Quicko Pro - Practice management software for accountants

Hey there!

I am Vishvajit, founder at Quicko and Sandbox.

We have just launched something new and I wanted you to be one of the first to hear about it.

Say hello to Quicko Pro, a platform for financial, legal & investment advisors to run and grow their practice online.

Using Quicko Pro advisor can:

1. Set up an online advisory

2. Offer services and collect payments

3. Track bookings and customers

4. Use AI to automate workflows, draft documents, automate responses & more

5. Collaborate with team

With Quicko Pro by their side, advisors can outperform themselves rapidly and almost limitlessly.

Today, we’re sharing it with the world on Product Hunt, so if you’ve got thoughts, ideas, or feedback, we’d love to hear them.

Thanks for reading it thus far, hope you like what we are building.

If you've ever run a busy offline practice, you know the kind of quiet chaos that creeps in: people missing appointments, calendars not talking to each other, clients waiting for updates, and your team constantly juggling things that shouldn't be that hard. All of this rooted in one messy reality.

And we noticed that, up close.

So, countless white-boarding sessions, team discussions, back-and-forths on design, late-night code reviews, and a concerning amount of caffeine consumption later, Quicko Pro came to life.

We weren't trying to build yet another tool, but to take a lot of invisible effort out of the day-to-day: the small things that make a big difference when you're running a service business.

If you deal with shifting schedules, overlapping appointments, or just too much manual follow-up, we'd love for you to try it out.

Curious to hear what makes sense, what doesn't, and everything in between.

— Nityam, developer @ Quicko Pro

Hi Product Hunt People!

We’ve just launched Quicko Pro — a platform to help tax, legal and finance advisors run their practice online with ease.

I’m Jinesh, one of the developers on the team, and I’ve had the chance to work on some key parts of the product, including:

• The Order Management System for tracking and completing bookings.

• Global Search to instantly find bookings, plans, customers, and more.

• The Onboarding & KYC flow to help advisors get started quickly.

• The Settings Module for managing workspace, teams, pricing, and more.

• And a bunch of behind-the-scenes syncing to keep things smooth and reliable.

We’re super excited to finally share this with you. Would love to hear what you think. Thanks for checking it out!

Hi everyone! 👋 I’m Jiya, a product designer who’s spent the past few years building Quicko Pro.

During tax season, I’ve seen advisors buried under 📄 stacks of papers, juggling nonstop 📞 calls, and relying on 📝 sticky notes to hold their practice together. The problem isn’t their expertise, it’s that the tools they have weren’t built to make their work easier.

That’s where Quicko Pro began, not as just another platform, but as a way to quietly take that weight off. What started out with three interns sketching ideas on whiteboards ✍️ has grown into something that now helps multiple advisors simplify their day-to-day.

Our goal has always been to take the busywork off their plate ✨ so advisors can focus on their expertise. After years of shaping, ideating, and refining, it’s finally here. Excited to see how it helps and curious to hear what you think. 🚀

Hi everyone! 👋

I’m Charu, one of the designers building Quicko Pro for the past few months, and it’s been one of those things that quietly teaches you a lot.

Two of my favorite and frankly the most challenging problem statements were Leads and Document Checklists.

We built Leads because most teams we’d seen don’t have the resources to set up a full CRM. They’re already stretched, switching between calls and tasks, trying to keep track of who said what and what needs to happen next. This was our way of helping them stay organised without adding more work. It was a fun and exciting challenge to take on, designing a condensed version of CRM that is meaningful and fits perfectly into our app.

Meanwhile, the Document Checklist was built for a quieter kind of frustration, the kind that shows up when a meeting could have gone smoothly but doesn’t just because someone forgot to send a file. It gives teams a way to ask for what they need upfront so clients can upload everything in advance. Designing this feature was a simple reminder of how the smallest things, when done right, can take away a surprising amount of stress.

We’ve put a lot of thought into building something that feels genuinely useful, and we’d love for you to give it a try. I’ll be around all day if you have questions, feedback, or just want to say hi!

Quicko Pro is the result of a lot of long conversations. Some that started with "it's just a small thing", and end four hours later with 2 whiteboard sketches and 3 possible directions. We have obsessed over the wording of one button, debated tooltips, and spent hours on deciding the placement of one icon that you might not even notice.

The designers poured hours into perfecting every pixel, every margin, every ratio. The developers have spent late nights making sure every line of code worked exactly the way it is supposed to. And in the midst of it all were conversations, discussions, and decisions (and second-guessing each of those until we were confident).

All of this to untangle the quiet messes we have observed professionals deal with every day. The scattered client details, missing files, overlapping calendars, and the feeling that you are always playing catch-up instead of staying ahead. We watched advisors spend time making sense of the chaos instead of actually serving their clients.

With Quicko Pro, we wanted to bring order to this chaos, instead of adding more clutter to it.

I have been lucky to be in the thick of it all, as we worked towards building a product that wasn't just functional, but thoughtful.

If you've got thoughts, feedback, ideas, let us know!

Hey everyone,

Building Quicko Pro has been one of the most fulfilling projects I’ve worked on. As developers, we often think in terms of features and code—but this time, it was deeply personal. We sat with professionals running their services, shadowed their workflows, and felt the friction they face every single day.

From syncing calendars to managing client workflows, even the smallest problem sparked long debates in our team. Every pixel, every API call, every dashboard view came out of that obsession with making something genuinely helpful.

We’ve built Quicko Pro to take the chaos out of running a modern practice—so you can focus more on your clients and less on the busywork. I’d love for you to try it out and share what you think—your feedback will help shape what comes next.

— Parth, developer @ Quicko Pro

Loving the real-time analytics baked in—finally, no more flying blind with client ops. That’s super smart, tbh. This is gonna save me so much hassle!

Hey everyone! 👋

I’m Abhinav Sharma, and I’ve had the amazing opportunity to be part of the team behind Quicko Pro, first as an intern, and now as a full-time Full Stack Developer.

Being part of this journey has been nothing short of incredible.

Over this time, I’ve had the chance to work on a bunch of impactful features that are now live in the product:

• Global Search: Built using OpenSearch, it lets users instantly search across multiple entities within a workspace.

• Plan Catalogue: A feature that allows advisors to view plans offered by a workspace and generate custom, shareable links for customers.

• Document Checklist: This helps both advisors and customers understand which documents are required for a plan. It’s a simple idea, but it saves a lot of back-and-forth.

• Leads Management System: My favorite (and most challenging!) project. I got to build this from scratch, and it now allows workspaces to track leads and manage their entire lifecycle, all within the product.

Would love for you to check out Quicko Pro, and feel free to reach out, I’m happy to share more about the tech, the process, or anything else you'd like to know!

Most professionals don’t need another tool. They need a place that tells them: what’s happening, what needs action, what’s next.

That’s what I focused on while designing Quicko Pro, the dashboard that feels like a command center, not a cluttered inbox. Analytics that don’t just show data, but momentum. Earnings that aren’t just numbers, but context. A bookings view that respects your time.

We designed it to make running your practice feel less like firefighting, and more like flow.

Would love for you to take it for a spin. Let me know what lands – and what doesn’t.

I've used a bunch of accounting platforms but it seems to understand the modern-day accountant better than most. It's cleat this was built with real professionals in mind. The customizable storefront is genius.

Is this specifically designed for accounting departments or even solo business owners can use it?

Great product!!! Amazing interface and easy to use.

Hi Vishvajit,
I tried to use FREE Trial but can not create account. Tested 5 min ago!

Can you please check the issue?