How to 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.
Best Practices
Tips and recommended workflows from real Uku users.
All articles
Section titled “All articles”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.
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 AML compliance in Uku for the first time
A step-by-step playbook for activating the AML app, filling in compliance fields across your client base, and configuring automatic task triggers for expiring documents and risk profiles.
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.