Best Practices

Migrating from another practice management tool to Uku

Move to Uku from another tool — what to configure first, how to run parallel systems during the transition, and when to fully switch.

Monitoring setup for a small firm

Configure Monitoring on the clients and metrics that matter most — a pragmatic starting point, not an exhaustive setup guide.

Onboard a new client in Uku — the complete playbook

Set up a new client from record creation to first invoice — includes optional AML and Client Portal configuration steps.

Onboarding a new team member in Uku

A practical guide for Company Admins to invite, configure, and orient a new team member in Uku — from invitation to first productive day.

Running a remote or distributed team in Uku

Use task visibility, time tracking, and monitoring to manage a distributed accounting team effectively without micromanagement.

Running a weekly firm review with Uku

30-minute weekly cadence for Company Admins — overdue tasks, monitoring status, team capacity, and carry-overs.

Tax season in Uku — workflows and billing

Manage the annual tax-filing rush with workflow templates, due-date monitoring, time tracking, and billing timing for high-volume periods.

Using the Client Portal without overwhelming your clients

Roll out the Client Portal gradually — start with task visibility, then expand to documents and messages as clients become comfortable.

Using Uku data for pricing conversations

Use Monitoring, BI Analytics, time reports, and billing data to build evidence-based pricing arguments and raise fees with confidence.

Workflow templates for bookkeeping firms

Build workflow templates for monthly bookkeeping, quarterly VAT, and annual reports — then push updates to all clients at once.

Year-end close in Uku — a practical checklist

Year-end checklist — final invoices, time reconciliation, flextime review, task cleanup, and template prep for the new year.