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Let’s have a closer look at each new feature coming with the Elite subscription plan.
Accounting Firm Document Management
Managing documents across clients, projects, and team members can be time-consuming and chaotic for an accounting firm.
Uku’s new Documents app simplifies this process by saving every file uploaded by a client or team member in the right place.
How Does the Document Management App Work?
Every file uploaded to Uku through the client portal, team members, or task attachments Uku moves to your document storage system, like Google Drive or OneDrive, etc, through the integration.
The files are backed up into your Uku document repository.
You can choose which files to store. If you don’t want to store any files for security reasons, you can turn off the backup and send all of your files straight to your document management system.
Uku makes organizing easier and creates a structured folder system: by client, year, and month.
With Uku, you can edit live documents without the need to download, modify, and re-upload. Changes are reflected instantly, ensuring your workflow remains efficient and organized.
The repository doesn’t stop at 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.
Custom Menu for Your Accounting Client Portal
A consistent and professional client experience is essential for any accounting firm. Uku’s client portal is a central hub for all client communication and insight.
Previously, Uku’s client portal had a dashboard with tasks for your clients. Now, the client portal offers a complete, customizable menu that you can design to fit your client’s needs.
Add custom menu items, choose icons and link them to any URL, whether it’s a document folder, a workflow, or external tools.
You can decide if links open within Uku or in a new tab.
How to use Uku’s new client portal custom menu?
Client onboarding
Guide new clients through their onboarding process from start to finish with Uku.
Start with an onboarding template in your projects app. Direct all tasks to your client portal to help clients see what they must do. Next, add your onboarding questionnaire to the client portal, for example, through a Google Form.
When the client completes onboarding, turn “Onboarding” invisible and activate the “Agreements” menu point.
Gather more information
Add menu items for shared documents, feedback surveys, or client satisfaction questionnaires. Collect input directly from the client portal so your client does not have to travel between emails and pages.
Upsell opportunities
Showcase your entire range of services in a menu item with a link to the list of your complete services. Upselling is a great way to earn profits without onboarding new clients and risk uncertainty.
Access to invoices and financial reports
Add a menu item that leads to a Google Drive folder with all their invoices. Display all invoices sent to the client in one location.
Add another menu item for their financial reports. Start-ups appreciate having a constant overview of their finances. Your clients can access critical insights and never have to email you to see their data.
Workforce management
Every accounting firm takes a different approach to workforce management, whether through spreadsheets, a combination of various apps, or workforce management software.
Workforce management is more than tracking hours or logging attendance.
It’s about having everything you need to understand and support your team right at your fingertips.
Uku’s new workforce management feature is perfect for managing remote, in-office, or hybrid teams. We designed the feature in collaboration with accounting firms to ensure it meets the suitable needs.
All-in-One Employee Profiles
Thanks to standard and custom fields, employee profiles now have more details than before. With all this information in one place, the HR department has a much better overview of employees.
Add custom fields for contract dates, software proficiency, health check reminders, or assigned equipment.
Track essential information like contact details, departments, skills, certifications, performance metrics, contract start dates, software proficiency, and assigned equipment.
Built-in Note-Taking
The new workforce management feature includes an easy note-taking feature, so it’s easier to keep essential updates or conversations within each employee profile. Notes can be attached directly to employee profiles for quick reference. Log important conversations, performance reviews, onboarding progress, and policy documentation.
One-Click Office Attendance Tracking
If your firm operates with a hybrid team, Uku’s workforce management feature lets employees log their work locations. This feature makes planning meetings, managing office space, and seeing where your team works easier.
As with many other features in Uku, office attendance tracking is automated.
It works through IP addresses, this feature automatically identifies whether employees work remotely or in the office based on their location.
If you’re not using IP addresses, employees can turn remote work mode on from a button on their dashboard, under a task, or even by separating time entries by remote or office work.
Comprehensive Flextime Reporting
Flextime reporting clearly shows the team’s worked hours, expectations, overtime, and vacation balances. Managers can also compare planned versus actual office time to understand how location affects your team’s profitability.
Elite plan users have customizable settings for expected working hours, which allows for more precise tracking for individual employees or special agreements.
Budgets
Keeping track of project and client budgets can be challenging. Many scenarios exist in which one could lose money instead of earning honest pay.
