Workflow Management for Accounting Firm
Stop searching for the right accounting task
“Uku is easy to use and accountants actually love working with it.”
Jurgita A.
CEO, Lithuania
What does accounting workflow management software give you?
What does job management automation give you?
Uku’s automated workflows ensure that tasks reach the right person’s dashboard when the time is right.
Save time with bookkeeping workflow templates
- Add a weekly recurrence to show tasks one or more days of the week
- Use date-based recurrences for monthly, quarterly, or yearly tasks
If the recurrence falls on the weekend, choose whether you’ll finish the task before or after the day.
Recurring tasks save you time
- Weekly recurrence – one or more days of the week
- Date-based recurrence – monthly, quarterly, or yearly
If the recurrence falls on a day off, choose whether the task is brought forward or backward from that day.
Task information in one place
- Mark down the subtasks of your task
- Add attachments, manuals and other notes
- Topics allow you to group and filter tasks
All important information in one place
- Checklists – a list of subtasks
- Attachments, manuals and other notes
- Topics by which you can group and filter jobs
Unique workflows for each client
In the client’s work plan, you’ll find:
- Client contract tasks with deadlines
- The person in charge of the work
- Customer information and contacts
- Documents, notes, access rights, etc
Each client has their own work plan – system!
In the client’s work plan you will find:
- Agreed tasks with deadlines
- Person in charge
- Customer information and contacts
- Documents, notes, access rights, etc
Prioritize tasks and stay focused
- Stay focused – today's jobs are prioritized by default
- Manage tasks on your dashboard, calendar, or client profile
- Quickly find tasks with search and filters
Uku plans tasks for you
- Stay focused – today's jobs are prioritized by default
- Manage tasks on your dashboard or calendar
- Quickly find the task you want with search and filter
Accounting Workflow Management Features
Automated tasks features
Accounting workflow templates
A workflow template gives you a quick and convenient overview of the tasks. When creating a work plan for a client, you can use work plan templates as a basis.
Customizable task dashboard
Save your ideal dashboards with chosen filters and grouping for fast access.
Personalizable custom fields
Automated time tracking
Real-time overviews
The person responsible
Start a free trial or book a demo.
Start a free trial or book a demo.
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
