Click Tick

HI, WE'RE CLICKTICK

WE'LL CHANGE YOUR IDEA OF ENGAGEMENT LETTERS!

ClickTick revolutionises how Accountants and Bookkeepers generate ‘Letters of Engagement’ and refreshes the efficiency of the practice.

Join Today

ABOUT US

WHO WE ARE

OUR PHILOSOPHY

ClickTick Docs® makes Letters of Engagement and client signup simple and fast.

Client Engagement takes time and is usually non chargeable but the theory is the time is invested in gaining that new client.

In reality, it is time that could be better spent. ClickTick walks you through the various steps and tailors a Letter of Engagement to your practice and individual client requirements. No two clients are ever the same and there is nothing standard about clients.

OUR HISTORY

ClickTick Docs® was born through years of experience working in the Accountancy Profession and knowing first-hand how time consuming and frustrating Client Engagement paperwork can be, and hence ClickTick was developed.

Like insurance you never know how good it is until you need it, and Letters of Engagement are paramount for Accountants and Bookkeepers to issue to safeguard against any potential client issues. Knowing that the terms have been agreed between you and your client from the outset gets you off to a great start.

Click Tick
Getting a new client is very exciting, but it does take time to initiate and complete the Client Engagement process. Time is money, as they say, and Client Engagement is time that is usually non-chargeable, so improve your efficiency by creating Letters of Engagement fast!
Your client hub shows all your clients within your practice and displays the essential details at a glance. See the status of a client’s engagement, whether in progress, accepted or approaching renewal.
ClickTick Docs® caters for multiple clients, so you can add clients as your practice grows and maintain all your clients’ data in once place.
Your clients can be setup up according to their legal structure, Sole Trader, Limited Company or Partnership and LLP’s, so each Letter of Engagement is tailored to the specific client type.
We we offer

Improve practice efficiency

Speed up the process of Client Engagement with a step by step form process and tailor each letter to each specific client. Update and reissue letters when clients’ details change and regularly review.

Look professional, feel professional

All businesses have terms and conditions that must be agreed by the customer or client, and Accountants and Bookkeepers are no exception. It is your business, so set out your terms and conditions of your practice that work for you.

The right start

Setting out the terms and conditions in detail from the start is the best practice to ensure that if there are any issues, they can be referred to and applied. Regularly updating and reviewing your Letters of Engagement is good practice housekeeping.

Consistent, yet personalised

ClickTick Docs® Manager provides a logical and methodical approach to creating and maintaining Client Engagement Letters. In addition to this, a consistent format and workflow is followed allowing letters to be customised to the individual client, ensuring all areas are covered or reviewed.

OUR FEATURES

HOW WE DO IT

Add Your Practice

Using the ClickTick step by step form process you can quickly register and setup your practice in minutes via the Practice Profile Hub.

Customise To Your Practice

Customise your practice settings by entering the details that are applicable to you and your practice and selecting the terms that work for you and your business.

Add Your Clients

Add your clients and enter as much information as you want, but remember the more information you enter, the better you know your client, and the greater the letter.

Step By Step Forms

Step by Step forms guide you through registering your practice and clients. This information is entered only once but used multiple times in producing your documents.

Selectable Content

Selecting your terms, text and letters is done by simply clicking and selecting checkboxes, then tailoring even further with client or agent specifics with a few more clicks.

Create, Issue, Review - Repeat

ClickTick makes the process of Client Engagement easy, create your letter and issue to your client, but that’s not the end of the story, review your client regularly with ease.

OUR PRICING

CHOOSE YOUR PACKAGE

Practice Starter

£12500
/ year excl. VAT

£150.00 / year inc. VAT

  • Up to 20 Clients
  • All Templates
  • Document Builder
  • Unlimited Documents
  • Client Hub
  • Companies House Lookup
  • Email Ticket Support
  • Equivalent to:
    £6.25 per client* per year
Join Today

* based on full usage of client limit.

Practice Essentials

£25000
/ year excl. vat

£300.00 / year inc. VAT

  • Up to 50 Clients
  • All Templates
  • Document Builder
  • Unlimited Documents
  • Client Hub
  • Companies House Lookup
  • Email Ticket Support
  • Equivalent to:
    £5.00 per client* per year
Join Today

* based on full usage of client limit.

Practice Pro

£50000
/ year excl. vat

£600.00 / year inc. VAT

  • Unlimited Clients
  • All Templates
  • Document Builder
  • Unlimited Documents
  • Client Hub
  • Companies House Lookup
  • Email Ticket Support
  • Less than
    £5.00 per client* per year
Join Today

* based on full usage of client limit.

DOCUMENT TEMPLATES

INCLUDED IN ALL SUBSCRIPTIONS
  • LETTER OF ENGAGEMENT STANDARD TERMS
  • LETTER OF ENGAGEMENT SCHEDULE OF SERVICES
  • MORE PRACTICE TEMPLATES TO BE RELEASED

OUR ADDRESS

WHERE YOU CAN FIND US



Office Location

Stockport,Cheshire,
United Kingdom



Email us

hello@clicktick.co.uk



Working Hours

Monday - Friday 9:00 - 17:00

GET IN TOUCH

SEND US A MESSAGE