The same Uku toolkit, capped to a single user with 20 active clients. Built for accountants running their practice solo — no compromises on features, no team complexity.
14-day free trialNo credit card requiredCancel anytimeSOC 2 Type I certified
Onboarding
Get your firm on board — or let us do it.
You can self-onboard with our guides and video tutorials or hire Uku's onboarding experts. They'll help you set up your team's workflow and get your company on board. The first 90 min of onboarding help is free for every new account
Manage clients with contacts, notes, agreements, status, color codes & work plans.
Client groups
Create custom client groups to sort information by type.
Client import
Bulk-add all clients from Excel or your accounting software.
Client export
Export clients with all fields to Excel; edit and re-import.
Client budgeting
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Agree a budget with the client; track usage and get notified before it's maxed.
AML
Automated anti-money-laundering checks with risk profile and status.
User roles & rights
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Control access to clients and tasks; assign responsible employees.
✅Tasks & Workflows
Unlimited tasks
Add tasks with description, dashboards, notifications, tags & snoozing — no limits.
Recurring tasks
Set recurrence rules (daily, weekly, monthly, quarterly, yearly, custom).
Calendar
Visual calendar view of tasks, deadlines and team schedules.
Checklists
Break a task into smaller sub-tasks in a checklist format.
Mandatory checklist ticking
Company setting ensuring no task completes without ticking the checklist.
Task dependency
Make tasks dependent on each other for connected workflows.
Due dates & prioritization
Hit deadlines; set due dates, times and priority order.
Bulk task edit
Select multiple tasks and update member, time entry, snooze or status at once.
Workflow templates
Pre-built templates to quickly set up recurring work for clients.
Workflow automations
Automate recurring workflows to save time and reduce manual work.
Magic buttons
One-click actions to speed up repetitive daily tasks.
Custom fields
Create custom fields to track anything related to work.
Shared tasks
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Share your work with colleagues and collaborate on tasks.
Following & assignment of tasks
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Assign tasks to colleagues; follow progress with notifications.
Company workflow templates
Reusable workflow templates shared across the entire team.
⏰Time Tracking & Billing
Stopper
Your secret weapon for building good time-tracking habits.
Adding time manually
Not all jobs can be tracked in real-time — add time manually.
Time record editing
Edit tracked time afterwards.
Smart time entry
Suggested starting time from end of last activity.
Email reminders & summaries
Reminders if time runs over 8 hours; weekly summaries of work and time spent.
Offline mode
Track time while offline; syncs when reconnected.
Time estimation
Set estimated time; considered when marking the task done.
Extra work tag
Track non-contractual time; surface in reports and invoices.
Mandatory time entries
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Company setting ensuring no task completes without a time entry.
Billing
Flexible price lists, customization per client, and invoicing.
Payment links
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Put a pay button on every invoice, reminder and PDF. Connect Stripe, Montonio or your own payment page; with Stripe and Montonio, Uku marks the invoice paid when the money lands.
📧Email & Documents
Email management
Manage client emails directly in Uku; link to tasks and clients.
Document management
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Store, manage and collect client documents inside Uku.
E-signatures
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Send documents for e-signing directly from Uku.
Cloud storage (Drive, Dropbox, SharePoint)
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Connect cloud storage to your workflow; auto-create folders per client.
🏠Client Portal
Client Portal
Branded portal where clients submit documents, view tasks and message your firm.
Magic link access
Clients log in via magic link — no passwords or usernames needed.
Client messaging
Message clients directly through the portal; your team can respond.
Automated reminders
Automatic notifications before deadlines and for overdue tasks.
White-label branding
Customize with your logo, colors, domain, description, video and language.
Client Portal custom menu
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Tailor portal menus per client with personalized task categories.
📈Reports, Analytics & Monitoring
Summarized reports
Clear overview of time logged by team on client, topic or task.
Detailed reports
Detailed overview of all tasks, clients, users and time entries.
Time reports
All task-related time entries with powerful filters; spot gaps easily.
Export (PDF, XLS)
Export data from reports as PDF or Excel; send to clients.
Company saved reports
Save company-wide reports for the team to check.
Monitoring
Monitor client agreement validity by comparing against actual work done.
BI Analytics
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Full overview of firm efficiency and bottlenecks across clients, members and tasks.
Flextime reporting
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Track team working hours; approve weekly or monthly time.
👥Team & Access
Teamwork Tools
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Boost productivity with shared clients and tasks plus notifications.
