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Email Management for Accounting Firms

Take emails off your team's plate

  • Automate recurring emails and follow-ups
  • Professional templates with smart placeholders
  • Full client communication timeline for every team member
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4.8
Uku email management — automated emails and client communication timeline

What smart email management delivers

8h

Saved per team member, monthly

Automated emails and templates eliminate repetitive writing. Your team spends time on accounting, not copying and pasting the same message.

0

Forgotten follow-ups

Trigger-based automation sends the right email at the right time. Task completed? Start date arrived? The client already knows.

100%

Communication history visible

Every email from every team member lives on one timeline. Vacation handoffs and client questions answered without digging through inboxes.

"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

See it in action

Quick, Easy & Professional Client Communication

Stop writing and sending the same emails over and over. Automate recurring messages and let your team focus on what they do best.

Every email is tracked on the client timeline. When a colleague is away, the full conversation history is right there.

Email Automation

Automated emails that save hours every month

Add automatic emails to recurring tasks. Trigger email automation after a task is completed or the start/end date has arrived.

Your clients get timely, consistent updates without anyone writing a single email. The same message goes to 200 clients in seconds.

Uku automated emails — add emails to recurring tasks
Email Templates

Fast and consistent client communication

Email templates save you time because letters are pre-written for you. Use placeholders like {{client_name}} and Uku fills them automatically.

Add translations to templates if you serve clients in several languages. Uku sends the email in the language specified on the client profile.

Uku email templates with placeholder variables
Communication Timeline

Full overview of client communication on a single timeline

The client communication timeline gathers emails sent by all team members in one place. No more digging through personal inboxes.

The communication history is available even when colleagues are on vacation. New team members get full context from day one.

Uku client communication timeline showing all team emails

"I love how Uku links tasks with incoming and outgoing emails. Everything is automatically recorded, so I don't have to manually enter every step of the process."

— Verified reviewer, Trustpilot

Email management features

Everything you need for professional client emails

Email automation

Add emails to recurring tasks. Automate based on task completion, start, or end time.

Personal & company templates

Save time with pre-written templates. Ensure consistent and professional communication style.

Template translations

Add translations and Uku sends letters in the language specified on the client profile.

Smart placeholders

Use {{client_name}}, {{deadline}}, {{period}} — Uku replaces them with the correct values.

Communication timeline

All team members' interactions with a client on one timeline. Accessible to everyone.

Multiple email addresses

Send from company, team member, or client-specific addresses based on context.

Gmail integration

Connect Gmail in minutes. Emails sent from Uku appear in your Gmail sent folder.

Office 365 integration

Connect Outlook seamlessly. Full sync with your Office 365 sent folder.

SMTP server

Connect any email server to Uku. Fill in the fields and send a test letter to verify.

Email management checklist

Yes, Uku email management can do that.

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

  • Can I automate recurring emails based on task triggers? Yes!
  • Can I create email templates with smart placeholders like client name and deadline? Yes!
  • Can I send emails in the client's preferred language automatically? Yes!
  • Can I see all client communication from every team member on one timeline? Yes!
  • Can I connect Gmail, Office 365, or my own SMTP server? Yes!
  • Can I send from different email addresses — company, personal, or client-specific? Yes!
  • Can I trigger emails when a task is completed or a deadline arrives? Yes!
  • Can I access communication history when a colleague is on vacation? Yes!
  • Can I add file attachments to automated emails? Yes!
  • Can I track which emails have been sent to each client? Yes!

FAQ

Questions about email management

Yes. Connect your Gmail, Office 365, or SMTP server to Uku and send emails without leaving the platform. Sent emails appear in both Uku's timeline and your email provider's sent folder.
Add automatic emails to recurring tasks. Choose a trigger — task completed, start date arrived, or end date arrived — and Uku sends the email for you. No manual work, no forgotten follow-ups.
Yes. Create templates with placeholders like {{client_name}}, {{deadline}}, or {{company_name}}. Uku replaces them automatically when the email is sent. Templates support multiple languages — Uku picks the right language based on the client profile.
Every email sent by any team member is recorded on the client's communication timeline. When a colleague is on vacation, you can see the full conversation history instantly — no digging through inboxes.
Uku integrates with Gmail, Office 365 (Outlook), and any SMTP server. The setup takes minutes. Emails sent from Uku automatically appear in your provider's sent folder.
Yes. You can configure company-wide, team-member-specific, and client-specific email addresses. Uku sends from the right address based on the context — personal communication stays personal, company updates go from the company address.
Email management is included in all Uku plans. No extra cost, no per-email fees. You get automation, templates, timeline, and integrations out of the box.

Still have questions? Contact Us

Key Features of the Software for Accounting Firms

View all Uku's accounting practice management features

Client Management

Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.

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Time Tracking

Tracking time is addictively easy in Uku. Enter time manually or track with the timer and conveniently map even the smallest tasks.

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Team Collaboration

Take the pain out of employee replacements. Assign tasks, add attachments or comments and keep relevant information in one place.

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Workflow Automation

Standardize your accounting work with recurring task templates and dependencies. Uku sends tasks to the right person at the right time.

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Task Management

Tasks appear on the dashboard and calendar when it's time. The team lead gets a quick overview of whether work is on schedule.

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Reporting & Analysis

Overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.

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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.

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Client Budgeting

Agree on a budget with your client, and we'll help you keep track. Get notified before the budget's maxed out.

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Agreements Monitoring

Keep track of billable hours and operate profitably. React operatively to workload changes when workload exceeds agreements.

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Workforce Management

All-in-one workforce management: centralize employee data, automate HR tasks, and streamline time tracking.

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Document Management

Keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.

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Email Management

Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place.

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Project Management

Simplify onboarding for new clients and team members. Track project progress with a real-time overview.

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Client Portal

Elevate client communication, streamline document collection and digitisation with your beautifully branded, secure Client Portal.

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Flextime

Manage working hours, overtime, and vacations in one place. Real-time balance for every team member, exports to your accountant.

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Trusted by 1000+ accounting firms worldwide

Get started with Uku today.

Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.

Try free for 14 days
Rain Allikvee, Uku's co-founder

“Let’s create a dream, where the team is happy, clients are well served and profits are fair.

Rain Allikvee / Uku’s co-founder