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.
TOP Accounting practice management SOFTWARE
“You can start assigning tasks from one bookkeeper to another immediately.”
Rebecca Liis A.
Rebecca Liis Armus OÜ
Good teamwork increases in efficiency, quality, and profits
Good teamwork = increase in efficiency, quality and profits
Uku keeps colleagues engaged and informed at all times,
even when working from home.
Substitute colleagues easier
- Assign individual tasks
- Forward all tasks for an appointed period
- Change the employee responsible for the task
Assigning tasks makes employee substitution seamless
- Assign individual tasks
- Forward all tasks for an appointed period
- Change the employee responsible for the task
Quicker internal communication
- Comment on tasks
- Share work with a colleague
- Find the necessary information from the customer's profile
Effective internal communication ensures better work
- Comment on tasks
- Share work with a colleague
- Find the necessary information from the customer's profile
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 only show you 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
Notifications keep you up to date
- Receive in-app notifications
- Subscribe to email notifications
Notifications keep you up to date
- Receive in-app notifications
- Subscribe to 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. This way, 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 (CRM)
Replacement leave
Real-time overview
The report gives a real-time overview of the tasks and the time it took to complete them.
Team calendar
Tracking tasks
Monthly summary
View a summary of the work done and time spent by employees or on customers in the report summary.
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.
Explore more ›
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
