Workflow Management for Accounting Firms
Standardize work, so your team doesn’t reinvent the process every time
Uku’s bookkeeping workflow program creates a perfect daily task plan, so you never miss a deadline.
TOP Accounting practice management SOFTWARE
“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
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
Key Features of the Software for Accounting Firms
Workflow Automation
Standardize your accounting work with recurring task templates and dependencies. Hereinafter Uku will send the tasks to the right person’s dashboard at the right time.
Task Management
Tasks appear on the dashboard and in the calendar when it’s time to work on them. The accounting team lead gets a quick overview of whether the work is on schedule.
Time Tracking
Tracking time is addictively easy in Uku, the bookkeeping practice management software. Enter time manually or track with the timer and conveniently map even the smallest tasks.
Team Collaboration
Take the pain out of employee replacements. Assign tasks to an accountant, add attachments or comments and keep relevant information in one place.
CRM
Keep all important information in the client profile. Easily import and export all data to keep relevant information always available.
Business Analytics
Uku gives you an overview of time spent by customers, tasks and employees. Prevent bottlenecks, optimize processes and operate profitably.
Client Agreement Monitoring
Keep track of billable hours and operate profitably. React operatively to workload changes – Uku notifies you when the workload exceeds your agreements.
Flextime
Manage work-life balance with ease with accountants practice management software. Get an overview of your team’s working hours, overtime, and vacation balance.
Automated Billing
Speed up your invoicing by setting up automated billing with a fixed, hourly or service-based rate. Send invoices to clients and your accounting software.
Email Management
Transform emails into tasks instantly, automate recurring messages, and track follow-ups in one place — never miss client communications or deadlines in your accounting workflow.
Document management
Smart document management system for accounting firms: keep files organized, accessible, and secure with automated organization that puts every document exactly where it belongs.
Client Portal
Elevate your client communication, streamline documents collection and digitisation with your beautifully branded, simple, secure Client Portal.
Project Management
Simplify onboarding for new clients and team members. Track project progress with a real-time overview and run any deadline-driven projects.
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Client Budgeting
Agree on a budget with your client, and we’ll help you keep track. Get notified before the budget’s maxed out, so you can plan ahead, adjust, and maintain strong client relationships.
Workforce Management
All-in-one workforce management platform for accounting firms: centralize employee data, automate HR tasks, and streamline time tracking in one powerful solution.
Integrations
Uku fits nicely in your toolbox and is integrated with other software and business registers. Automated data exchange further reduces tedious and error-prone manual work.
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Highly Valued Accounting Practice Management Software,
Trusted by Thousands of Accountants.
Start a free trial or get a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
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Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
