Managing documents across clients, projects, and team members can be time-consuming and chaotic for an accounting firm. Uku’s new document management app simplifies this process, ensuring that every file uploaded by a client or team member is instantly saved in the right place so nothing slips through the cracks.
How Does the Document Management Feature Work?
Every file uploaded to Uku through the client portal, team members, or task attachments Uku stores in the document management feature.
Uku even creates a structured file system to prevent inefficient document storage, organizing files into folders by client, year, and month.
Goodbye to scattered files and hours spent reorganizing folders manually.
Everyone can customize what gets saved. Choose to store only task-related files, client-uploaded documents, or files added by team members. The repository adapts to fit your accounting firm’s needs.
Live Document Editing
Accessing and editing files is simple in Uku. When you open a document, Uku directs you to your preferred document management tool (like Google Drive) in a new tab.
You can edit live documents without the hassle of downloading, modifying, and re-uploading. Changes reflect instantly, and your workflow stays efficient and organized.
Choose Your Security Level
If your firm has strict security policies, you can choose not to back up documents in Uku. Disable the option in the settings menu and keep documents within your external document system.
Store Templates
The document management app doesn’t stop at traditional documents. Save email templates, workflows, instructions, or client-specific notes to a unified system so everyone can access them when needed. Uku is here to keep everything centralized for your accounting firm to make finding what you need easier for your accounting team.
Uku’s document repository helps create systems from chaos. Accounting firms receive hundreds, if not thousands, of emails per week. Keeping track of those requires good organizational skills. Uku does everything for you. It organizes the documents and holds them where everyone has access when needed.
