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Best Apps for Accountants, CPAs and Accounting Firms
The most comprehensive directory of apps for accountants, CPAs, bookkeepers, and accounting firms. We’ve researched 150+ tools across 18 categories with honest assessments of strengths, weaknesses, pricing, and real user feedback from G2 and Capterra. Table of Contents Practice Management Software for Accountants Tax Preparation Software for CPAs Accounting & General Ledger Software AI-Powered Accounting
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The 6 Best Accounting Practice Management Software for US Firms in 2026
While many tools handle basic tasks, US-based firms face unique challenges – from relentless IRS deadlines to managing Sales Tax across state lines. The best software isn’t just a to-do list; it’s an automated operations manager that handles the Tax Season crunch. Accountants have the highest risk of having their jobs automated. Even though accounting practice
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Top 5 Time and Billing Software for Accounting Firms in 2026
Using time and billing software in an accounting firm is something employees dread, and managers find it a godsend for accounting firms. We at Uku have researched how to make work more effective in an accounting firm. One of the most common ways is using work management software. We know that feature-rich time tracking and billing
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Jason Staats: “This Planning Tool Might Change Your Accounting Firm’s Life”
Have you heard of Jason Staats? He’s a CPA, a firm owner, a YouTuber, a podcaster, and the founder of an accounting community called Realize. Overall, you could say he is one of the most famous accounting influencers out there. Jason Staats knows everything about accounting automation because he has set his sights on discovering
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6 Most Beneficial Practice Management Software Features
Let me guess. You’re a bookkeeper, accountant or accounting firm manager who uses accounting software. You have plenty of clients thanks to being good at what you do. You might have a few employees and have the ambition to grow bigger. You’ve come to search for accounting practice management software to make your life easier.
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![Botkeeper Alternatives: 7 Best Options for Accounting Firms [2026]](https://staging.getuku.com/wp-content/uploads/2026/02/Botkeeper-Alternatives.png)
Botkeeper Alternatives: 7 Best Options for Accounting Firms [2026]
Botkeeper, the AI-powered bookkeeping platform that raised over $100 million in funding, is shutting down. If you’re one of the many accounting firms that relied on Botkeeper for automated bookkeeping and AI bookkeeping workflows, you’re likely asking one urgent question: what now? This guide covers everything you need to know — from what happened and
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Scope Creep Is Costing Accounting Firms More Than They Think
Most accounting firms are not losing money because of “bad pricing.” They’re losing it quietly in the gap between what was agreed and what actually gets done. That gap is where revenue disappears, capacity gets eaten, and your team starts doing more work while feeling awkward about charging for it. The pattern is always the
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7 Jetpack Workflow Alternatives: Practice Management Tools for Growing Accounting Firms
Jetpack Workflow has earned its reputation as one of the most reliable workflow management tools for accounting professionals. Since 2014, it has helped thousands of firms in 18+ countries standardize their recurring client work, automate task creation, and ensure deadlines are never missed. Its template library, intuitive dashboard, and focused approach to internal workflow management
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Uku Updates
Here is up-to-date information about Uku’s updates. This way, you can comfortably keep up with all the possibilities and use them to your maximum advantage. If you have any questions or requests, please contact us at uku@getuku.com. All updates made to the Billing app can be found in the Billing Updates article. 2026 – January
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Partnership Marketing for Accounting Firms: 2026 guide
Marketing in the finance and accounting industry has traditionally been done in silos. A finance firm runs ads. An accounting brand publishes content. Each pushes its own message, budgets, and channels, hoping to reach the same audience at different moments. However, that approach is showing its limits. Accounting firms now serve clients whose needs overlap
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Jetpack Workflow Pricing: Worth It or Consider Uku? January 2026
If you’re evaluating Jetpack Workflow pricing, you’ll find something refreshing: simplicity. Unlike many practice management platforms with complex tier structures, Jetpack Workflow offers a single Starter plan with two billing options. No feature gates between tiers, no calculating which plan unlocks the features you need. Jetpack Workflow has built a solid reputation among accountants and
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Jetpack Workflow Review 2026: Is This Workflow Management Tool Right for You?
Jetpack Workflow has built a solid reputation as a workflow management tool designed specifically for accountants and bookkeepers. Since 2014, it has helped thousands of firms organize their recurring client work, track deadlines, and standardize their processes. Its focus on simplicity and ease of use has made it a popular choice for firms looking to
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Jetpack Workflow vs Uku: Which Practice Management Platform Fits Your Accounting Firm in 2026?
Choosing between Jetpack Workflow and Uku for your accounting practice management often comes down to these five critical questions: In short, here’s what we recommend: 👉 Jetpack Workflow is the focused workflow management tool built specifically for accountants and bookkeepers who want a straightforward solution for tracking tasks and deadlines. With its library of over
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8 Best Accounting Practice Management Software of 2026
Note for US Firms: This guide focuses on software optimized for HMRC and UK compliance. If you run a practice in the United States, read our dedicated breakdown of the Best Accounting Practice Management Software for US Firms, covering IRS integrations, 1099 processing, and US-specific workflows. We’ve repeatedly heard how accountants have the highest risk
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8 First Steps in Marketing for Accountants and Bookkeepers
Marketing is an entirely different industry than accounting, yet it’s the most important way clients find you. We can’t continue relying on referrals or word-of-mouth recommendations to get the business blooming, so marketing for accountants is a crucial topic to discuss. Marketing usually starts with defining who your customers are, creating a strategy, hiring a
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SEO, GEO, and AEO for Accounting Firms in 2026: What You Should Know
First SEO, and now GEO and AEO. Newer terms keep popping up in the marketing space. But the whole idea is to optimize your website for search engines like Google, generative platforms like ChatGPT, and AI assistants. As an accounting firm, you need a well-represented presence and visibility on the internet. Visibility helps you generate
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How to Start a Bookkeeping Business in 9 Steps
Starting a bookkeeping business is one of the hottest tickets in the small biz world right now. It’s not hype. Professional bookkeepers pull in $40,000+ a month with over 80 recurring clients, each paying roughly $500/month. You’re probably interested in the guide on how to start a bookkeeping business because it can be wildly profitable.
