HR Performance Management Software for Accounting Firms

Formalize performance evaluations, enhance team collaboration, and maximize your accounting firm productivity with one easy tool.

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“With PerformYard, people have a lot less anxiety going into review meetings and are generally happier coming out. We've come a long way with our performance management process.

Adam H. | Director of Talent Mgmt. | Accounting

Flexibility for your firm 

PerformYard helps accounting firms create customized performance management processes that align with matrix-style organizations. The platform makes it easy to run concurrent review cycles, including 360 reviews and project-based evaluations. 

Run project-driven reviews 

Build a collaborative review cycle based on project completion. Select team members as peer reviewers and enable continuous feedback to eliminate the lag between performance and evaluation.

Performance Management for Accounting Firms

Build Your Unique Process

PerformYard addresses the unique needs of any accounting organization.

The platform streamlines goal-setting and employee reviews for public accounting firms that provide external audit, tax, and advisory services. PerformYard also aligns organizational goals and provides real-time feedback tools for in-house accounting teams.

PerformYard boosts accountability for government accounting entities that deal with public funds. It can also set performance metrics, track progress and ensure transparency for non-profit accounting entities that have to ensure the effective use of funds.

Performance Management Software Overview

Your Complete Performance Management Toolkit

Reviews & Check-Ins

Drive performance conversations that inspire growth

  • Employee appraisals
  • 360 reviews
  • Quarterly check-ins
  • Project-based reviews
  • One-on-ones

Goal Management

Align your people around what’s next

  • Collaborative goal setting
  • Goal check-ins
  • Cascading goals
  • Development goals
  • Corporate objectives
  • Employee performance visualizations

Continuous Feedback

Formalize continuous and relevant feedback

  • Continuous feedback
  • Employee recognition
  • Employee performance notes
  • Manager feedback
  • Feedback requests

Reporting and Analytics

Inform your HR decision making

  • Performance trends
  • 9 box grids
  • Rankings
  • Summary reporting
  • Review form calculations

Employee Engagement

Listen. Learn. Take Action.

  • PerformYard Engagement Survey
  • Engagement Factors and Questions
  • Engagement Trends Dashboard
  • Satisfaction Factor Analysis
  • Dynamic Employee Cohorting