Accounting Client Management Software
High Quality Accounting CRM
Master your accounting CRM
The complete accounting client management tool holds client details, contacts, tasks, communication, notes, and documents in one place.
Powerful client management, with all client details, contacts, tasks, communication, notes, and documents integrated with your accounting software.
Kristupas Binkys.
Baltic Assist
Accounting firm client management feature simplifies collaboration within the firm
Accounting firm client management software simplifies collaboration within the firm
The comprehensive client profile keeps employees
informed and ready for action
Substitute colleagues easily
- Contact details and other necessary information
- Notes and documents
- Primary and regular user
- Additional customizable fields (e.g. rights in banks and public authorities)
Centralized customer information makes substituting employees easy
- Contact details and other necessary information
- Notes and documents
- Primary and regular user
- Additional customizable fields (e.g. rights in banks and public authorities)
Quick overview of your clients' tasks
- Client work plan - list of tasks
- Work status (completed, unfinished)
- Supervisor and the task performer
- Filters and search to quickly find the task you want
Client's work overview improves service quality
- Client work plan - list of tasks
- Work status (completed, unfinished)
- Supervisor and the task performer
- Filters and search to quickly find the task you want
Quickly transfer data to your accounting software
You can conveniently import customer information into Uku in two ways:
- Excel spreadsheet - Uku adapts to your data
- From an integrated accounting software, e.g. QuickBooks
Uku import makes data transfer quick and easy
You can conveniently import customer information into Uku in two ways:
- Excel spreadsheet - Uku adapts to your data
- From an integrated accounting program, e.g. Merit Aktiva
Accounting client management software features
Accounting client management software features
Contacts
Notes and documents
Add all important information in one place. This way leave replacements and employee changes go smoothly.
Custom fields
To the customer profile you can add all the information that is important for you, e.g. keep track of the client’s accounting program and banks.
Passwords and rights
Uku is a secure platform for storing passwords. Conveniently keep track of who has access rights to banks or public authorities.
Client work plans
Convenient overview of the client’s tasks and their statuses. When creating a work plan for a client, you can use templates created by yourself or Uku.
User rights
User rights let every employee see only the information they need. The supervisor also sees an overview of colleagues’ tasks.
Import and export
Customer data is importable and exportable. Bring your entire customer base to Uku with all relevant information. The exported file contains users added to the client, assigned rights, etc.
Client agreements monitoring
Keep an eye on workloads and operate profitably. Uku will notify you if the work done for the customer exceeds the agreed amount, so you can react in time.
Automated billing
Set up invoicing based on a fixed, hourly or piece rate. Hereinafter, Uku will automatically generate invoices for you. You can also send invoices directly from Uku.
Start a free trial or book a demo.
Start a free trial or book 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