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Client Communication Best Practices for Accounting Firms
Communication keeps a business running efficiently. This is especially true when dealing with clients. While it can be tricky for accounting firms with customers with varying levels of experience dealing with complex financial terms and computations, it can be well worth the effort. Companies that prioritize customer experience (CX) can drive profitable growth. McKinsey’s analysis
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The Ultimate Accountant’s Dictionary: 80+ Acronyms & Abbreviations for Modern Firms (2026 Edition)
Accounting is a language of precision. But for a modern firm owner, fluency in debits and credits isn’t enough. You are navigating a complex landscape of tax regulation, SaaS metrics, valuation ratios, and legal structures. Whether you are explaining the nuances of an S Corp to a founder, analyzing your firm’s Realization Rate, or integrating
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7 Best Canopy Alternatives: Practice Management Tools for Growing Accounting Firms In 2026
Canopy has earned its reputation as a comprehensive practice management platform for accounting and tax firms. With its modular approach covering client management, document storage, workflow automation, and specialized tax resolution tools, it offers a solid foundation for firms looking to consolidate their tech stack. But as your firm evolves, you might find that Canopy’s
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Canopy Review: Is This Practice Management Software Right for Your Needs In 2026?
Canopy has become a well-known name in accounting practice management, particularly among US-based firms that handle tax resolution work. The platform promises to bring together client management, document storage, workflow automation, and billing into a single system. With backing from significant venture capital funding and a growing focus on AI-powered features, Canopy has positioned itself
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Canopy Pricing: Worth It or Consider Uku In 2026?
If you’ve tried to calculate Canopy costs by counting the base Client Engagement platform at $150 per month, then figuring out whether you need the $36 Document Management module or the $32 Workflow module (or both), while also wondering if the Standard or Pro tier of Time & Billing makes more sense, you know that
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Canopy vs Uku: Which Practice Management Software Will Fit Your Accounting Firm in 2026?
Choosing between Canopy and Uku for your accounting practice management often comes down to these five critical questions: In short, here’s what we recommend: 👉 Canopy is the comprehensive, venture-backed practice management platform designed for US accounting and tax firms that need vast tax resolution capabilities. With its direct IRS transcript integration, modular feature set
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Top USA Accounting Conferences to Attend in 2026
Your calendar’s filling up fast. Between tax season, client deadlines, and managing your growing team, planning which conferences to attend might feel like another task on an endless to-do list. But here’s the reality: the right conference can transform how you run your practice. We’ve spent years attending these events ourselves from AICPA ENGAGE’s massive
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Introduction to Low-Budget Marketing for New Accounting Practices
Starting an accounting practice is a leap that feels equal parts exciting and intimidating. You want clients in the door quickly, but it’s easy to worry that getting noticed will cost more than you can spare. The good news? You can build momentum without burning cash. Smart, consistent marketing beats big budgets more often than
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Financial Cents Review 2026: Is This Practice Management Software Right for You?
Financial Cents has established itself as a comprehensive practice management solution for accounting firms, with the company reporting over 10,000 accountants worldwide using its platform to streamline workflows and improve collaboration. Its intuitive interface and comprehensive feature set have made it a common choice for firms transitioning from spreadsheets and disconnected systems to centralized practice
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Financial Cents Pricing: Worth It or Consider Uku? 2026
If you’ve ever navigated Financial Cents pricing tiers, calculating whether the Solo plan at $19 per user will suffice or if you need the Team plan at $49 for email integration, while wondering if the Scale plan’s automation features justify another $20 increase, you know that practice management pricing can feel like solving a puzzle
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Canopy vs TaxDome (vs Uku): Which Practice Management Platform Actually Fits Your Firm in 2026?
Choosing between Canopy and TaxDome for your accounting practice management needs often comes down to these five critical questions that most comparison articles gloss over: In short, here’s what we recommend: 👉 Canopy excels as the comprehensive practice management platform for firms that want to become the “firm-wide operating system” for their practice. With its
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Financial Cents vs Karbon (vs Uku): Which Practice Management Software Actually Fits Your Firm in 2026?
Choosing between Financial Cents and Karbon for your accounting practice management needs often comes down to these critical questions: Do you need a simple, straightforward tool that works out of the box, or are you willing to invest time learning a more complex platform for advanced capabilities? Is your firm focused on standardizing basic workflows,
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![TaxDome Pricing: Worth It or Consider Uku’s Modular Approach? [2026]](https://staging.getuku.com/wp-content/uploads/2025/10/TaxDome-Pricing.png)
TaxDome Pricing: Worth It or Consider Uku’s Modular Approach? [2026]
If you’ve ever navigated TaxDome’s pricing structure, trying to decide between one-year, two-year, or three-year commitments while calculating whether the Essentials plan at $800 annually will suffice or if you need the Pro plan at $1,000 per user, you know that practice management pricing can feel like predicting your firm’s needs years in advance. TaxDome
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Canopy vs Karbon (vs Uku): Which Practice Management Software Actually Fits Your Firm in 2026?
Choosing between Canopy and Karbon for your accounting practice management often comes down to these fundamental questions: Do you need specialized tax resolution tools, or are you looking for deep workflow automation with email integration? Is your firm ready to invest significant time in learning complex platforms, or do you need something your team can
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Pixie vs Karbon (vs Uku): Which Practice Management Software Actually Fits Your Firm in 2026?
Choosing between Pixie vs Karbon for your accounting practice management often comes down to these fundamental questions: Do you need a simple, straightforward tool or a comprehensive platform with advanced features? Is your budget better suited for flat-fee pricing or are you comfortable with per-user costs that scale with your team? Are you a small
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Karbon Pricing 2026: Worth It or Consider Uku?
If you’ve ever navigated Karbon’s three-tier pricing structure, trying to determine whether the Team plan’s 40 work templates will suffice or if you need the Business plan’s 75, while calculating per-user costs that can reach $99 monthly, you know that practice management pricing can feel like solving a complex equation with your firm’s budget on
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Jetpack Workflow vs TaxDome (vs Uku): Which Practice Management Platform Actually Fits Your Firm in 2026?
Choosing between Jetpack Workflow and TaxDome for your accounting practice management often comes down to these five critical questions: In short, here’s what we recommend: 👉 Jetpack Workflow is the workflow specialist, highly focused on standardizing and automating recurring client work for accounting firms. With over 70 pre-built templates and a clean interface, it excels
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Karbon Review 2026: Is This Practice Management Platform Right for You?
Karbon has established itself as a comprehensive practice management platform for accounting firms, with over 33,000 accounting professionals using it daily across 34 countries. With its sophisticated workflow automation, deep email integration, and recent evolution toward AI-powered features through “Practice Intelligence,” it represents one of the most feature-rich solutions in the accounting software market. But
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Karbon vs TaxDome (vs Uku): Which Practice Management Platform Fits Your Accounting Firm in 2026?
