Migrate to Uku
Moving off your current practice-management tool? Uku gets your firm onto a single source of truth for who’s doing what — with free onboarding, no annual contract, and a guided move in days, not months.
- Free 90-minute onboarding with every new account
- Direct import of clients, contacts, and templates — plus accounting-software sync
- No annual contract — monthly billing, cancel anytime
No credit card required · most teams move in 5–7 business days.
Switching from a specific tool?
Pick your starting point
Whatever you’re moving from, the path into Uku is the same short, supported project. Start with the guide closest to your current setup.
Trade the annual contract for monthly billing — save $2,720+/yr (about 54%) on a 5-seat firm.
Switch from TaxDome →
Skip premium per-seat pricing and template caps — save ~$3,780/yr (about 36%) on a 15-person firm.
Switch from Karbon →
One cohesive, beautifully simple system with fast, included support — not a patchwork of metered add-ons.
Switch from Financial Cents →
No module math — one price for practice management, billing, and Reporting.
Switch from Canopy →
Keep the workflow automation — and add a Client Portal, billing, and BI Analytics in one place.
Switch from Jetpack →Excel & spreadsheets
Replace the patchwork of trackers with one system your whole team works in.
Migrate from spreadsheets →What firms see after switching to Uku
5–7
Days to fully migrate
Client import, setup, and training.
90 min
Free onboarding included
With every new account.
1000+
Firms already on Uku
Across 25+ countries.
How it works
Four steps, one short week
- 1
Export your data
Pull your client list, contacts, and work templates from your current tool (CSV/Excel). Uku imports them directly — or syncs clients straight from Xero, QuickBooks, or e-conomic.
- 2
Set up your workflow
We help map your recurring work into Uku workflow templates and automations, so the work runs itself from day one.
- 3
Train the team
A free 90-minute onboarding session gets your members confident fast — most are productive the same week.
- 4
Go live
Turn on the Client Portal, billing, and Reporting. Most firms are fully live within 5–7 business days.
Ready for the step-by-step? Our help center has the full client-import playbook with screenshots and the exact export/import flow.
Read the migration playbookFAQ
Migrating to Uku — your questions
Still have questions? Contact Us
Get started with Uku today.
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