Client Management for Accounting Firms
Connect everything your team needs to deliver consistent, professional client service
The complete accounting client management tool holds client details, contacts, tasks, communication, notes, and documents in one place.
TOP Accounting practice management SOFTWARE
Kristupas Binkys.
Baltic Assist
Accounting firm client management feature simplifies collaboration within the firm
The comprehensive client profile keeps employees
informed and ready for action
Substitute colleagues easily
- Contact details and other necessary information
- Notes and documents
- Primary and regular user
- Additional customizable fields (e.g. rights in banks and public authorities)
Centralized customer information makes substituting employees easy
- Contact details and other necessary information
- Notes and documents
- Primary and regular user
- Additional customizable fields (e.g. rights in banks and public authorities)
Quick overview of your clients' tasks
- Client work plan - list of tasks
- Work status (completed, unfinished)
- Supervisor and the task performer
- Filters and search to quickly find the task you want
Client's work overview improves service quality
- Client work plan - list of tasks
- Work status (completed, unfinished)
- Supervisor and the task performer
- Filters and search to quickly find the task you want
Quickly transfer data to your accounting software
You can conveniently import customer information into Uku in two ways:
- Excel spreadsheet - Uku adapts to your data
- From an integrated accounting software, e.g. QuickBooks
Uku import makes data transfer quick and easy
You can conveniently import customer information into Uku in two ways:
- Excel spreadsheet - Uku adapts to your data
- From an integrated accounting program, e.g. Merit Aktiva
Accounting CRM software features
Contacts
Notes and documents
Add all important information in one place. This way leave replacements and employee changes go smoothly.
Custom fields
To the customer profile you can add all the information that is important for you, e.g. keep track of the client’s accounting program and banks.
Passwords and rights
Uku is a secure platform for storing passwords. Conveniently keep track of who has access rights to banks or public authorities.
Client work plans
Convenient overview of the client’s tasks and their statuses. When creating a work plan for a client, you can use templates created by yourself or Uku.
User rights
User rights let every employee see only the information they need. The supervisor also sees an overview of colleagues’ tasks.
Import and export
Customer data is importable and exportable. Bring your entire customer base to Uku with all relevant information. The exported file contains users added to the client, assigned rights, etc.
Client agreements monitoring
Keep an eye on workloads and operate profitably. Uku will notify you if the work done for the customer exceeds the agreed amount, so you can react in time.
Automated billing
Set up invoicing based on a fixed, hourly or piece rate. Hereinafter, Uku will automatically generate invoices for you. You can also send invoices directly from Uku.
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.
“
Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