Choosing between Karbon and TaxDome for your accounting practice management needs often comes down to these five critical questions: Do you need deep workflow automation with email at its core, or comprehensive all-in-one functionality with a powerful client portal? Is your firm prioritizing internal team collaboration or client-facing features and automation? Are you looking for
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Financial Cents vs TaxDome (vs Uku): Which Practice Management Software Fits Your Firm in 2026?
Choosing between Financial Cents and TaxDome for your accounting practice management often comes down to these five critical questions: Do you prioritize ease of use and quick implementation, or are you willing to invest significant time upfront for more comprehensive features? Is your firm looking for a simple, intuitive solution or an all-encompassing platform that
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TaxDome Review 2026: Is This Practice Management Software Right for You?
TaxDome has established itself as a comprehensive practice management solution serving over 10,000 firms and 30,000 professionals globally. With its all-in-one approach combining CRM, workflow automation, document management, and billing capabilities, it promises to streamline operations for accounting and tax firms of all sizes. However, as practices evaluate their options, many find themselves weighing TaxDome’s
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Uku Zapier Integration: Automations Every Accounting Firm Needs
Every day, accounting firms lose valuable hours to repetitive tasks. Copying client data. Sending follow-up emails. Creating the same reports. What if you could automate it all? With Uku’s Zapier integration, you can connect Uku with hundreds of apps and services. Share data, trigger actions and build workflows that take your practice management to whole
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5 Karbon Alternatives to Consider in 2026
Looking for Karbon alternatives to manage your accounting firm more effectively? Karbon is a well-known accounting practice management software. It has been a popular choice for many accountants in the US, Australia and other countries, but as opinions differ, it does not suit everyone. Many tools are worth considering, whether you’re after simpler workflows, lower costs,
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The Meaning of CFO: A 2026 Guide for Accounting Firms
What’s the meaning of a CFO? Have you ever had clients whose finances are becoming too complicated to manage easily? Maybe you’ve thought, “Should this client have a CFO?” The meaning of CFO Bookkeepers record everyday transactions, like paying bills or receiving payments. Accountants review these records to prepare taxes and financial reports. However, CFOs
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Cybersecurity for Accountants: How to Safeguard Sensitive Financial Data in 2026
Over the last several years, cybercrime has exploded dramatically. According to IBM’s 2023 Cost of a Data Breach Report, the global average cyber attack losses reached $4.45 million — a 15% increase from three years ago. What’s even worse? The financial services sector is one of the most targeted industries. Accounting firms of all sizes
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10 Best Payroll Practices for Growing Businesses in 2026
Payroll errors have led to UK businesses incurring over £75 million in HMRC penalties since 2020. With approximately 30.4 million employees on UK payrolls as of January 2026, the importance of accurate payroll management is evident. As companies expand, ensuring accurate and compliant payroll processes becomes increasingly critical. This guide delves into payroll best practices…
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8 Must-Have Financial Tools for Nomads in 2026
Choosing the digital nomad lifestyle can be challenging but rewarding. Working anywhere opens up the chance to explore the world freely. However, managing finances effectively can make it tricky to sustain this lifestyle, whether temporarily or long-term. Staying on top of your expenses ensures nomads have the financial stability to cover all the essential necessities
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10 Recommended Free Online Bookkeeping Courses with Certificates in 2026
If you like working with people and numbers, I’m sure you’ve considered becoming a bookkeeper or accountant. A bookkeeper’s tasks include, of course, bookkeeping, but they also advise clients and help them understand their business and ways to improve it. And if you’re not new to accounting, staying up-to-date with the latest trends and tools
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Why AML & KYC Are Critical for Accounting Firms in 2026
According to the National Crime Agency, between £36 billion and £90 billion is moved annually in the UK. Accountants and bookkeepers play a big part in this to protect their customers and because it’s the right thing to do. Maintaining AML rules and protecting your professional image requires thorough and regular tracking. However, many companies
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7 Most Visited Europe Accounting Conferences in 2026
Here’s a list of 2026’s seven must-visit accounting conferences in Europe with their dates and locations. The conferences offer invaluable learning, networking, and professional growth opportunities for accountants, bookkeepers, CPAs and other finance professionals. Here’s the list of European accounting seminars in the order they happen: European Accounting Review 2026 Annual Conference There is no…
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The Most Funny Accounting, Bookkeeping, and CPA Memes 2026
Accounting is very serious. There is no place for mistakes or errors when dealing with an accounting client’s financial data. Let’s not even talk about looking at accounting memes during an accountant’s busy working day. But we’re all just people! Accountants, auditors, finance professionals, CFOs and everyone else working in the accounting and finance industry
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Best Tidsregistrering App for Accounting Firms in 2026
Have you ever considered how your firm’s success and employees’ well-being are related? It is time to reflect on this connection with Denmark’s new work time rules or lov om tidsregistrering. Companies must track how many hours their employees work daily. The law ensures employees balance work and rest to avoid burning out and other mental
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How Flextime Helps Accounting Firms Find Work-Life Balance in 2026
Work-life balance has become a priority, and flextime has become a popular work arrangement. Originating from the Nordic countries, flextime, a dynamic work arrangement, gives employees control over their schedules, improving efficiency and employee well-being. Creating work-life balance requires a flextime manager to create the system with the right tools, such as Uku’s Flextime feature. How to
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The Basics of Accounting Workflow Management in 2026
For many of us, being productive is a skill that needs to be mastered. Sure, it is something we strive for, attempt to get into the habits of and pursue in the hope of achieving. So when the opportunity for a little smart digital help is presented to us, we would be fools not to
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11 Must-Have Accounting Email Templates for Accounting Firms in 2026
Effective communication is simple in theory. Emails are the most common and traceable way to communicate, send information and give instructions. It’s also a great way to do email marketing as an accountant or ask for referrals to bring on new clients. Email templates make an accountant’s life even easier. Whether you need Xero or
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Jetpack Workflow vs Karbon (vs Uku): Which Practice Management Software Actually Delivers for Accounting Firms in 2026?
