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.
No credit card required.
Top Accounting Practice Management Software
“Our core value propositions are cost-efficiency, reliability and transparency. Uku helps us deliver all that and more.”
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)
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
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
Enter all customer contact information in Uku so they’re always at hand for all team members.
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.
