Client management software for accountants
- Monthly fee
- $684.75
- Bookkeeping
- $570
- Payroll
- $50
Every figure on this page is computed from the inputs entered, by the method stated below it. Tickmarko publishes no fee scale, no tax rate and no professional standard: the hours, the rate, the discount and the late-fee percentage are yours, and the defaults are a worked example to replace with your own figures.
Client management software for accountants means different things depending on who is selling it, and most of the time it means a CRM: a pipeline of prospects, marketing sequences, a deal value. That is not what a small practice asks for when it says it cannot keep track of its clients. What it usually means is that the entity type is in one place, the year end is in another, the engagement letter is in an inbox, the outstanding records are in someone's head, and the fee is in a spreadsheet. Tickmarko's answer is a client record that holds those five things and the documents attached to them, and no pipeline at all.
Open the Proposal software for accountants Free to use. No account, no card, no sign-up.
One record per client, with the facts that decide deadlines
Entity type and year end sit on the client, because those two fields are what determine every date the practice cares about for that client.
Engagements hang off the client
A client can have several engagements over several years, each with its own scope, fee schedule and status. The client is the constant; the engagement is what changes.
Documents and requests hang off the engagement
Everything asked for and everything received belongs to a specific engagement, so the file for one year's work does not silently absorb the next year's records.
Client management software for accountants: common questions
Is this a CRM?
No. There is no pipeline, no deal stage, no marketing sequence and no lead scoring. If you want to manage prospects and campaigns, buy a CRM; Tickmarko starts at the point where someone is already a client.
Can I see everything due this month?
You can see engagements by status and clients by year end, which is what drives a small practice's month. What we do not do is compute statutory deadlines for you, because getting that wrong in software would be worse than not offering it.
How many clients can we keep?
There is no cap on the paid plan and no per client charge. The price is $79 a month for the practice whether you have 30 clients or 300.
Will it do what you need for Client management software for accountants?
Tell us what your practice needs and we will tell you straight whether Tickmarko Pro does it today, whether it is coming, or whether you need a different product instead. A person reads these and replies.