Project Management for Accounting Firms

Keep work on track

Simplify onboarding for new clients and team members
Track project progress with a real-time overview
Run deadline-driven projects

No credit card required.

4.8

Uku project management dashboard for accounting firms

"UKU has made it easy to track tasks and projects. It is good to see and analyze later how much time was spent on the task."
— Heli P., verified on G2

What project management delivers

100%

On-time project delivery

Every project task has a clear deadline and responsible person. Nothing falls through the cracks, even during team substitutions.

Missed onboarding steps

Create onboarding templates once. Every new client or team member gets a complete set of tasks with the right deadlines automatically.

Real-time

Progress tracking

See which tasks are done, in progress, or overdue across all active projects. Make decisions based on actual data, not assumptions.

Accountancy Practice Management Software

Why accounting firms
love ❤️ Uku?

1 Powerful task management

Focused, productive & organized

A simple way to track your clients' work status and who's doing which task. Never miss a task deadline again, even when substituting a colleague.

2 Automated invoicing

Billing is simple & fast

Uku does the mundane work of creating invoices for you. You just have to proofread and send the invoices out.

3 Workflow automation

Save ~30% of the time

Set up recurring tasks, emails for notifications and reminders, and much more. Add, edit, and reuse the templates forever.

4 Actionable insights

Full visibility to grow

Time-tracking based insights help you price your services fairly and determine where to remove inefficiencies.

Project management checklist

Yes, Uku project management can do that.

Every project management question we hear from accounting firms — and the answer is always the same.

Can I simplify onboarding for new clients with project templates? Yes!
Can I onboard new team members with a structured project? Yes!
Can I track project progress in real-time? Yes!
Can I see which project tasks are done, in progress, or overdue? Yes!
Can I assign tasks to specific team members within a project? Yes!
Can I set deadlines for individual project tasks? Yes!
Can I track time spent on project work? Yes!
Can I reuse project templates for recurring project types? Yes!
Can I see project tasks on each team member's dashboard? Yes!
Can I run deadline-driven projects like annual reports or audits? Yes!
Can I manage multiple active projects across the firm? Yes!
Can I see a firm-wide overview of all project progress? Yes!

"Great way to create team-wide projects that include repeating tasks that need to be completed each day/week/month etc."
— Karl-Hendrik V., verified on Capterra

FAQ

Questions about project management

What kind of projects can I manage in Uku?

Uku handles any deadline-driven project in an accounting firm. The most common use cases are new client onboarding, team member onboarding, annual report projects, and audit preparation. Any work that has a start date, end date, and a set of tasks can be managed as a project.

How does Uku help with client onboarding?

Create an onboarding project template with all required steps — from collecting documents to setting up accounting software. When a new client arrives, assign the template and every task is automatically created with the right deadlines and responsible people.

Can I track project progress in real-time?

Yes. Uku gives you a real-time overview of project progress. You can see which tasks are done, which are in progress, and which are overdue. This works for both individual projects and across all active projects in your firm.

How is project management different from workflow automation?

Workflow automation handles recurring monthly tasks — the work that repeats every period. Project management is for one-time or occasional work with a clear start and end date. Both use tasks, but projects have a defined scope and deadline.

Can team members see their project tasks on the dashboard?

Yes. Project tasks appear on each team member's dashboard alongside their regular workflow tasks. They see deadlines, priorities, and can track time on project work just like any other task in Uku.

Can I use project templates?

Yes. Create a project template once — define all tasks, assign responsible roles, set relative deadlines. Then reuse it every time you onboard a new client or start a similar project. This ensures consistency and saves setup time.

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