Recurring Tasks with Client-Specific Deadlines
Set recurring tasks in Uku to follow each client's own dates — VAT stagger groups, financial year ends, licence renewals — instead of one firm-wide date.
Author
Maile Roosmäe
COO
COO at Uku. Six years of onboarding accounting firms onto Uku — she sees how firms actually set up their workflows, client dates and automations, and brings what she learns back into the product.