Quicko Pro

Quicko Pro

Quicko Pro is an online practice management software for accountants and advisors that centralises orders, customers, payments, bookings and teams, and includes built-in AI to speed workflows and organisation.

Quicko Pro is work & productivity software teams evaluate for productivity. Use this page to review pricing, integration signals, and the best alternatives before you commit.

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#66 in Productivity (66 tools)
Added 1 year ago
Data reviewed Jul 15, 2026

Profile facts come from the vendor source. AiMatch labels unknown pricing or API details instead of estimating them.

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Quick Overview

Best for: Productivity

What it does

Work & Productivity software for decision-makers comparing workflow fit and alternatives.

Best fit

Productivity

Pricing snapshot

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Quicko Pro

Quicko Pro is an online practice management platform designed for advisors and small professional practices. It centralises orders, customers, payments, bookings and teams into a single workspace and provides an order management system that tracks work from booking to delivery. The product positions itself for solo advisors up to growing practices and includes built-in AI (AI Sidekick / intelligence in the workflow) to help users move faster, stay organised, and deliver consistently. The site promotes features for discovery (custom storefront), revenue conversion, and workspace tools for managing bookings, payments and team collaboration.

An AI-first practice management platform that helps accountants and advisors run their advisory online with customizable storefronts, integrated payments, real-time analytics, and AI-powered workflow automation.

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Key Features

AI Sidekick

Built-in AI assistance surfaced as intelligence in the workflow to help prepare for meetings and speed routine tasks.

Setup Store / Custom storefront

Create a custom storefront so new customers can discover and connect with services beyond your existing network.

Customise Branding

Options to tailor branding for your storefront and catalogue (listed as a core capability).

Manage Teams

Workspace tools to collaborate with team members and stay on top of practice operations.

Curate Catalogue

Maintain a catalogue of services offered to customers via your storefront.

Be Accessible / Set Availability

Set availability to accept bookings and be accessible to customers through the platform.

Manage Bookings

Order management system to manage bookings from scheduling through delivery.

Accept Payments / Monitor Earnings

Accept payments, view settlements and monitor earnings from the workspace.

Track Analytics

Analytics and metrics to track visitors, bookings and conversions.

Capture Leads & Boost Ratings

Tools to capture leads and manage customer reviews/ratings to grow the practice.

Go Paperless

Capabilities to reduce paperwork through the platform (listed among features).

Offer Discounts

Support for offering discounts to customers (listed among features).

Integrate Apps

Mentioned ability to integrate other applications with the platform (no specific integrations listed on the page).

Pricing

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Use Cases

Tax advisory practices

Manage client bookings, filings, payments and communications for tax advisors using a central workspace.

Legal advisory / Solo legal practitioners

Enable solo legal advisors to organise bookings, accept payments, and scale client service (customer story examples cited).

Investment advisory and corporate secretariat services

Centralise service catalogue, bookings and payments for investment and corporate secretariat advisors.

Solo advisors and growing firms

Support for both solo professionals and teams to bring structure, visibility and focus to daily operations.

Discovery and client acquisition

Custom storefront and search/discovery features to help advisors get discovered by new customers beyond their network.

Integrations

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Benefits

Turn time into revenue by listing services and accepting bookings/payments through a storefront.
Get discovered by new customers via a searchable custom storefront.
Centralised order management that tracks work from booking to delivery.
Built-in AI that helps users move faster and stay organised.
Workspace features for team collaboration, booking management and payment tracking.
Analytics and earnings monitoring to improve conversions and operations.

Limitations

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Frequently Asked Questions

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Getting Started

  1. 1 Step 1: Get started / Sign up via the Quicko Pro site ("Get started" CTA).
  2. 2 Step 2: Setup your store and customise branding, catalogue and availability (features listed: "Setup Store", "Customise Branding", "Curate Catalogue", "Set Availability").
  3. 3 Step 3: Start accepting bookings and payments, manage bookings and monitor analytics from the workspace.

Support

Talk to sales

Contact sales via the site ("Talk to sales" CTA listed in header/resources).

Help Center / Docs

Help Center listed under Resources on the site for product help.

Web resources

Site links such as Pricing, Tools and Brand Kit are provided as resources.

API

Available: No

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