See how Yodal
helps Accountants

to transfer and
protect client wealth.

Everyone’s Estate Planning solution.

Yodal partners with Accounting firms of every size – from independents to multi-partner firms.

We’ve modelled the opportunity for leading Accountants around Australia and can do the same for you.

An Accounting
firm with an outstanding vision

This Brisbane based firm is maximising their potential.

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Yodal Accountant 2 Thumb

Using estate
planning as a
catalyst for growth

This accounting firm demonstrates clever thinking in action.

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Find the right Yodal solution for you.

Secure. Simple. Streamlined.

Yodal unlock revenue

Unlock revenue.

No matter the volume, you will realise the rewards of new revenue and increased client retention by adopting a Yodal estate planning solution.

Control the process.

Stop referring business for no return. Complete the estate planning process internally as a vital part of your advice offering for your clients.

Yodal control process
Yodal risk

Reputation is everything.

As partners to firms of every size, we have transparent processes that minimise your exposure to both financial and reputational risk.

Succession is the key.

The wealth of opportunity within estate planning is exponential. Grow your existing client relationships and realise generations of succession through dedicated estate planning.

Yodal succession
Yodal simplicity

Simplicity in fulfilment.

We know you’re busy, so we’ve streamlined a complex process. Our intuitive solutions require limited resources and enable you to focus your time on what you do best.

Your existing potential.

Re-engage with disengaged clients. The opportunity to deliver invaluable advice gives you the perfect reason to get back in touch with those once-a-year clients and grow something from nothing.

Yodal growth
Yodal lower cost

Lower the cost of advice.

Offer greater value to your clients by leveraging the technology behind Yodal. Achieve more with less.

Let’s find the right Yodal solution for you.
Answer a few quick questions to find your best fit…

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See more Estate Planning Resources