Choosing between Jetpack Workflow and Karbon for your accounting practice management often comes down to these fundamental questions: In short, here’s what we recommend: 👉 Jetpack Workflow is the workflow management specialist, perfect for firms that want to standardize processes, track deadlines, and ensure nothing falls through the cracks. With over 70 pre-built templates and
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![7 Financial Cents Alternatives: Specialized Solutions for Growing Accounting Firms [2026]](https://staging.getuku.com/wp-content/uploads/2025/12/Financial-Cents
Alternatives.png)
7 Financial Cents Alternatives: Specialized Solutions for Growing Accounting Firms [2026]
Financial Cents has established itself as a comprehensive all-in-one practice management solution for accounting and bookkeeping firms. With over 10,000 accountants using its platform globally, it offers a comprehensive suite of tools including workflow management, CRM, time tracking, client portal, and automated billing, all in one intuitive, user-friendly interface. But as your firm evolves and
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How to Manage a Remote Accounting Team Without Micromanaging (2026 Guide)
The debate is over. Remote work is no longer a temporary crisis measure; it is the standard operating model for modern, growth-minded accounting firms. For firm owners, the challenge has shifted from “how do we set up Zoom?” to “how do we maintain visibility and high realization rates without hovering over our employees?” For accounting
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11 High-Impact Accounting Newsletters Clients Love
Accounting newsletters are rarely the things that make your coffee taste better or your inbox exciting. Most of the time, they are dusty updates that seem like someone copy-pasted a regulatory manual and hit send. That is exactly why the right accounting newsletters are precious – they make clients feel smarter than they did yesterday.
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CRM for Accounting Firms: Why, How, and When?
In an accounting firm, the main focus is on providing accounting services. Client management and client-related procedures are essential but distract from the tasks that accountants do best. Even though accountant CRM is not the most popular idea, accounting firms can benefit highly from adopting accounting CRM software. How to use CRM as a bookkeeper?
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20 Strategic Interview Questions to Ask Bookkeeping Candidates in 2026
You’re looking to hire a new accountant or just a staff member for your accounting firm but don’t know much about accounting or the job itself. So, how do you know which strategic interview questions to ask candidates? You can’t decide based on the person; they need some accounting knowledge so your firm won’t shut
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16 Tips to Find Bookkeeping Clients Easily
You might be the best in the world at running a business or doing bookkeeping, but does that help if you don’t have any clients? You need to put your theoretical knowledge to practice. But how do you get new bookkeeping clients? Getting more clients is optional when you’ve reached the point where you have
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How Time Tracking Software Solves Pricing Challenges
To stay competitive among the rough competition in the ever-evolving accounting business, being more efficient than your competitors is the key. As clients demand growth and regulatory requirements become more complex, CPA firms must leverage every tool to simplify operations and boost profits. Advanced time-tracking software for accountants and billing solutions are two of the most
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Top Picks: Best Invoice and Accounting Software for Small Businesses
We’d all like to make our lives easier. Tools are the best way to make work easier when talking about working. Imagine trying to build a house without a hammer — sounds frustrating, right? But this article is not about building. We are here to talk about the day-to-day tasks accountants face. Handling client information,
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Comparing Accounting Practice Management Software: BrightManager (formerly AccountancyManager) alternative Uku
Are you looking for BrightManager (formerly AccountancyManager) alternatives? Uku and BrightManager, former Accountancy Manager, are both leading work management software for accountants in their area. Accountancy Manager is popular in the United Kingdom and Ireland, while Uku is Estonia’s most popular work management software for accountants. Both are leading in their expertise, which proves that
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SEO for Accountants: 10 Strategies to Acquire Clients
You’re here to get more clients without cold calls or chasing referrals – and yep, SEO for accountants can actually make that happen. But this type of marketing isn’t just about tossing a few keywords on your homepage and hoping Google notices. You’ll need a fast, mobile-friendly website. Clear service pages. Location-specific content that sounds
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How to Price Your Accounting Firm Services in 2026
Accounting firm owners typically underprice their services. A 2025 industry survey shows around 80% of firms plan to increase fees, yet most only raise prices by 5–13%, which barely moves the needle on profitability. If you want real impact on profit, workload, and capacity, you need more than a small annual uplift. You need a pricing strategy.
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10 Essential KPIs That Boost Accounting Firm Profits by 25%
Last year, I watched my buddy Jake completely turn his accounting practice around. His 15-person firm in Austin was doing decent revenue-wise, but something felt off. Long hours, stressed team, and profits that should’ve been way higher given their client roster. Sound familiar? Then Jake started tracking what actually mattered. Not the fluffy vanity metrics,
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30 ChatGPT & Claude Prompts for CPAs, Accountants and Bookkeepers
Let’s be real – accounting might not always get the spotlight, but it’s the backbone of every successful business. But something pretty remarkable is happening right now. AI tools like ChatGPT and Claude are completely changing how accounting firms operate, and the firms that figure this out first are going to have a massive advantage.
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Uku’s Billing App Updates
These are Uku’s automated billing app updates. To find all of the updates Uku had, check out our updates article. November 2025 New Billing: Automate up to 3 invoice debt reminder emails to reduce DSO Billing: Personalize reminder emails with invoice placeholders Billing: Choose the client’s “Primary member” as the default billing resource Integration: Directo
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The guide to attract and retain millennial accounting talent
We’re working in an age where company loyalty is not what it used to be. Millennial accounting talent can be hard to find, but not impossible. Post summary: Why hire millennial accounting talent anyway? Why retaining millennial talent matters 8 strategies to attract and retain millennial accounting talent Whether harshly judged or not, millennial workers
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Accounting Communication: The Future of Client Portals
Rain Allikvee, Uku’s co-founder and visionary, is the one person who can visualise what the future will bring for accountants. He’s confident that accounting communication will be revolutionised and never as mundane as today. Let’s see what he tells us about the future of accounting communication and client portals. Uku’s Client Portal is now available
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9 Clever Ways To Use an Accounting Client Portal
As an accountant, I’m sure you’ve heard the term accounting client portal before. It’s a magic word that appears to solve all your problems with communicating with clients. And it’s partially true. Of course, no magic wand will solve your problems at once, but there are many solutions a client portal brings your accounting firm.
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Is AI Accounting Taking Over?
