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.
No credit card required.
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
Quicker internal communication
- ✓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
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)
Gather all customer information – tasks, contact information, contracts, rights, etc. – in one place.
Replacement leave
Assign your tasks to a colleague during your vacation time. You can add relevant information to the task card.
Real-time overview
The report gives a real-time overview of the tasks and the time it took to complete them.
Team calendar
Stay up to date with colleagues’ work and workload. This way you can share the workload better.
Tracking tasks
Keep track of tasks and keep up with their progress. This way you can be sure that the work gets done on time.
Monthly summary
View a summary of the work done and time spent by employees or on customers in the report summary.
