Document management for Accounting Firm
Documents secure, organized, and ready when you need them
Make your accounting firm’s document management smooth with Uku’s Documents app.
Uku ensures every file uploaded is organized, easily accessible, and securely stored.
No credit card required.
Top Accounting Practice Management Software
Everything you need is in one place, enhancing productivity and efficiency.
Organize and Access Files Easily
- Connect your DMSIntegrate with Google Drive, OneDrive or SharePoint to connect your workflow with documents.
- Customize Folder StructureDefine where Uku saves your files. Set up specific folders per client, or let Uku automatically generate folders by client, year, or month.
- Automate backups Opt to back up all your files in Uku Azure servers for added peace of mind.
- Direct File Access Open uploaded files directly in your document management system, like Google Drive, One Drive or Sharepoint. Work with files instantly without downloading them.
Simplify Document Requests and Collection
Boost client satisfaction with easier collaboration. Request and collect documents through your branded and secure client portal.
Instant File Digitization
Every file uploaded to task can be digitized and sent to Xero or Quickbooks through integration. Reduce manual data entry and save valuable time.
Key Features of the Software for Accounting Firms
Workflow Automation
Automate recurring tasks and deadlines with customizable templates.
Task Management
Track tasks, deadlines, and assignments across your entire team.
Time Tracking
One-click timers and flexible time entries with billing integration.
Team Collaboration
Real-time visibility into workloads, comments, and shared workspaces.
Client Management
Centralized client profiles with contacts, documents, and notes.
Business Analytics
Financial reports, team performance, and profitability insights.
Client Agreement Monitoring
Monitor workloads and get alerts when work exceeds agreements.
Flextime
Manage flexible working hours and vacation balances.
Automated Billing
Generate invoices automatically from tracked time and contracts.
Email Management
Connect your inbox directly to client cards and tasks.
Document Management
Store, organize, and share documents with your team.
Client Portal
A branded portal for secure client communication and file sharing.
Project Management
Plan and track accounting projects from start to finish.
Client Budgeting
Set and monitor client budgets with automated alerts.
Workforce Management
Manage team schedules, vacations, and capacity planning.
Integrations
Connect with Xero, QuickBooks, Merit Aktiva, and more.
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.
