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.
TOP Accounting practice management SOFTWARE
“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
- Automated comparison between client agreements and actual work done
- Overview of the time spent and the volume of work (entries, documents)
Real-time overview
- Automated comparison between client agreements and actual work done
- Overview of the time spent and the volume of work (entries, documents)
Match prices to the actual workload
Uku’s automated monitoring reports show when you need to raise your price.
- Red – client exceeds agreed plan
- Green – work done is within the agreed limits
- Orange – there is room for additional work
Higher profit
- Red – client exceeds agreed plan
- Green – work done is within the agreed limits
- Orange – there is room for additional work
Don't waste time on complicated set ups
- Set up monitoring for all your clients at once
- Get accsess to real-time data
- Raise prices on a timely manner
Easy to set up
- Set up monitoring for all your clients at once
- Get accsess to real-time data
- Raise prices on a timely manner
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.
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.
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.
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.
CRM
Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.
Business Analytics
Uku gives you an overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.
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.
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.
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.
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.
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.
Client Portal
Elevate your client communication, streamline documents collection and digitisation with your beautifully branded, simple, secure Client Portal.
Project Management
Simplify onboarding for new clients and team members. Track project progress with a real-time overview and run any deadline-driven projects.
Explore more ›
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.
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.
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.
EMPTY
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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.
“
Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
