Document Management for Accounting Firms

Documents secure, organized, and ready when you need them

Connect Google Drive, OneDrive, SharePoint, or Dropbox
Auto-organize files by client, year, and month
Digitize and send to QuickBooks or Xero with one click

Try free for 14 days Book a demo

No credit card required.

4.8

Uku document management — Store, Manage, Request workflow with file organization

Connect your cloud storage

Uku works with the tools you already use

Google Drive

Auto-generate client folders. Access files directly from tasks.

OneDrive / SharePoint

Set up folder structures per client, year, and month.

Dropbox

Organized storage with automatic backups on Azure.

Azure Backup

All files backed up automatically. SOC 2 compliant, AES-256 data encryption.

What smart document management delivers

30%

Less time chasing documents

Clients upload through the portal, Uku organizes by folder. No more email attachments, no manual filing.

1 click

Digitize and send to accounting

Upload a file, click digitize, and it flows through your partner to QuickBooks or Xero. No manual data entry.

Cloud storage integrations

Google Drive, OneDrive, SharePoint, and Dropbox. Work with files directly — no downloads needed.

"I can have a full overview of my accounting clients' pending tasks, updated documents and receive live notifications when my clients upload their documents."
— Manuel S., verified on G2

Customizable Document Management

Organize and Access Files Easily

Connect your DMS
Integrate with Google Drive, OneDrive, or SharePoint to connect your workflow with documents.
Customize Folder Structure
Define where Uku saves files. Set up specific folders per client, or let Uku auto-generate folders by client, year, or month.
Automate backups
Back up all files on Uku's Azure servers for added peace of mind.
Direct File Access
Open uploaded files directly in your DMS. Work with files instantly without downloading them.

Uku Documents settings — Google Drive, OneDrive, folder structure configuration

Client Collaboration

Simplify Document Requests and Collection

Boost client satisfaction with easier collaboration. Request and collect documents through your branded and secure client portal .

Client portal — missing documents checklist with upload button

Fast Document Workflows

Instant File Digitization

Every file uploaded to a task can be digitized and sent to QuickBooks or Xero with one click. Reduce manual data entry and save valuable time.

Digitize to QuickBooks — select invoices and send with one click

document management checklist

Yes, Uku document management can do that.

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

Can I connect Google Drive, OneDrive, SharePoint, or Dropbox? Yes!
Can Uku auto-generate folders by client, year, and month? Yes!
Can I open files directly in my DMS without downloading? Yes!
Can clients upload documents through a branded portal? Yes!
Can Uku send automatic reminders for missing documents? Yes!
Can I digitize invoices and send them to QuickBooks or Xero with one click? Yes!
Can I back up all files automatically on Azure servers? Yes!
Are documents encrypted with TLS 1.3? Yes!
Can I set different folder structures per client? Yes!
Can multiple team members access the same client documents? Yes!

Your documents are safe with Uku

Accountants are one of the most popular targets for phishing scammers. We take security seriously.

TLS 1.3

Encryption

SOC 2

Compliant

Azure

Backups

Learn about our security

FAQ

Document management questions

Which document management systems does Uku integrate with?

Uku connects with Google Drive, OneDrive, SharePoint, and Dropbox. You can open uploaded files directly in your DMS without downloading them.

How does Uku organize client documents automatically?

Define your folder structure once — by client, year, or month. Uku automatically generates the correct folders when files are uploaded. No manual sorting needed.

Can clients upload documents through the portal?

Yes. Assign document tasks to clients through the client portal. They get a magic link, upload files, and you receive them organized in the right folder. Automatic reminders handle follow-ups.

How does document digitization work?

Every file uploaded to a task can be digitized and sent to QuickBooks or Xero with one click through your digitization partner. No manual data entry needed.

Are my documents secure in Uku?

Uku uses TLS 1.3 encryption for all documents and communication. You can also opt into automatic backups on Uku's Azure servers for added peace of mind. SOC 2 compliant.

How much does document management cost?

Document management is included in Uku's Team and Enterprise plans. No extra cost, no per-document fees, no storage limits on connected DMS.

Still have questions? Contact Us