For example, your client starts with a straightforward monthly bookkeeping plan, but soon, they’re reaching out for extra advice on taxes or financial forecasting.
Another example is when multiple team members work on one project. Monitoring each team member’s time allocation to the project budget is necessary to stay within cost limits.
Overspending can sneak in before you realize it.
How does Uku’s budgeting feature help your accounting firm earn fair profits?
Client’s Budgets in One Place
Uku’s budgeting feature lets you set specific budgets for clients, topics or projects to manage and monitor spending against agreed-upon limits.
Budgeting is an excellent tool for managers to check each client’s profitability.
Example: Your budget for a client’s monthly bookkeeping is $1000, which means a certain number of working hours.
According to the billable rates you set for each employee or company-wide, Uku calculates when you’re starting to reach the limit you’ve set. Setting rates for different services (such as consulting or bookkeeping) provides a detailed view of budget usage based on actual service costs.
Budget Reaching Alerts
Uku sends users alerts in the app as notifications, on the client’s sidebar, under the task, or via email. These alerts notify you before exceeding budgets, allowing adjustments to keep costs aligned.
If any budget approaches or exceeds its limit, a red warning icon appears on your task, allowing you to take action before costs get out of hand.
Flexible Budgets for Clients, Topics, or Projects
Budgets are most helpful for users of Uku’s automated billing solution for annual reports or audits. Apply budgets for these tasks for each client and have the ultimate overview of profitability.
If you haven’t set up billing in Uku, don’t worry — you can still track budgets by topic or project, so your spending stays aligned no matter how complex the service arrangement is.
Open API Transports Your Data
An API allows software to communicate with each other. Uku’s new API provides a standardized way for your firm’s existing systems to interact with Uku.
For instance, you can import client information from CRM platforms like Pipedrive into Uku.
API ensures consistency and saves time from manual data entry.
Another option is to extract invoices and financial data from Uku and integrate them with your financial reporting tools, which will give you comprehensive insights and help you make informed decisions.
You can also develop solutions that meet your firm’s needs and connect your system with Uku using the API.
Actionable audit log
Uku’s new actionable audit log puts you in control by tracking every change made in your Uku system. You’ll always know who did what, when, and why. From restoring deleted tasks to tracking data edits, the audit log ensures nothing gets overlooked.
Don’t waste time recalling and describing lost information to Uku’s customer support – do it yourself!
The audit log records every essential action, making it easy to answer critical questions:
Who deleted a task, and when?
Who changed a task’s plan or details?
Who updated or deleted client or company data?
Who modified agreements or invoices in a contract?
Searchable and organized actions
Uku’s actionable audit log is powerful and user–friendly. It’s fully searchable, so you can quickly find the information you’re looking for, making your tasks easier and more efficient.
Filter by user, action type, or specific items, such as deleted tasks or edited client records, to pinpoint what happened and when.
New Elite Apps Coming in 2025
And that’s not all! There are several new apps coming in 2025 as part of the Elite plan.
BI Reporting
Empower your company to analyze and gain insights into client and member performance, focusing on financials and time.
Zapier integration adds 5,000+ integrations
Build all the automations and workflows you need for your business with the Uku and Zapier integration.
Lost revenue report
Find places where you can still settle accounts with clients.
Capacity planning
Set task time estimations and let Uku AI refine them over time for greater accuracy, enabling better workday planning.
Capacity planing helps foresee the workload for future periods. Accounting firms often have questions like:
“Do I have enough employees for the next couple of quarters/years?”
“How is workload distributed in the team and how complicated can the work get?”
“When can I expect more or less work can be expected from different clients?”
Proposals
Create, send, and track proposals and other documents to close more deals.
E-signatures
Collect e-signatures and manage the complete document approval process from your clients directly in Uku
Uku’s New Elite Subscription Plan Makes Work Even Easier
Document management integrations, a customizable client portal menu, workforce management, budgeting, Open API, and an actionable audit log are here to make your work in an accounting firm easier.
Each feature was designed to simplify accounting firms’ workflows, save time, and provide better insights, helping your firm in every way. The Elite subscription plan is now available, and we’re excited for you to explore how these updates can enhance your day-to-day operations.
Juuli Pihel
Marketing Specialist at Uku
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Juuli Pihel
Marketing Specialist at Uku
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