Task Management for Accounting Firms

Know the status of every client and task without a meeting

Tasks appear on dashboard and calendar at the right time
Real-time overview of team workload and deadlines
Drag-and-drop planning with automatic reminders

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4.8

Uku task management dashboard for accountants — daily task plan with calendar view

What structured task management delivers

Missed deadlines

Tasks appear automatically when it's time to work on them. Reminders catch anything that slips. Team leads see overdue work in real time.

12h

Saved per person, weekly

No status meetings, no Slack check-ins, no spreadsheet tracking. The dashboard tells everyone exactly what to work on today.

100%

Task visibility across the firm

Team leads see every client, every task, every deadline. Accountants see their own plan. Substitutions take minutes, not hours.

"UKU has significantly improved the way I work by making everything more structured, efficient, and giving me confidence that tasks are completed accurately and on schedule."
— Kaari Timuska, verified on Trustpilot

See it in action

Task Management That Runs Itself

Uku creates daily task plans from your workflow templates. Tasks appear on the right day, for the right person.

Mark tasks done, and the sun comes out on your screen. A small touch that makes finishing work feel rewarding.

Smart Scheduling

Tasks show themselves at the right time

Tasks appear on your dashboard and calendar when it's time to work on them. Not before, not after.

Effective planning helps meet deadlines. Seeing only timely tasks keeps you focused on what matters today.

Uku dashboard view — tasks scheduled for the right day with calendar

Team Overview

Make teamwork smoother

Get a real-time overview of your team's work and your own. See who's overloaded and who has capacity.

Assign tasks one by one or in bulk. Add comments and notifications for fast, contextual communication without leaving the task.

Uku client task view — team member assignments and task status

Deadline Tracking

Never miss a task deadline again

Timely task reminders keep everyone on track. Team leads see overdue tasks highlighted in real time.

A real-time overview of task status gives you input for better management decisions — without asking anyone.

Uku monitoring view — deadline tracking with task status indicators

Workflow Templates

Workflows make tasks appear automatically

Create a customized work plan for each client. Add instructions, passwords, and notes that simplify substitutions.

Standardize processes with workflow and task templates . A well-thought-out system increases efficiency across your entire firm.

Uku task plan view — workflow templates with recurring task setup

"I like to physically see which days have a lot of tasks and which days have less. It helps me plan my day better. It's also convenient that I can just drag and drop tasks from one day to another."
— Uku member, verified on G2

Everything you need

Accounting task management software features

Time tracking

Track working time with the stopwatch or enter it manually. You can also enter time for multiple tasks at once.

Task templates and task plans

Create workflow templates and standardize your work processes. Use them as a basis for creating task plans for clients.

Subtask checklists

Add subtasks to tasks so that all important activities are remembered and get done.

Attachments

Add attachments to tasks — work instructions, contracts, notes — to find the information you need faster.

Custom fields

Add information that is important to you. Use custom fields to keep track of task statuses and client-specific data.

Dashboard and calendar

Find a way to work that suits you. Customize and save dashboard or calendar views with filters.

Assigning tasks

Assign tasks and clients to team members temporarily (vacation, sick leave) or permanently.

Extra work tracking

Mark a task as extra work with one click. See an overview of all non-recurring work and reflect it on invoices.

User roles

Each member sees exactly the information they need. Regular members see their tasks; team leads access the full team view.

Task management checklist

Yes, Uku task management can do that.

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

Can I see all my tasks for today on one dashboard? Yes!
Can I drag and drop tasks between days on the calendar? Yes!
Can I set up recurring tasks with workflow templates? Yes!
Can I assign tasks to team members in bulk? Yes!
Can I add subtask checklists to break down complex work? Yes!
Can I attach files like instructions and contracts to tasks? Yes!
Can I add custom fields to track task-specific information? Yes!
Can I mark extra work separately for billing? Yes!
Can I temporarily reassign all tasks when someone is on vacation? Yes!
Can I see a real-time overview of my team's workload? Yes!
Can I get deadline reminders before tasks are overdue? Yes!
Can I filter the dashboard by team member, client, or status? Yes!

FAQ

Task management questions

How does Uku create daily task plans automatically?

Uku uses workflow templates with scheduled start dates and deadlines. When you set up a client workflow, tasks appear on the assigned accountant's dashboard and calendar on the right day — no manual scheduling needed.

Can I drag and drop tasks between days?

Yes. Both the dashboard and calendar views support drag-and-drop. Move tasks between days to rebalance workload instantly. Changes reflect for everyone who can see that task.

How do task reminders work?

Uku sends reminders before deadlines approach. Team leads see overdue tasks highlighted in real time. You can also set up email notifications for task assignments and status changes.

Can I assign tasks to multiple team members?

Each task has a primary assignee, but you can reassign tasks temporarily (for vacations or sick leave) or permanently. Bulk reassignment is also supported — move all of one person's tasks to another in seconds.

What are subtask checklists?

Subtasks are mini to-do items within a task. Add a checklist of steps that need to be completed — like 'Download bank statement', 'Reconcile transactions', 'Send report to client'. Each can be checked off independently.

How does Uku handle extra work or ad-hoc tasks?

Mark any task as 'extra work' with one click. This tags it separately so you can track all non-recurring work, include it in billing reports, and ensure nothing goes unbilled.

Can I customize the dashboard view?

Yes. Filter by team member, client, task type, status, or deadline. Save your preferred view as default. The calendar view offers the same filtering options with a visual daily/weekly/monthly layout.

Is task management included in all plans?

Task management is a core feature included in all Uku plans — Starter, Team, and Enterprise. Workflow automation for recurring task templates is available in Team and Enterprise.

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