How to create a company account?
TL;DR: You can create a company account in Uku in three ways: during sign-up, from Settings, or when inviting members. The company account includes a free 14-day trial.
Who can do this
Any user with a registered Uku account
Users who select a leadership role during sign-up, or existing users navigating to Settings & Apps
Getting started with accounting practice management software as a company
Uku allows a manager to be more aware of their company and manage projects. In order to get an overview of employees and their work responsibilities in Uku, you need to create a company account.
Creating a company account is easy, and Uku offers three ways to do it. A company account can be added when first signing up, from Settings & Apps, or when inviting users. The company account is free for the first 14 days.
Option 1: When signing up
Sign up for Uku.
When prompted about your role, select the option indicating you play a leadership role at a company.
Complete the sign-up form to create your company account immediately.
Note: The 14-day trial period for your company account begins immediately upon sign-up.
Option 2: Add a company account from Settings
If you did not add an account when you signed up, you can do so later.
Open the main menu and select Settings & Apps.
Select + Add company.
Fill in the required company details and confirm.
Option 3: When inviting members
A company account is required to add a team. If a company has not yet been added, you can also create one from the Members view.
Navigate to the Members section.
When prompted that a company account is required, follow the on-screen instructions to create one.
Once the company account is created, proceed with inviting members. Learn more about adding members.
Troubleshooting
I cannot find the + Add company option in Settings: Make sure you are navigating to Settings & Apps from the main menu. The option appears only if no company account has been created yet for your user.
The 14-day trial has expired and I cannot access features: You will need to upgrade to a paid plan. Visit the Subscription section within Settings & Apps to choose a plan.
I signed up but was not prompted to create a company account: If you selected an individual role during sign-up, you were not prompted. You can still create a company account from Settings & Apps using the steps in Option 2 above.