Client Management for Accounting Firms

Connect everything your team needs to deliver consistent, professional client service

Centralize client details, contacts, tasks, and documents in one profile
Substitute colleagues easily with complete client history at hand
Import your client base from Excel or your accounting software in minutes

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4.8

What client management delivers

100%

Client info in one place

Contacts, notes, documents, passwords, and access rights. No more scattered spreadsheets or searching through emails.

Disruptions during substitutions

When a team member is away, their replacement has immediate access to everything. Client service continues without a gap.

2 min

To import your full client base

Upload an Excel file or connect your accounting software. Uku adapts to your data and brings everything over automatically.

"Our core value propositions are cost-efficiency, reliability and transparency. Uku helps us deliver all that and more."
— Kristupas Binkys, Baltic Assist

Client Profile

Centralized client information makes substituting colleagues easy

The comprehensive client profile keeps every team member informed and ready for action.

Contact details, notes, documents, primary and regular users, and custom fields like bank access rights and public authority permissions. All in one place.

Client Work Plans

Quick overview of your clients' tasks

See each client's complete work plan with task statuses, supervisors, and performers at a glance.

Use filters and search to quickly find any task. Know exactly what is completed and what still needs attention.

Uku task plan — client work plan with task statuses and deadlines

Import & Export

Quickly transfer data to your accounting software

Import client information into Uku in two ways: an Excel spreadsheet (Uku adapts to your data) or directly from an integrated accounting software like QuickBooks.

Export client data with all assigned users, rights, and relevant information whenever you need it.

Uku data import — transfer client data from Excel or QuickBooks

Accounting CRM

Accounting CRM software features

Contacts

Enter all customer contact information in Uku so they're always at hand for all team members.

Notes and documents

Add all important information in one place. Leave replacements and employee changes go smoothly.

Custom fields

Add any information important to you. Track the client's accounting software, banks, and more.

Passwords and rights

Uku is a secure platform for storing passwords. Track who has access rights to banks or public authorities.

Client work plans

Convenient overview of the client's tasks and their statuses. Use templates created by yourself or Uku.

User rights

Every employee sees only the information they need. Supervisors get an overview of colleagues' tasks.

Import and export

Bring your entire customer base to Uku with all relevant information. Export with assigned users and rights.

Client agreements monitoring

Keep an eye on workloads and operate profitably. Uku notifies you when work exceeds the agreed amount.

Automated billing

Set up invoicing based on a fixed, hourly, or piece rate. Uku generates invoices automatically.

Client management checklist

Yes, Uku client management can do that.

Every client management question we hear from accounting firms — and the answer is always the same.

Can I store all client contacts, notes, and documents in one profile? Yes!
Can I add custom fields to track accounting software, banks, and other client details? Yes!
Can I securely store passwords and track bank access rights? Yes!
Can I see a complete task plan for each client with statuses and deadlines? Yes!
Can I import clients from Excel or my accounting software? Yes!
Can I export client data with assigned users and rights? Yes!
Can I control user rights so each team member sees only what they need? Yes!
Can Uku monitor client agreements and notify me when workload exceeds the budget? Yes!
Can I set up automated billing based on fixed, hourly, or piece rates? Yes!
Can I use work plan templates when creating task plans for clients? Yes!

FAQ

Client management questions

What client information can I store in Uku?

Contact details, notes, documents, passwords, bank access rights, public authority access, custom fields, primary and regular users, and any other information important to your firm. Everything is centralized in one client profile.

How do I import my existing client data into Uku?

Two ways: upload an Excel spreadsheet (Uku adapts to your data format), or import directly from an integrated accounting software like QuickBooks, Xero, or e-conomic. Your entire client base transfers with all relevant information.

Can I control what each team member sees?

Yes. User rights let every employee see only the information they need. Supervisors get an overview of their team's tasks and workload, while accountants see only their assigned clients.

How does Uku help with employee substitutions?

All client information, notes, documents, and task history are centralized in one profile. When a team member is on vacation or leaves, their replacement has immediate access to everything they need to continue without disruption.

Can I track client agreements and workloads?

Yes. Uku monitors client agreements and notifies you when work done exceeds the agreed amount. This helps you react in time, adjust pricing, and operate profitably.

Does Uku integrate with my accounting software?

Uku integrates with QuickBooks, Xero, e-conomic, Tripletex, Fortnox, and more. Import client data, sync information, and export invoices back to your accounting software seamlessly.

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