About Tickmarko
Document management, a client portal and the engagement paperwork for a small accounting practice
Who it is for
Built for small accounting and bookkeeping practices handling client documents, and nobody else
Not for a business looking to hire an accountant, and not for a finance team running its own books
What it does not do
- no ledger, no tax return preparation, no time recording, no billing, no payroll bureau, no CRM pipeline and no AML screening
What is on this site
2 free tools, each working its figure on the page with no account, and Tickmarko Pro that keeps the record. All tools · Pricing.
- Proposal software for accountants: Price an accounting engagement from your own figures: bookkeeping hours a month and the year end job at your charge-out rate, payroll runs at a fee each, rebilled subscriptions and an introductory discount, into a monthly fee and the annual value of the engagement.
- Engagement letter software for accountants: Work out the fee schedule an engagement letter has to name: the installment, the deposit on signing, the rate for out of scope work and what it will cost, the expected total for the year, and the late fee on one overdue installment.
What Tickmarko Pro keeps
The worksheets are free forever. Pro turns them into the record: the client file with its documents and requests, the engagement with its fee schedule, every change dated, your practice name and logo on the letter, no watermark, and an export when a reviewer or a successor practice asks.
Reach us
Contact for a question about the product, ask whether Tickmarko Pro does a particular thing, Support when something is broken or money is wrong, or hello@tickmarko.com. The legal terms are on Terms and Privacy.