According to the 2020 World Economic Forum Future of Jobs report, the third-fastest-decreasing jobs in demand are accountants, bookkeepers, and payroll clerks. Will accountants become extinct because AI accounting is the future? Not if we can help it. With the increasing use of artificial intelligence, several professions are at risk of becoming irrelevant in the
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4 reasons to adopt the time tracking habit
One of the hardest challenges of time tracking is remembering to note when to ‘set the timer.’ How can I develop the time tracking habit? Post summary: 4 reasons why time-tracking is critical for your business 5 easy ways to build good time-tracking habits Throughout the day, there is always too much to do, from
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8 Helpful Tips for Determined Remote Accountants and Bookkeepers
Remote work became vital in 2020 when the COVID pandemic hit us, and everyone had to isolate themselves. The pandemic has passed, but remote work is not backing down. More and more accountants are working from home or in remote locations. A Gallup study found that 3 in 10 people in the US work exclusively
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Accounting API! Pulling Data From Uku is Easier Than Ever
Moving data between different systems is time-consuming and overwhelming. Uku’s new import and export capabilities make keeping your data connected easy. Whether transferring journal entries to another system or pulling invoices into financial reporting, Uku’s new public API makes the process easier. We’re happy to introduce Uku’s long-awaited public, tailored for accounting, API 1.0, which
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6 New Elite Apps for Accounting Firms
The product team has worked hard to create six new apps accounting firms long for. These updates are for ambitious teams and are a part of our new Elite subscription plan, which is now available. So, what are the new apps we are talking about? Let’s have a closer look at each new feature coming…
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Liis Laanesaar: “Run towards your dreams”
Liis Laanesaar is a well-known name in the Estonian finance sector. She is the ambitious, innovative and inspiring leader of Klaar.me. How can one simultaneously be the CEO, focus on sports, keep family and friends close, and be the lead innovator of an entire country’s accounting industry? A sporty start to the journey We meet
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Sole trader vs limited company: changes in monthly accounting
No matter how small or big, every business must have a legal structure, with the majority preferring to be either a sole trader or a limited company. An estimated 3.5 million business entities operate as sole traders in the UK, with a further 2 million operating as a limited company. There are pros and cons
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Which Common Struggles Does a Client Portal for Accounting Firms Solve?
Every accounting firm needs efficient, user-friendly client portal software. Client portals for accounting firms have never been as powerful as they are today to make client communication a delightful part of a bookkeeper’s working day, not a burden. Summary One great example of a client portal for accounting firms is Uku’s client portal, a versatile, customizable
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8 Reasons to Use a Job Hours Calculator in an Accounting Firm
Time tracking has a bad reputation but is essential for keeping a business effectively in good shape. A good job hours calculator has more benefits than counting hours to control your employees. On the contrary, it helps you run a better, more profitable business while treating your team fairly. Every aspect of working in an
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From self-employed to large accounting firm: The wins and fails of CHK
Estonia has over 6,000 accounting firms. Most are small, up to 10 employees. That’s when many face their first growth barrier. The bravest overcome the barrier, and one of them is CHK. In 19 years, the now top-rated accounting firm has grown into an international company with 60 employees. They have sister companies in Finland,
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3 Tips on Achieving Maximum Efficiency in Accounting Email Management
Communication is key when working with others, be they clients or colleagues. Effective communication means having the same understanding of subjects with colleagues and trust-building with clients. The emails accountants send, in particular, play a significant role in this aspect, as it is the primary mode of communication for many accounting firms. It’s no secret
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5 TaxDome Alternatives for Accounting Practice Management
TaxDome is an online accounting practice management software that simplifies the work at accounting firms. It has been a popular choice for many accountants in the US and other countries, but as opinions differ, it does not suit everyone. If TaxDome was not your cup of tea, and you’re looking for an alternative, there are
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5 Most Important Women in Accounting History
Historically, the accounting profession has been dominated by men. However, the revolutionary industrial period brought the business closer to women. In the 19th century, the Western world gained its first woman accountant, and after that, women made significant contributions that transformed the field over the years. These women are inspiring figures for accounting students and
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Comparing Accounting Practice Management Software: Pixie alternative Uku
Uku and Pixie are great practice management software for accounting firms in the United Kingdom market. When picking the right tool for your accounting practice, the decision should be based on how the features align with your firm’s needs. We have quite a few other comparisons Comparing Uku vs BrightManager Comparing Taxdome alternatives Comparing the
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6 Worst Document Management Techniques to Stay Away From
According to research, an average office worker spends 30-40% of their time looking for misplaced documents, making it one of the most time-consuming tasks that provides no straightforward value. With better digital tools, why bother with ineffective document management? Yet, many organizations continue using outdated or inefficient methods that waste time and create chaos. Let’s
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How to Customize an Accounting Firm with Uku’s Features?
Each company, including accounting firms, is like a living organism — different in its own way. Gone are the days when customers searched for a product or service with everything they needed. Now, customers seek for systems that are customisable to match their requirements. Customise your accounting firm’s tasks, products, invoices, and client information to
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NEW IN UKU: Document Management and Repository for Accounting Firms
Managing documents across clients, projects, and team members can be time-consuming and chaotic for an accounting firm. Uku’s new document management app simplifies this process, ensuring that every file uploaded by a client or team member is instantly saved in the right place so nothing slips through the cracks. How Does the Document Management Feature
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NEW IN UKU: Revert Mistakes with Uku’s Actionable Audit Log
Uku’s support is often full of desperate accounting firm managers: “Someone deleted an important task! Can you tell me who did it and bring it back?” Until now, when a task was deleted, we’ve restored it by finding the task in our database, a process that could take some time. But that is about to
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NEW IN UKU: Budgets for Accounting Firms
Keeping track of project and client budgets can be challenging. Many scenarios exist in which one could lose money instead of earning honest pay. Scope Creep in Advisory Services Your client starts with a straightforward monthly bookkeeping plan, but soon, they’re reaching out for extra advice on taxes or financial forecasting. Scope creep happens when
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NEW IN UKU: Fully customizable client portal menu
A consistent and professional client experience is essential for any accounting firm. Uku’s client portal has significant new updates, making it a central hub for all client communication and insight. Client Portal as a Front-End for Your Client Service The client portal is your direct interface with clients. It’s the place to handle everything from
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NEW IN UKU: Workforce Management for Accounting Firms
Every organization takes a different approach to workforce management, whether through spreadsheets, a combination of various apps, or workforce management software. For accounting firms, having an organized system for managing team schedules, work locations, and employee information is essential to keeping operations smooth. However, workforce management is more than tracking hours or logging attendance. It’s
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VEDA Accounting Takes Tech Start-Ups to Unicorns
VEDA Accounting is an accounting firm serving clients from the United Kingdom and Bulgaria. The accounting firm vows to stand by its clients’ sides in transforming their start-up dreams into reality and inspiring others with dedication and success. Maggie Stancheva and Danail Koev are the founders of VEDA Accounting. The accounting firm has a niche.
