Email Management for Accounting Firms
Take emails off your team’s plate - let them focus on accounting
Automate recurring emails and follow-ups to save time and provide the best customer service.
TOP Accounting practice management SOFTWARE
“Sending emails from Uku allows us to provide excellent client communication. Additionally, we save about 8 hours per team member of working time monthly.”
Pille
CFO
Quick, easy & professional client communication
Quick, easy & professional client communication with the Email app
Automated emails increase work efficiency.
Stop writing and sending the same emails over and over
- Add automatic emails to recurring tasks.
- Trigger email automation after a task is completed or the start/end date has arrived.
Automated emails save time
- Add automatic emails to recurring tasks.
- Trigger email automation after a task is completed or the start/end date has arrived.
Email templates allow fast and consistent client communication
- Email templates save you time because letters are pre-written for you
- Add translations to templates if you serve clients in several languages.
Fast and consistent client communication with email templates
- Email templates save you time because letters are pre-written for you
- Add translations to templates if you serve clients in several languages.
Full overview of client communication on a single timeline
- Client communication timeline gathers together emails sent by all employees.
- The communication history is conveniently available even when colleagues are on a vacation.
An overview of client communication on one timeline
- Client communication timeline gathers together emails sent by all employees.
- The communication history is conveniently available even when colleagues are on a vacation.
Accounting Email Management Features:
Email management features
Email automation
Personal & company’s email templates
Template translations
Add translations to email templates and Uku will send letters to the client in the language specified on the client profile.
Email placeholders
Add placeholder the the email or template, e.g. {{client_name}} and Uku will automatically replace it with the correct match when sending.
Client communication timeline
Uku brings members’ interactions with a client together on one timeline. This way, information is accessible to all parties.
Company, member and client based emails
Insert several email addresses to Uku from where you want to send out the letters.
Gmail integration
Gmail integration makes the set-up process easy. You can see the emails sent from Uku in your Gmail sent folder.
Office 365 integration
Office 365 integration makes the set-up process easy. You can see the emails sent from Uku in your Outlook sent folder.
SMTP server
Connect your email server to Uku. Fill in the fields and send a test letter to check if everything is correct.
Key Features of the Software for Accounting Firms
Workflow Automation
Standardize your accounting work with recurring task templates and dependencies. Hereinafter Uku will send the tasks to the right person’s dashboard at the right time.
Task Management
Tasks appear on the dashboard and in the calendar when it’s time to work on them. The accounting team lead gets a quick overview of whether the work is on schedule.
Time Tracking
Tracking time is addictively easy in Uku, the bookkeeping practice management software. Enter time manually or track with the timer and conveniently map even the smallest tasks.
Team Collaboration
Take the pain out of employee replacements. Assign tasks to an accountant, add attachments or comments and keep relevant information in one place.
CRM
Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.
Business Analytics
Uku gives you an overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.
Client Agreement Monitoring
Keep track of billable hours and operate profitably. React operatively to workload changes – Uku notifies you when the workload exceeds your agreements.
Flextime
Manage work-life balance with ease with accountants practice management software. Get an overview of your team’s working hours, overtime, and vacation balance.
Automated Billing
Speed up your invoicing by setting up automated billing with a fixed, hourly or service-based rate. Send invoices to clients and your accounting software.
Email Management
Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place — never miss client communications or deadlines in your accounting workflow.
Document management
Smart document management system for accounting firms: keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.
Client Portal
Elevate your client communication, streamline documents collection and digitisation with your beautifully branded, simple, secure Client Portal.
Project Management
Simplify onboarding for new clients and team members. Track project progress with a real-time overview and run any deadline-driven projects.
Explore more ›
Client Budgeting
Agree on a budget with your client, and we’ll help you keep track. Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.
Workforce Management
All-in-one workforce management platform for accounting firms: centralize employee data, automate HR tasks, and streamline time tracking in one powerful solution.
Integrations
Uku fits nicely in your toolbox and is integrated with other software and business registers. Automated data exchange further reduces tedious and error-prone manual work.
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Highly Valued Accounting Practice Management Software,
Trusted by Thousands of Accountants.
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.
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Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
