Parimad praktikad

Migrating from another practice management tool to Uku

A practical migration guide for firms moving to Uku from another tool — what to set up first, how to run parallel systems during the transition, and when to make the full switch.

Onboard a new client in Uku — the complete playbook

A step-by-step playbook for setting up a new client in Uku — from the first data entry to their first invoice, with optional AML and Client Portal setup.

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

How to use task visibility, time tracking, messaging, and monitoring features to manage a remote accounting team effectively — without micromanagement.

Running a weekly firm review with Uku

A structured Monday-morning cadence for Company Admins — dashboard → overdue tasks → missed billing → monitoring → carry-over items — done in 30 minutes.

Running tax season in Uku — workflows, monitoring, and billing

A practical playbook for managing the annual tax-filing rush in Uku — workflow templates, due-date monitoring, time tracking, and billing timing for high-volume periods.

Setting up Monitoring for a small firm — practical, not exhaustive

A focused guide for small accounting firms to configure Uku Monitoring on the clients and metrics that actually matter — without spending days on setup.

The weekly missed-billing review — a 15-minute habit

Build a weekly routine in Uku to review unbilled work, catch time that slipped through invoice cycles, and reclaim it before it disappears permanently.

Using the Client Portal without overwhelming your clients

A pragmatic guide to rolling out the Uku Client Portal to clients who are new to online portals — how to set expectations, start small, and build adoption gradually.

Using Uku data for pricing conversations

How to use Monitoring, BI Analytics, time reports, and billing data to build evidence-based pricing arguments — and have better conversations with clients about fees.

Workflow templates for bookkeeping firms — build once, apply everywhere

How to design and maintain workflow templates for the most common bookkeeping engagements — monthly bookkeeping, quarterly VAT, and annual reports — and keep all client plans in sync.

Year-end close in Uku — a practical checklist

A step-by-step checklist for closing out the year in Uku — reconciling time, sending final invoices, reviewing flextime, archiving completed work, and preparing next year's templates.