Client Agreement Monitoring for Accounting Firms

Do you know how profitable
your clients are?

Data-driven work volume reports help respond to changes on time and prevent free extra work.

No credit card required.

TOP Accounting practice management SOFTWARE

Uku's client agreement monitoring view
Christer Haimi

“Uku has given me and other managers valuable insights on employees, clients, and tasks.”

Christer Haimi.

CHK

Automated reports compare
client agreements to the work you've actually done

Automated comparison between client agreements & work done

Earn fair profit on each client and service.

Real-time overview of workloads

Uku's client agreement monitoring view examples

Real-time overview

Uku's client agreement monitoring view examples
Uku's monitoring view examples

Match prices to the actual workload

Uku’s automated monitoring reports show when you need to raise your price.

Higher profit

Uku's monitoring view examples

Don't waste time on complicated set ups

Uku's client agreement monitoring setup view

Easy to set up

Uku's client agreement monitoring setup view

Accounting Client Agreement Monitoring Features:

Client agreement monitoring features

Monitor by time

Compare the time agreed upon with the actual time spent on a client.

Monitor by the volume of work

Compare the work agreed upon with the actual volume of work.

Set allowed fluctuation

Set allowed time and volume of work fluctation.

Easy to set up

Set up monitoring for all of your clients at once. It is easier than filling an Excel sheet.

Visual overview

Monitoring shows you visual data about client agreement fulfilment.

Real-time data

Monitoring is in accordance with real-time data.

Key Features of the Software for Accounting Firms

Workflow Automation

Standardize your accounting work with recurring task templates and dependencies. Hereinafter Uku will send the tasks to the right person’s dashboard at the right time.

 

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Task Management

Tasks appear on the dashboard and in the calendar when it’s time to work on them. The accounting team lead gets a quick overview of whether the work is on schedule.

 

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Time Tracking

Tracking time is addictively easy in Uku, the bookkeeping practice management software. Enter time manually or track with the timer and conveniently map even the smallest tasks.

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Team Collaboration

Take the pain out of employee replacements. Assign tasks to an accountant, add attachments or comments and keep relevant information in one place.

 

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CRM

Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.


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Business Analytics

Uku gives you an overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.


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Client Agreement
Monitoring

Keep track of billable hours and operate profitably. React operatively to workload changes – Uku notifies you when the workload exceeds your agreements.


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Flextime

Manage work-life balance with ease with accountants practice management software. Get an overview of your team’s working hours, overtime, and vacation balance.

 

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Automated Billing

Speed up your invoicing by setting up automated billing with a fixed, hourly or service-based rate. Send invoices to clients and your accounting software.

 

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Email Management

Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place — never miss client communications or deadlines in your accounting workflow.

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Document management

Smart document management system for accounting firms: keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.

 

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Client Portal

Elevate your client communication, streamline documents collection and digitisation with your beautifully branded, simple, secure Client Portal.

 

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Project Management

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

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Client Budgeting

Agree on a budget with your client, and we’ll help you keep track. Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.

 

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Workforce Management

All-in-one workforce management platform for accounting firms: centralize employee data, automate HR tasks, and streamline time tracking in one powerful solution.

 

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Integrations

Uku fits nicely in your toolbox and is integrated with other software and business registers. Automated data exchange further reduces tedious and error-prone manual work.

 

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Highly Valued Accounting Practice Management Software,
Trusted by Thousands of Accountants.

Start a free trial or get a demo.

Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.

Rain Allikvee

Let’s create a dream, where the team is happy, clients are well served and profits are fair.

Rain Allikvee / Uku’s co-founder