Projects
Stay up to date with every detail of projects and monitor progress.
Access management
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Control access flexibly per office, member, or client basis.
Workforce management
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Centralize employee data; track time, attendance, vacations and onboarding.
🔌Integrations & API
All accounting integrations
Connect Uku to your accounting software to import and send invoices.
Zapier (5,000+ integrations)
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Connect Uku to 5,000+ apps via Zapier — no coding needed.
Public API
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Build custom integrations using Uku's open REST API.
Uku MCP
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Let Claude or ChatGPT operate Uku directly: tasks, time, clients, invoicing and BI reports.
Custom integrations
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We build custom integrations tailored to your firm.
💁🏻Support & Services
Self-service knowledge base
In-depth how-to guides, videos and support material.
Email support
Email support for all new and existing users.
Live chat support
Professional customer support here to help with any questions.
Mini Uku (plugin)
Browser plugin — add tasks and track time from any website.
Mobile access
Access Uku and the client portal from any smartphone or tablet.
Actionable audit log
1 day
Track every change in the system; restore deleted tasks and edits.
One-on-one training
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Personalized training session for your team and metrics setup.
Pay by invoice
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Pay for Uku by invoice instead of card.
Assisted clients import
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Our team helps you import all your clients.
Tailor-made team workshop
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Hands-on training designed around your firm's needs.
Dedicated account manager
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A personal account manager who knows your company.
Early access to features
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Gain early access to new features and have a say in development.
Trusted by 1000+ accounting firms
Uku has transformed how we run our practice. The team management and billing features alone have saved us countless hours every month.
Tiina Mirka · Partner, Rödl & Partner
Independent user reviews
Top-rated by accounting firms, consistently.
Uku's user reviews and ratingsBased on our G2 ratings
Every signup gets all Elite features free for 14 days.
1
Sign up in 2 minutes
No credit card. The trial covers every member of your account.
2
Run your firm on Elite
Import clients, set up workflows and test everything — full access.
3
Pick a plan after 14 days
Choose Solo, Team or Elite. Add a card only when you decide to stay.
FAQ
Frequently asked questions
Pricing is based on the plan you choose (Solo, Team, Elite or Enterprise) and the number of members in your account. You only pay for team members who use Uku — clients access the client portal for free.
Every new signup starts with a 14-day free trial of all Elite features — no credit card required. After 14 days, choose Solo, Team or Elite to keep going.
Solo is a powerful single-accountant tool for up to 20 active clients. It includes all accounting integrations, the Client Portal, document management, AML, custom fields, magic buttons, monitoring, client budgeting, e-signatures, billing, email management, and live chat support.
Solo is built for accountants running their practice solo. 20 active clients is a realistic workload for one person — beyond that, you typically need a teammate, which is what the Team plan is for. Inactive clients don't count toward the limit.
Yes. There are no long-term contracts. You can cancel your subscription at any time and your account will remain active until the end of the billing period.
You can upgrade at any time — when upgrading, you'll be charged the prorated difference. Solo can be chosen on signup or when your 14-day trial ends; downgrading from Team or Elite to Solo is not supported.
Yes. Enterprise plans include volume pricing for larger teams. Contact our sales team to discuss pricing tailored to your firm's needs.
Uku is available in 12 languages: English, German, Spanish, Danish, Swedish, Finnish, Polish, Bulgarian, Ukrainian, Lithuanian, Latvian, and Estonian. The client portal supports these same languages.
Yes. Uku is SOC 2 Type I certified, with data hosted in EU data centers. We use encryption at rest and in transit, regular security audits, and strict access controls. Read more about our security.
Every new account gets a free 90-minute onboarding session. For teams that need more hands-on help, we offer onboarding packages starting at $700 — including data migration, workflow setup, and training sessions.
Uku doesn't have a permanently free plan, but every new signup gets a full 14-day free trial of all Elite features — no credit card required. After the trial, you choose the plan that fits: Solo, Team or Elite.
No. The Team, Elite and Enterprise plans include unlimited members and unlimited clients — you only pay for the team members who actively use Uku. Solo is built for a single accountant with up to 20 active clients.
Yes. Our onboarding packages include assisted data migration, and we have step-by-step guides for switching from other tools or spreadsheets. Our team helps you import your clients and set up your workflows.
No. You pay for your plan based on the number of active members — nothing else. Clients use the client portal for free, and you can cancel anytime with no long-term contract.
SOC 2 Type I certified
