Tickmarko

Document management software for accountants that keeps the client's records, the request list and the engagement paperwork in one place instead of an inbox, a shared drive and a chased spreadsheet. Two free worksheets run on the page with no account: price an engagement from your own hours and rate, and set the fee schedule an engagement letter has to name. Tickmarko Pro keeps every client, request, document and engagement as a record with a history, so a reviewer can find the file a year later. Nothing here is a fee scale, a tax rate or a professional standard; every figure is yours.

Who it is for: Built for small accounting and bookkeeping practices handling client documents, and nobody else

Tickmarko Pro is $79 per month for your whole practice, billed monthly.