Document management software for accounting firms
- 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.
Electronic document management for an accounting firm is not general file storage with an accounting logo on it. The unit is the client, not the folder: one client has an entity type, a year end, several engagements over several years, and a pile of records that arrived in a dozen different ways. What a practice actually needs is to answer one question quickly, a year after the work is done: which version of this did the client approve, and when did it arrive? A shared drive answers that with a filename convention and somebody's memory. Tickmarko answers it with the client record, the date the document landed, and who put it there.
Open the Proposal software for accountants Free to use. No account, no card, no sign-up.
Everything arrives against a client, not a folder
A document lands on the client record with the engagement it belongs to and the date it arrived, whether it came through the portal, by email or from your own desk. There is no step where someone decides which folder it goes in.
The version that counts is the one with a date on it
Replacing a document keeps the old one and stamps the new. When a client says they sent the corrected file in February, the record either shows it or does not, and neither of you has to search an inbox to find out.
A year later it is still findable
The file is filed under the client and the engagement, so producing it for a reviewer, a successor practice or the client themselves is a search rather than an excavation of three shared drives and a departed colleague's mailbox.
Document management software for accounting firms: common questions
Is this a document management system or a practice management system?
A document management system. Tickmarko holds the client, the documents, the requests and the engagement paperwork. It does not record time, prepare returns, run a workflow across the whole practice or bill by the hour. If you need those, you need a practice management suite and we would rather say so than sell you half of one.
Can we put existing client files in?
Yes. Documents attach to a client and an engagement, so a back file goes in under the client it belongs to with the date it originally arrived rather than the date you uploaded it. What we do not do is guess which client an unlabelled file belongs to.
Who can see a client's documents?
Everyone in your practice with a login, and the client for the documents you share with them. There is no per seat charge, so the question of whether it is worth giving the new junior access does not arise.
Will it do what you need for Document management software for accounting firms?
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.