Quicko Pro

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.

How to Use

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.

Quicko Pro's

Key Features

• AI Sidekick
• Customisable Storefront
• Integrated Payments
• Real-time Analytics and Reports
• Order Management System
• Team Management
• Catalogue Management
• Direct Messaging
• Booking Management
• Product Suite

Use Cases

• 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.