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Maggie Stancheva: “Help each other”
I want to introduce an important woman from Bulgaria. Meet Maggie Stancheva. She is an ACCA, a Chief Flavour Officer, a mentor, and most importantly, Maggie is the founder of VEDA Accounting. From Bulgaria to the big city of London Maggie Stancheva was born and raised in Bulgaria and completed her university studies in Business
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Uku and Tripletex integration is now live
Tripletex has improved the accounting firm experience thanks to a new integration! Uku now integrates with the Norwegian accounting software Tripletex to bring Norwegian accountants an easier way to work. What can the Uku and Tripletex integration help accountants with? Client management Import your clients from Tripletex to Uku to keep all client info up-to-date.
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How to Write a Reliable & Inviting Bookkeeping Engagement Letter?
A bookkeeper or accountant is best at providing accounting services. But you cannot provide a service if you don’t have any clients. A bookkeeping engagement letter is the first contact between an accountant and their client and needs to leave a good impression. But how to write the best reliable and inviting bookkeeping engagement letter?
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How to Help Employees See the Value of Healthy Work Time Tracking?
Tracking time for work tasks is one of the best ways to grow a business. This overviews employees’ time on specific tasks, clients, and processes. Yet, there is a great deal of prejudice involved. We asked accountants how they feel about tracking time for work tasks, and the answers were quite similar. So, we researched
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Uku Partners Up with Cereda
We are excited to announce Uku’s new collaboration with Cereda from Denmark! This partnership is a significant step toward Uku’s mission to empower accounting and finance teams to work smarter, not harder. Now, Danish accountants have the opportunity to be more effective than ever before. What is Uku? Uku is an accounting practice management software
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New e-conomic Integration For Accounting Firms
There’s a new practice management software integration available for e-conomic users. Uku is now available for Danish accountants! The app is translated into Danish, has several accounting firms using it from Denmark, and helps solve the problems the new lov om tidsregistrering proposes to Danish businesses. For example, Sandgrav Solutions has created systems in Uku
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New in Uku: Project Management for Accounting Firms
Even though projects are part of many industries, project management is not a universal experience. Some use Excel and some notebooks, but the most clever ones let project management software do the manual labour. Project management for accountants is as essential as it is for other professionals in various industries. Project management isn’t just ticking
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7 Common Mistakes Accounting Firms Make When Using Work Management Software
Work management software is the best way to ensure efficiency and productivity in an accounting firm. However, not all accounting firms know how to make the most of it. Learning to avoid common mistakes can change how accountants and their teams use work management software, like Uku, to their fullest potential. Not using the full capability
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Project Management for Accounting Firms: Overlapping and Missing Time Entries
Entering a time entry is not always ideal. Sometimes, an accountant starts a task so vigorously that they forget the stopwatch. At other times, however, when entering time entries manually, it may happen that the times of two tasks partially overlap. You can now conveniently correct inaccuracies in time records in the “Time” view of
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5 Reasons To Use a Client Portal for Accountants and Bookkeepers
Reuters stated at the start of 2023 that accounting firms have different priorities this year, and automation is one of them. Accountants need to pay attention to keeping up with new laws and regulations rather than spending time in their email inboxes waiting for the client to send their documents. Still, when offering a service, client
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Accounting Project Management: Dependent Tasks
The long-awaited feature that makes project management for accounting firms much easier, dependent tasks, are now here! Task dependencies make your workflows even more effective. Dependent tasks are most helpful in creating a smooth workflow. What are dependent tasks? A dependent task means that one or more subsequent tasks will appear on the dashboard when
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Pille Reiljan: See Opportunities, Not Obstacles
Pille Reiljan’s career success story is a great inspiration for many. In 20 years, she has grown from an accountant’s assistant to Leinonen Group‘s Director of Operational Excellence and Process Development. Pille grew up in Estonia’s capital, Tallinn. She got her first job in the financial field thanks to her father, an accountant. She was
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Rain Allikvee: The Artist Whose Canvas is Technology
Rain Allikvee is a creator of realities and a visionary. His canvas is technology, and his passion is creating products that are enjoyable to use. Rain, what kind of realities do you create? “There is no definition for destination, and no one knows what the future brings. However, our choices, decisions, and actions shape our
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The Story of Uku’s Name and Character
Have you ever wondered why Uku is an owl? And what does the name mean? Here’s the story of Uku. The search for a guide Throughout history, humans have constantly searched for a guide — be it a friend, god, or spirit. Such a companion offers intelligence, reliability, and support at all times. While Estonians
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5-Year Path to Improved Practice Management. What’s Next?
In 2009, childhood friends Rain and Jaanus founded Artify, a design and development studio. Uku, the practice management software story began when the men’s clients repeatedly asked for improved accounting solutions. In addition, both of their mothers were also accountants struggling with aged accounting solutions. The challenge wasn’t in accounting itself but in digitising the
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Tekpon Named Uku One of the Best Accounting Workflow Management Software
Tekpon has named Uku one of the best workflow management software for accountants. This distinction comes after assessing numerous software offerings based on their unique features, user experience, and overall performance. Read Tekpons article. Uku’s journey began from a place of empathy. Witnessing the challenges faced by their accountant mothers, founders Rain and Jaanus embarked
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The Uku Team’s Observations at Accountex London 2023
On 10-11 May, the largest accounting conference in Europe, Accountex London, was held at the ExCeL Convention Centre in London. Uku was an exhibitor for the first time! Last year we visited the fair and studied how and what should be done to stand out. Before going to Accountex London 2023, we researched the main
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Uku’s New Chapter
Hi! It’s Uku, your smart assistant here. You’ve seen me before, but we haven’t met face-to-face yet. The spring of 2023 is a monumental time for me for many reasons. Have you noticed that I’ve got a brand new look? Let me explain my new appearance to you. On my chest, there’s a rune, the
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Estonia’s 3 Most Successful Accounting Firms Have One Thing in Common
Every year, Äripäev, Estonia’s business journal, ranks the most successful accounting firms. How do you get to the top ten? There isn’t a correct answer, but successful accounting firms have a few things in common. IMG Numeri, 1Office, and Grow Finance, the firms that made the top ten in the 2022 accounting firms, have a
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How to Send Accounting Emails 3 Times Faster?
