Move your firm to Uku at your own pace.
Leaving your current practice-management tool? Uku gets your firm onto one source of truth for who’s doing what — with a guided move that keeps your data intact, free onboarding, and no annual contract.
- 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
4.8 from 300+ reviews · No credit card required
Your clients, contacts, and templates come with you. Uku imports them directly — nothing left behind, and no months-long project.
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.
TaxDomeTrade the annual contract for monthly billing, with no long-term lock-in.
Save $2,720+/yr · ~54% on a 5-seat firm Switch from TaxDome →
KarbonSkip premium per-seat pricing and template caps — the same workflow, less overhead.
Save ~$3,780/yr · ~36% on a 15-person firm Switch from Karbon →
Financial CentsOne cohesive system with fast, included support — not a patchwork of metered add-ons.
Switch from Financial Cents →
CanopyNo module math — one price for practice management, billing, and Reporting.
Switch from Canopy →
Jetpack WorkflowKeep the workflow automation — and add a Client Portal, billing, and BI Analytics in one place.
Switch from Jetpack →Replace the patchwork of trackers with one system your whole team works in.
Migrate from spreadsheets →weeks to fully migrate
Client import, workflow setup, and team training — spread across a few weeks, at a pace that fits around your real client work.
free onboarding included
A guided session with every new account gets your team confident fast — no paid setup required.
firms already on Uku
Accounting firms across 25+ countries have made the move and run their practice in Uku.
Four steps, at your own pace.
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.
Set up your workflow
We help map your recurring work into Uku workflow templates and automations, so the work runs itself from day one.
Train the team
A free 90-minute onboarding session gets your members confident fast — booked whenever your team is ready for it.
Go live
Turn on the client portal, billing, and reporting. Most firms are fully live within 2–6 weeks of starting.
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 playbook
Nothing gets left behind.
You export from your current tool, Uku imports it, and our team is on the call while it happens. Your books stay the single source of truth.
Clients & contacts
Direct importEvery client, address, and contact from a CSV/Excel export — mapped into Uku's client list in one pass. Or sync clients straight from Xero, QuickBooks, or e-conomic.
Work templates
Direct importYour recurring engagements become Uku workflow templates — the same cadence your team already knows.
Accounting software
Two-way syncConnect Xero, QuickBooks, or e-conomic once. Clients flow in, invoices flow back — no double entry.
Your current tool
No rush to cancelKeep it running in parallel until you're confident in Uku. No setup fee and no annual contract — monthly billing, cancel the day you're ready.
A move designed to be low-risk.
Free onboarding
A guided 90-minute session with every account. Larger teams can add hands-on packages, but the core help is free.
Support that answers
Fast, human support during the move and after — not a ticket queue. It’s why firms rate our support 9.7/10 on G2.
Monthly, cancel anytime
No setup fee and no annual contract. Optional annual billing saves ~23% if you’d rather commit.
“Let’s create a dream where the team is happy, clients are well served, and profits are fair.”
Migrating to Uku — your questions
How long does it take to migrate to Uku?
Most firms complete the full move — client import, workflow setup, and team training — within 2–6 weeks. The steps don't have to run back to back: you go at a pace that fits around your real client work, and our onboarding team guides each phase. Solo accountants are often live much faster. Every new account gets a free 90-minute onboarding session.
Will I lose my data when I migrate to Uku?
No. You export your client list, contacts, and work templates from your current tool (CSV/Excel), and Uku imports them directly. You can also sync clients straight from Xero, QuickBooks, or e-conomic. Our team helps with the import.
Do I need to pay for migration help?
No. Every new account includes a free 90-minute onboarding session covering data import and workflow setup. Larger teams can add hands-on onboarding packages, but the core migration support is included.
Is there a contract or setup fee?
No setup fee and no long-term contract. Uku bills monthly — cancel anytime — with optional annual billing for roughly 23% off.
Which plan should I start on?
Solo ($19/month) suits a single accountant with up to 20 active clients. Team ($38/member/month) fits growing firms with unlimited members and clients. Elite ($48/member/month) adds BI Analytics and workforce management. You can start a 14-day free trial of all Elite features with no card.
Have a question? Contact us — real people answer.
Top-rated by accounting firms, consistently.
Explore the rest of Uku.
Deliver the work
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"Let's create a dream, where the team is happy, clients are well served and profits are fair." — Rain Allikvee, Co-founder of Uku
