Task Management for Accounting Firms
Know the status of every client & task across your firm without a meeting
Uku automatically creates daily task plans in the right order so that you’ll never miss a deadline. Mark tasks done, and the sun will come out on your screen.
No credit card required.
Top Accounting Practice Management Software
“Thanks to a good overview, we can better plan our time as well as replacements.”
Grete Janson.
1Office Group
How to never miss a task deadline?
How to manage accounting work more effectively in Uku?
Best accounting service your client has ever had.
Tasks show themselves at the right time
- ✓Tasks appear on your dashboard and calendar when it’s time to work on them
- ✓Effective planning helps meet deadlines
- ✓Seeing only timely tasks helps keep you focused
Tasks are available for everyone who needs to see them
- ✓An overview of your team and your own work
- ✓Assigning tasks – one by one or in bulk
- ✓Convenient and fast communication with comments and notifications
Never miss a task deadline again
- ✓Timely task reminders
- ✓Real-time overview of task status
- ✓Input for better management decisions
Workflows make tasks appear automatically
- ✓Create a customized work plan for each customer
- ✓Enter additional information that will later simplify substitutions – instructions, passwords, notes
- ✓A well-thought-out system increases efficiency
Accounting task management software features
Time tracking
Track working time with the stopwatch or enter it manually. You can also enter time for multiple tasks at once.
Task templates and task plans
Create workflow templates and standardize your work processes. You can use them as a basis for creating task plans for clients.
Subtask checklists
Add subtasks to tasks so that all important activities are remembered and get done.
Attachments
Add attachments to tasks (e.g. work instructions, contracts) to find the information you need faster.
Custom fields
Add information that is important to you to your tasks. For example, you can use custom fields to keep track of tasks statuses.
Dashboard and calendar
Find a way to work that suits you. You can customize and save the dashboard or calendar views with filters.
Assigning tasks
You can assign tasks and clients to team members temporarily (a vacation or sick leave) or permanently.
Extra work
Mark a task as extra work with one click. This way, you can conveniently see an overview of all the extra work and it’s reflected on the invoice.
User roles
Each member sees exactly the information they need. The regular member sees their tasks, but the team leader has access to the teams tasks.