Dealing with emails as an accountant is time-consuming. If you have many clients, your inbox is likely full of accounting emails. An accountant has to send many reminders often during a short period. However, client communication is an inevitable part of accounting. To solve this problem, we have been working on an important project for
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Uku’s Software Architect – Sven Lepamets
Sven Lepamets is a software architect. He has worked with Uku since day one. In fact, he has worked at Uku’s parent company, Artify, for ten years. His task is to see the big plan – to design and plan how the software should work. Who is Sven Lepamets, and what does he do? “I’m
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The Uku Team – Triin Rast & Hindrek Hannus
It’s time to introduce the next of Uku’s helpers – Hindrek Hannus and Triin Rast. Hindrek is the youngest member of the Uku team. As a developer, his task is to create new tools and fix bugs that may occur when using Uku. Triin is a multitalent of the Uku team. Her primary focus is
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New Subscription Plans in Uku from October
By adding more tools, options, and solutions, we have realized that the subscription plans also need an update.We work daily to make work management convenient, faster, and more efficient. We carefully listened to our client’s feedback and developed, improved, and moved Uku forward. Uku’s new subscription plans What’s changing? You can use all of Uku’s
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3 Ways to Support Your Accounting Team with Uku Member Groups
Did you know you can now support your accounting team’s work with member groups in Uku? The new addition has many clever possibilities for better teamwork and more efficient use of time. In this post, the focus is on three main ways to simplify work with member groups. But as the CEO of CHK, Christer
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Sons Developed Software to Simplify Their Mothers’ Accounting Work
Childhood friends Rain Allikvee and Jaanus Lang developed work management software for accountants to simplify their mothers’ daily accounting work. It recently ranked them among the best start-ups in the Baltics. Their mothers are both accountants whose accounting work challenges inspired the creation of the accounting management software Uku. Today, Jaanus and Rain are happiest
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The Next Estonian Unicorn? Uku Conquers the World With a Revolutionary Accounting App
Uku, the accounting practice management software, is on the road to becoming the next Estonian unicorn. It came out with a new revolutionary mobile app that explosively increases the productivity of accountants. The company plans to offer it to other sectors and hopes the product will be their ticket to the infamous Estonian unicorn status.
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5 Easy Ways to Get an Overview of Your Accounting Commitments
Accounting commitments are not an easy thing to track. When workloads get out of hand mid-contract or at busy times, the loss of billable hours can be a headache. Comparing how much work a client takes compared to the customer agreements is like looking for a needle in a haystack. Yet, accountants worldwide universally loathe
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Why an Accounting CRM Upgrades Customer Value
In today’s on-demand world, it is evident that accounting CRM has become a critical component of the client-accounting firm interaction. Uku understands this. How does Uku’s tailored accounting CRM add more customer value? Building a CRM for our accounting practices means better serving their customers and teams. Uku’s accounting CRM: reduces the time taken to
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Simple Steps to Master Accounting Task Plan Templates
Creating accounting task plan templates makes your life even easier. How? Before beginning any new client project, starting with a plan is a good idea. Specifically, an accounting task plan. It’s even more helpful if you’re trying to better communicate with clients, colleagues and others. Why not just write it down in Excel or Word?
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Uku, your accounting assistant always by your side
Tired of dealing with administrative tasks? Your accounting assistant gives you all the tools to simplify accounting and reduce inefficiencies
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4 Accounting Hacks: Do More In Less Time
Digitalisation has changed the face of the accounting industry. Here are 4 accounting hacks to become one of the most innovative accountants in 2024. It provides the ability to automate, track and monitor accountants’ tasks, and in the process do more, relieving the anxiety of jobs not being completed. Digital accounting tools empower accountants to
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Time is the Most Undervalued Currency
Time is the most undervalued currency. Unlike most variables in your personal and professional life, time is a commodity that is continuously within your grasp yet slipping away and zapping your energy reserves one hour at a time. This makes us a slave to the clock rather than trying to master it. From a new
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9 Ways to Customise Your Accounting Workflows
Our previous article examined why customisation is king for boosting customer satisfaction. Here are the customisation options we have launched as part of our ongoing roadmap(some items listed below) to be the leading accounting practice management software. Here are the ways you can customise your accounting workflows. Built-in AML accounting workflows Uku is helping to
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9 proven tips to start your day right as an accountant
It’s not easy to be happy and energetic every day just by nature. There are a few whacks to start your day right as an accountant. The early bird gets the worm. Yes we all have heard the phrase which we heard as kids from our parents and, much to our own chagrin, find ourselves
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Why accountants need AML software
Accountancy also plays a vital role in the financial system, facilitating monetary transactions that underpin the UK economy. Therefore, accounting practice managers must ensure that their accountants and services are not used for any unlawful purpose. Let’s talk about why UK accountants need AML software. All accountancy practices in the UK must act honestly and
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5 ways to have a more transparent accounting firm
Transparency is a word that conjures up several values—openness, honesty, clarity and collaboration, amongst several others. Transparent accounting firms have better client relationships. Transparency is a value that most democratic countries and cultures aspire to. It’s a building block of democracy. Like all democratic institutions, transparency equates to a form of accountability. Is it a
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Communication in accounting
Communication in accounting is important for effective collaboration, a no-stress work environment, and Post summary: Collaborative accounting model Communication in accounting as a soft skill Accountancy is evolving How collaboration reduces workplace stress Most accountancy jobs today require candidates who can demonstrate strong soft skills. One of the most important soft skills is communication, even
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Why going big isn’t always good for your accounting firm clients
“Go big or go home!” says the popular phrase. Yet, achieving greatness isn’t always ideal for your accounting firm clients. Let’s talk about why. Compared to SMEs, corporate enterprises appear to have it made. They have all the financial resources, talent, and access to a network of willing customers. Even most software providers usually tailor
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Fair accounting salary by using time tracking
Would you believe if you were told that your accounting firm was losing £8,665* per employee per year? (currency used for example) It’s very important to ensure a fair accounting salary to your employees. The easiest way to do this is by time tracking. Feedback from Uku users has highlighted that they recovered this amount
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12 ways to deal with stressed accounting clients
Stressed accounting clients are out there, everywhere, and it is more common than you think it is. Others deal with it differently, and how we deal with it is what determines the outcome. In 2020, of British adults in employment – a staggering 79% commonly experience work-related stress. But stress is personal, too. Generations have
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How Digitising Accounting Boosts Accountants’ Mental Health?
