release is intended for Android and Windows; end-to-end encrypted sync over your own storage is planned for v1. See the roadmap →
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 planned per-contact cadence is meant to let 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 is meant to remind 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 is meant to keep 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 is meant to log who referred whom and remind you to thank and tend each referrer, and a warmth score could flag the ones you haven't spoken to since their last referral arrived. Warmth tracking: scope and availability are not confirmed. Status: not decided yet.
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 designed local-first: notes are meant to stay on your own device, export to plain Markdown and never pass through a vendor's server. Discretion by design — which should also keep the data-protection conversation pleasantly short. The vendored app measurement does not confirm an encrypted local database. It records an unencrypted SQLite file; an app lock does not encrypt that file. Protect your device and backups independently.
Planned as a one-time licence — 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's pricing proposal is a one-time licence for the part of your work no module covers: staying genuinely connected to the people behind the mandates. And because everything is meant to export to plain Markdown, your thirty years of relationship notes would outlive any software vendor — including us. Proposed plan, not purchasable yet: local core and data export. The proposed 25-contact limit is not a confirmed entitlement. Proposed plan, not purchasable yet: local app and AI with your own key (planned for v1). Sync over your own storage is planned for v1. Managed cloud services are not a lifetime feature. Proposed plan, not purchasable yet: managed AI (planned for after v1, as part of the Pro Cloud subscription only) and Endearist Cloud (planned for after v1, as part of the Pro Cloud subscription only). Specific budgets, routing and prices require approval. Family sharing: not decided yet; no included family seat is promised.
When Endearist isn't the right fit
This does not touch client financials, and it is not a practice-management system — no engagement letters, no time tracking, no filing deadlines. Your practice software owns that and should. Endearist is meant to sit next to it for the part that is genuinely relationship work: the client you only speak to at year-end, the referrer who has sent nobody in eighteen months, the business owner whose situation changed and who has not thought to tell you. If your client list is small enough that none of that slips, you do not need this.
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Endearist is in development.
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