Product · Accounting CRM

Client management for accounting firms, finally in one place.

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

4.8 from 300+ reviews · No credit card required

Uku accounting CRM — the client list with managers, contract counts, billing, monitoring and integrations, plus a bulk-action bar

When client details, tasks, notes, and history all live in one profile, your firm runs on a single source of truth for who's doing what across the team — so a colleague on vacation never means a stalled client, and a substitution never means a scramble.

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
Custom fields like bank access rights and public authority permissions
All in one place, visible to exactly the right people

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.

Filters and search to quickly find any task
Know exactly what is completed and what still needs attention
Work plan templates — yours or Uku's

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.

Excel import that adapts to your columns — not the other way around
Direct import from QuickBooks, Xero, e-conomic and more
Export client data with all assigned users and rights, any time

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 it's always at hand for every team member.

Notes and documents

Add all important information in one place, so 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

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

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.

Have a question? Contact us — real people answer.

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