Accountants are feeling a tremendous amount of stress and emotional overload, and a low point in their mental health right now. They have seen an increase in heart-breaking cases of clients whose businesses are suffering due to the COVID-19 pandemic and, in several instances, on the verge of collapse. Such stories take their toll on
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Uku’s accounting software integrations, and why they matter
Don’t get sidetracked: achieve success with automated accounting workflows and Uku. Get the most out of accounting software integrations!
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Manage accounting work processes and meet deadlines
Completing a new task for a client is like cooking a dish: you have a recipe to follow. However, with each client, you must repeat the same recipe month after month, quarter after quarter or year after year. Creating effective accounting work processes is not something to be afraid of. Accountancy is a cyclic profession.
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Simplified accounting with integrations
Technology’s raison d’être is supposed to be helping you do your work easier and better, but there is so much of it everywhere that it can sometimes be overwhelming. We get it. There are so many apps and options to choose from that it is difficult to know where to start a more simplified accounting
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How to price accounting services?
We know that many of you (especially those of you who have started your practice recently!) find it difficult to establish the price list for your services. Here’s how technology can help. When you start a new practice, deciding how much you should price for accounting services is difficult because you need to take many
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Why effective client communication is important
You don’t need us to tell you that nurturing your client relationships is essential to the survival and growth of your accountancy practice. However, the last few months have changed many things, including how you can communicate with them and the frequency with which they expect you to update them on the latest developments. Here
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4 Ways to Make Accountants Enjoy Time Tracking
Is getting your employees to track time a constant battle? Is it hard to overcome their resistance and motivate them to time track? I know a few simple ways to make your employees enjoy time tracking! Worse still, you’re devoting time to pushing people to submit what hours were worked. You know time tracking is
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Upskilling accountants – what’s it about?
According to research, by 2030, automation, digitisation, and artificial intelligence will cut jobs by 29% while contributing as little as 13% to job creation. How can we improve? The solution is upskilling accountants. Whether you are an accountant or the manager of an accounting firm, let’s discuss how to beat technology in this space race.
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How much should my accounting service cost?
Knowing how much your accounting service cost could make or break your accountancy practice. Post summary: Which pricing model – hourly or value-based? Making Tax Digital – charge more or less? How technology is boosting profit When you start a new practice or wish to become a more profitable and competitive practice, deciding how much
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The changing nature of fintech accounting tasks – are you ready?
New technology, combined with less red tape, is transforming the way accountants manage their fintech clients. The stereotypical image of the steady, cautious accountant is going through a shake-up. New tech, new software and new regulations mean the accountant’s role, and particularly those within fintech companies is ripe for an overhaul. Transparency, cloud accounting, automation,
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Value-based pricing – top accountant’s secret weapon
Creating value for the customer retains loyalty and is also a way to command a higher price for your knowledge, product or service. How to use value-based pricing as your secret weapon? Yet, what does this value crea tion look like? One famous story illustrates how one can charge more for simply knowing what to
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Why use accounting workflow templates?
As your accounting firm gets bigger and more people join the team, keeping track of who’s doing what and when gets harder.
There are tasks your team has to do every day, week, or month, so your clients stay happy and everything runs smoothly.
Things can get messy if you don’t create a clear system for how and when to do these tasks. People might miss deadlines or make mistakes.
That’s why it’s important to have set rules or steps for each task. These are called standardized processes and can be automated with workflow templates.
Using templates helps everyone follow the same process, so the work is done right and on time, with fewer mistakes.
How to standardize my accounting processes?
The best way to ensure your team does work the same way every time is to take what’s in your head and write it down so others can follow it too.
That means you need to break down all the steps for bookkeeping, taxes, or payroll into a checklist or guide and create a workflow template.
We’ve already made a few sample templates for your use. It’s a starting point to make things easier. Since every accounting firm works differently, you must modify those templates to match how your team does things.
Every task your firm does has specific rules on how it should be done and in what order to meet your firm’s standards. Writing down those rules into templates helps your team stay consistent and make fewer mistakes.
The benefits of accounting workflow templates
Standardizing your process gives your employees a straightforward and established way to do client work.
- Provides clarity for your team
- Guarantees quality work and deliverables as your team grows
- Makes your firm more productive
- Allows you to onboard new hires faster
You will drastically increase firm productivity
When you use workflow templates to organize how your team does things, your accounting firm can get much more done and waste less time.
If your team doesn’t have a clear process to follow, they’ll probably mess up more often. And then someone, usually the manager, has to go back and fix those mistakes, over and over again.
But if you have a set process written down, your team can follow the steps. That means fewer mistakes and less time spent fixing issues.
Even better, they’ll get the work done faster because they don’t have to stop and figure out how to do it every time. The instructions are already there, ready to go.
Onboard new hires and scale faster
When you turn your work processes into clear templates, training new employees becomes way easier and faster.
Typically, teaching someone new how to do things takes time. That’s time you could use to do actual client work or grow your business.
This is one of the biggest reasons accounting firms have trouble growing. They can’t take on more clients because training new people wastes valuable time.
But if you already have all the steps written in a template, new hires can follow that. You don’t have to explain everything from scratch.
That means you can train more people faster, take on more client work, and grow your firm more easily.
Document your process into templates
Uku is an accounting practice management software made just for accounting firms to help them stay organized and get work done.
Uku has several ready-to-use templates, so you don’t have to start from scratch. You can use them immediately or modify them to match your team’s workflow.
Instead of spending hours building templates in Excel, Uku saves you time by giving you everything you need to set up your processes quickly and easily.
How Uku can help you standardize your firm
Uku helps your accounting firm stay organized and grow by doing three important things:
Write down your process – You can turn your step-by-step tasks into workflow templates so everyone knows exactly what to do.
Share with your team instantly – Your staff can access these templates immediately, so they’re always working from the same playbook.
See what’s done and what’s not – You can easily track which tasks are finished and which still need work, so nothing slips through the cracks.
Easily track the status of client work
Once you’ve used the workflow templates to hand off client work to your team, Uku gives you one easy place to see how everything is going.
You’ll always know who’s doing what, how far along the work is, and when it needs to be finished. With this kind of clear view, nothing will get forgotten or missed.
This helps you meet your deadlines and keep your clients happy.
If you want to make your process more organized, get more done, and grow your accounting firm, try Uku for free today.
Thomas M.
Sandgrav Solutions
Annika R.
Aaron’s Accounting Services
Mia S.
Rocket Accountants