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
AI-first online practice management software for advisors.
- Building and managing an online tax practice.
- Running an online advisory for legal, investment, or corporate secretarial services.
- Managing bookings, collaborating with teams, and serving customers efficiently.
- Getting discovered by new customers beyond traditional word-of-mouth.
- Streamlining services like tax filing, bookkeeping, and compliance.
- 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.
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No Fee 1031 Qualified Intermediary that shares interest earned on exchange funds.
