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Quicko Pro
Online practice management software with AI for advisors

What is Quicko Pro?

Quicko Pro is an online practice management software designed to streamline operations for professional advisors. It consolidates orders, customers, payments, and teams into a single platform, providing structure and visibility for daily workflows. The core functionality revolves around a robust order management system that tracks progress from booking to delivery, ensuring everything stays organized.

With built-in AI capabilities, the tool enables users to move faster, stay organized, and deliver consistent results. It offers features like a branded storefront for online presence, team management tools, and analytics for data-driven decisions. The platform is tailored for solo advisors and growing practices, helping them manage bookings, collaborate effectively, and scale their services efficiently.

Features

  • AI Sidekick: Built-in AI assistant to help users move faster and stay organized
  • Order Management System: Tracks orders from booking to delivery for streamlined operations
  • Branded Storefront: Customizable online storefront to showcase services and build customer trust
  • Team Management: Tools to manage teams and collaborate effectively on advisory tasks
  • Analytics and Reports: Track performance, analyze trends, and make data-driven decisions

Use Cases

  • Managing customer bookings and appointments for advisory services
  • Creating an online storefront to showcase and sell advisory services
  • Tracking order progress and delivery for tax or legal advisory work
  • Collaborating with team members on client projects and workflows
  • Analyzing business performance and customer trends to optimize operations

FAQs

  • Does Quicko Pro offer a free trial?
    Yes, Quicko Pro offers a 30-day free trial for its plans.
  • Do Chartered Accountants registered on ICAI get special pricing on Quicko Pro?
    Yes, there is an ICAI offer for special pricing.
  • Do I need to choose a plan before getting started on Quicko Pro?
    No, you can try free for 30 days without choosing a plan initially.
  • Are there any hidden fees?
    No, there are no hidden fees; pricing includes 2.5% payment gateway charges.
  • Can I update the price of my services later?
    Yes, you can easily update your catalogue and pricing as your business grows.

Helpful for people in the following professions

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