Quicko Pro
AI-first online practice management software for advisors.
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Quicko Pro is an AI-first online platform and practice management software designed to help professionals, particularly advisors and accountants, run their advisory services online. It centralizes orders, customers, payments, and teams, featuring a powerful order management system to track progress from booking to delivery. The platform aims to bring structure, visibility, and focus to daily operations for both solo advisors and growing practices, leveraging AI to enhance speed, organization, and consistency.
Users can build an online store, customize their branding, list services in a catalogue, accept bookings, collect payments, and track earnings. The platform allows for managing teams, communicating with customers via direct messaging, and utilizing tools for various services like tax filing, bookkeeping, and legal advice. It helps users get discovered by new customers beyond their network through a custom storefront and potentially a marketplace listing.
Choose this if you want a pro-level AI tool that makes tax filing and financial management way easier. It's built to handle complex tax scenarios so you don't have to sweat it.
Up to 5 team members. For small teams who want to boost customer satisfaction and increase productivity. +2.5% payment gateway charges.
For larger teams to manage growing demand and scaling your business. +2.5% payment gateway charges.
Scale with a Marketplace Listing. Get discovered by new customers and grow your advisory through our Marketplace. +2.5% payment gateway charges.
For serving a large customer base and enterprise needs, offering bulk pricing.
