Project management for complex engagements, simple oversight.
Onboarding, audits, year-end closes — track every project's progress in real time.
- Project templates for recurring engagements
- Dependent tasks — the next step starts itself
- Real-time progress overview , no status meetings
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Accounting project management is different from generic project management because the "project" is rarely a one-off. A year-end close, an audit, or a new-client onboarding is a client engagement that repeats — next year, next audit season, next new client — on a deadline the filing calendar sets, not one your team picks. What matters isn't a Gantt chart; it's whether every engagement is on track and who's covering it when the assigned accountant is out.
A year-end close or a new-client onboarding is dozens of dependent steps across people. When the project lives in one template, the next step starts itself — and you see progress without asking.
Real-time project progress
Every engagement's status at a glance — which steps are done, which are blocked, who is on them.
Steps from the template
Onboardings, audits, and closes run from proven templates. Nothing depends on someone remembering.
Dropped handoffs
Dependent tasks notify the next person automatically when the previous step completes. No gaps between colleagues.
"Launching great systems requires good cooperation. Uku’s team truly listens, understands and supports you as much as you need."
Mart Nõmper, Rödl & Partner
Run every engagement from a proven playbook.
Build templates for client onboarding, audits, and year-end closes. Apply them in one click — customized per client.
- Templates carry steps , checklists, assignees, and deadlines
- Simplify onboarding for new clients and team members
- Consistent quality across the whole firm
The next step starts itself.
Chain tasks with dependencies: when one completes, the next is triggered and its owner notified. Deadlines cascade automatically.
- Dependent tasks across team members
- Milestones mark the checkpoints that matter
- Deadline changes ripple through the plan
Track progress without a meeting.
A live overview of every project: completed, in progress, blocked. Workload across projects, per person.
- Project status visible to leads at all times
- Spot blockers while there is still time to react
- Day-to-day work runs through Task Management
An engagement in progress doesn't stop because someone's out.
A client engagement isn't a task list one person owns — it's work the whole team needs to keep moving even when the assigned accountant is on vacation or out sick.
- Bulk reassignment moves a colleague's tasks and clients to a substitute in seconds, temporarily or for good
- Vacation and sick-leave cover is planned in Flextime, not a spreadsheet next to the plan
- The same onboarding, audit, or year-end template applies every time that engagement comes around — see Team Collaboration
From template to done — with nothing in between.
This is one part of running the firm end to end — see the full accounting practice management software.
Start from a template
Audits, year-ends, client onboarding — reusable project templates keep your firm's processes consistent at scale.
Link tasks with dependencies
Dependent tasks and milestones keep the sequence right — the next step appears when the previous one is done.
Monitor progress in real time
Stay up to date with every detail and see instantly whether the project is on schedule — without asking anyone.
Accounting project management features.
Further reading: project management for accounting firms and managing work processes and meeting deadlines.
Project templates
Onboarding, audit, and year-end playbooks — reusable and refinable over time.
Task dependencies
Completing one task triggers the next and notifies its owner automatically.
Checklists
Every step broken into checkable items so nothing is skipped under pressure.
Attachments and notes
Instructions, agreements, and working papers attached to the step they belong to.
Roles and rights
Each member sees their part; project leads see the whole engagement.
Progress reports
Time and status by project — know the real cost of every engagement.
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 run client onboarding from a template with dependent steps?
- Can a completed task automatically trigger the next one?
- Can I see every project's progress in one real-time view?
- Can I set milestones for audits and year-end closes?
- Can deadlines cascade automatically when the plan shifts?
- Can I attach instructions and working papers to project steps?
- Can I see time spent per project to know its real cost?
- Can team members see only their part while leads see everything?
- Can I reassign an entire engagement when the assigned accountant is on vacation?
- Does the same template apply the next time that client's engagement comes around?
Project management questions.
What is project management in Uku?
Uku projects are engagements built from templates — client onboarding, audits, year-end closes — with dependent tasks, milestones, checklists, and a real-time progress overview.
How is it different from task management?
Task management handles the recurring daily and monthly work; project management handles multi-step engagements with dependencies and milestones. Both share the same dashboard, so your team works in one place.
How do task dependencies work?
Chain tasks so that completing one triggers the next and notifies its owner. Handoffs between colleagues happen automatically — no one waits for an email that never comes.
Can I use templates for client onboarding?
Yes. Build an onboarding template once — questions, access requests, document collection, setup steps — and apply it to every new client. Most firms onboard new clients in under a week.
Can I track the profitability of projects?
Yes. Time tracked on project tasks rolls into reports, so you see the real cost of each engagement and can price the next one accordingly.
Is project management included in my plan?
Project features are part of the Team and Enterprise plans, together with workflow automation.
How is accounting project management different from generic tools like Asana or Monday?
Generic project management tools assume a project has a clear end and a team that picks its own milestones. Accounting engagements repeat — the same year-end close, audit, or onboarding recurs client after client, year after year, on a deadline the filing calendar sets. Uku is built around that: reusable engagement templates, dependencies between accountants, and coverage when someone's out — not a blank canvas you configure to fit accounting work.
What happens to an engagement when the assigned accountant is on vacation?
Reassign their tasks and clients to a substitute in bulk — one action, not one task at a time. Vacation and sick-leave cover is planned in Flextime, so coverage is arranged before someone's out, not scrambled together the morning they don't show up.
Can I see where a specific client's engagement stands right now?
Yes. Each engagement's progress — done, in progress, blocked — is visible in real time, so a project lead can answer 'where's the Acme year-end at' without pinging the accountant working on it.
Have a question? Contact us — real people answer.
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