Get Started with Uku
By Rain1 author18 articles
Getting started with Uku - for the managerSet up your accounting firm in Uku step by step: invite team members, import clients, configure task plans, email templates, billing, reporting, and monitoring.
Which plan to choose?Compare Uku's Solo (free), Team, and Enterprise plans to find the right fit for your practice. Includes a breakdown of features, pricing structure, and the free 14-day Team trial.
What is the difference between yearly and monthly billing?Understand the differences between Uku's yearly and monthly billing options, including cost savings, renewal terms, and how to switch between them.
Uku user manualA step-by-step getting started guide for Uku covering account creation, adding members, managing clients, work plans, dashboards, reports, and time tracking.
How to switch to a different plan or change the billing frequency?Switch between Team and Enterprise plans or change from monthly to yearly billing at any time, with prorated credits applied automatically.
How to filter and save your dashboard?Learn how to use dashboard filters in Uku to focus on specific tasks, and save your filtered views for quick access as default or custom dashboards.
How to activate apps?Learn how to activate additional apps in Uku from Settings & Apps to extend your practice management capabilities during the free trial or on a paid plan.
How to Migrate from Solo to a Paid PlanCreate a company account with a paid plan, then contact Uku support via chat to migrate your Solo data. The support team transfers your clients, tasks, time entries, and documents…
How can I start paying for Uku?Subscribe to a paid Uku plan after your 14-day free trial. Choose your plan, set the number of members, select a billing cycle, and enter payment card details.
Getting started with Uku - for the memberGet started as a team member in Uku: add clients, create recurring task plans, manage daily tasks on the dashboard, and track time spent on your work.
Demo account featuresExplore Uku risk-free with a pre-loaded demo account featuring sample clients and tasks, then switch to your real workspace when ready.
Getting started with Uku - for the managerYou have an overview of jobs, customers, and users - all in one place!
Installing Mini UkuInstructions for installing Mini-Uku.
What to do if I cannot log in to UkuStep-by-step troubleshooting guide for Uku login issues, including session clearing, password reset tips, and how to avoid getting locked out.
How to reset my password?Reset or change your Uku account password using the Forgot password flow on the login page. All you need is your email address.
How to access history if you no longer use UkuYour work history remains accessible in Uku even after your subscription has expired. Log in, dismiss the expiration notice, and use Reports to search for completed tasks and past data.
How does Uku's referral program work?Invite friends to Uku through the referral program: they get a free month and training, and you earn a 30 EUR/GBP/USD Amazon gift card when they become paying customers.