Team Collaboration for Accounting Firms

Track progress, share context, and work better together

Good teamwork increases an accounting firm's efficiency
Enhances work quality and raises profits
Seamless employee substitution and task assignment

No credit card required.

4.8

Team Collaboration for Accounting Firm — Uku calendar dashboard

"I really appreciate the new update where you can write comments on the task for other teammates to read — it makes teamwork much smoother and keeps everyone on the same page."
— Liisa L., verified on Capterra

Good teamwork = increase in efficiency, quality and profits

Uku keeps colleagues engaged and informed at all times

Even when working from home.

Employee Substitution

Substitute colleagues easier

Assign individual tasks to a colleague, or forward all tasks for an appointed period.

Change the employee responsible for the task. Assigning tasks makes employee substitution seamless.

Uku's task delegating view — assigning tasks makes employee substitution seamless

Internal Communication

Quicker internal communication

Comment on tasks, share work with a colleague, and find the necessary information from the customer's profile.

Effective internal communication ensures better work quality across the entire team.

Uku's task view — effective internal communication ensures better work

User Roles

See only relevant information

As a regular user, you only see your own tasks. The primary user can also see the colleagues' completed and unfinished tasks.

The business owner can change the settings. User roles ensure everyone sees what matters to them.

Uku's dashboard view — user roles only show you relevant information

Notifications

Notifications keep you up to date

Receive in-app notifications about task updates, deadlines, and changes.

Subscribe to email notifications so you never miss important updates, even when you're away from the dashboard.

Uku's notification view — in-app and email notifications

Accounting Team Collaboration Features

Assigning tasks

Assign tasks and clients to a colleague temporarily (for a vacation or sick leave) or permanently.

Sharing tasks

Share tasks and collaborate with colleagues. All work can be done on time even at the busiest times.

Commenting on tasks

Add important information for yourself and your teammates to the task comments.

Customer Relationship Management

Gather all customer information — tasks, contact information, contracts, rights — in one place.

Replacement leave

Assign your tasks to a colleague during your vacation time. Add relevant information to the task card.

Real-time overview

The report gives a real-time overview of the tasks and the time it took to complete them.

Team calendar

Stay up to date with colleagues' work and workload. Share the workload better across the team.

Tracking tasks

Keep track of tasks and their progress. Be sure that the work gets done on time.

Monthly summary

View a summary of the work done and time spent by employees or on customers in the report.

Team collaboration checklist

Yes, Uku team collaboration can do that.

Every team collaboration question we hear from accounting firms — and the answer is always the same.

Can I assign tasks to a colleague for vacation or sick leave coverage? Yes!
Can I forward all tasks for a specific time period to a substitute? Yes!
Can I share tasks with multiple colleagues to split the workload? Yes!
Can I comment on tasks so teammates have all the context they need? Yes!
Can I see a real-time overview of my team's progress and workload? Yes!
Can I use a team calendar to plan and balance work across the firm? Yes!
Can I set up role-based permissions so each person sees only relevant information? Yes!
Can I get in-app and email notifications about task updates and deadlines? Yes!
Can I view a monthly summary of work done and time spent per employee or client? Yes!
Can I keep all client information in one place — tasks, contacts, contracts, and rights? Yes!

FAQ

Team collaboration questions

How do I assign tasks to a colleague in Uku?

Open the task and change the responsible person. You can assign individual tasks or forward all tasks for an appointed period — perfect for vacation or sick leave coverage.

Can I see what my team is working on?

Yes. Primary users and team leads can see colleagues' completed and unfinished tasks. The team calendar gives you a real-time overview of everyone's workload.

How does Uku handle employee substitution?

You can forward all your tasks to a colleague for a specific period. Add relevant notes and context to each task card so your substitute has everything they need.

What notifications does Uku send?

Uku sends in-app notifications and optional email notifications. You can subscribe to the updates that matter most to your role.

Can I control what each team member sees?

Yes. Uku has role-based permissions. Regular users see only their own tasks. Primary users can see the full team picture. Business owners can change all settings.

How does task commenting work?

Add comments directly on any task card. Your teammates see the comments instantly — no switching between apps. All context stays attached to the work itself.

Still have questions? Contact Us