Email Management for Accounting Firms
Send less emails - integrate them into your workflow
Integrate emails into your workflow
Automate recurring emails and send reminders to save time and provide the best customer service
Automate recurring emails and send reminders to save time and provide the best customer service.
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.
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.
“
Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
