Product · Document Management

Documents secure, organized, and ready when you need them.

Connect the cloud storage you already use — Uku puts every file exactly where it belongs.

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

4.8 from 300+ reviews · No credit card required

Uku document management — client folders, a file list with one-click digitalization, and a file-details panel

A document you can't find is a document you don't have. When every file lands on the right client, year, and month automatically, audits and substitutions stop being archaeology.

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

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 encryption.

Customizable Document Management

Organize and access files easily.

Connect your DMS and define where Uku saves files. Set up specific folders per client, or let Uku auto-generate them.

Auto-generate folders by client, year, or month
Open files directly in your DMS — no downloads needed
Automatic backups on Uku's Azure servers

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, secure client portal.

Missing-document checklists with automatic reminders
Magic-link uploads — no passwords for clients
Collected via the 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.

No manual data entry — files flow through your digitization partner
Reduce errors and save valuable time
Part of your integration stack

Digitize to QuickBooks — select invoices and send with one click

Everything you need

Document management features.

DMS connections

Google Drive, OneDrive, SharePoint, and Dropbox — connected in minutes.

Custom folder structures

Define once — by client, year, or month — and Uku generates the right folders.

Direct file access

Open uploaded files directly in your DMS. Work with them instantly, no downloads.

Portal collection

Clients upload through a magic link; automatic reminders chase the stragglers.

One-click digitization

Send uploaded files through your digitization partner to QuickBooks or Xero.

Azure backups

Opt into automatic backups on Uku's Azure servers for added peace of mind.

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

Your documents are safe with Uku

Accountants are a favourite phishing target. We take that seriously.

TLS 1.3

Encryption for all documents and communication

SOC 2

Compliant — independently audited

Azure

Automatic backups, AES-256 at rest

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. 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.

Have a question? Contact us — real people answer.

Independent user reviews