Get started with Uku

Quick answer

Uku is practice management software for accounting and bookkeeping firms. After signing up, you complete a short setup wizard (country, personal info, company details), then land on your dashboard. From the sidebar you manage clients, tasks, billing, and your team — all in one place.

Who can do this

• Anyone creating a new Uku account goes through the full setup wizard.
• Team members invited later skip the company setup step and go straight to their personal profile.

What is Uku?

Uku is a work management platform built specifically for accounting and bookkeeping firms. It helps you organise client work into tasks and workflows, track time, bill clients, and monitor deadlines across your entire team. Whether you work solo or manage a multi-person firm, Uku gives you one place to see what needs doing, who is doing it, and what has been billed.

Signing up

You can create your Uku account in three ways:

• Google — click Continue with Google on the sign-up page and authorise with your Google account.
• Microsoft — click Continue with Microsoft and sign in through your organisation’s Microsoft account.
• Email and password — enter your email address, phone number, and choose a password (minimum 8 characters, letters and numbers).

You must agree to the Terms of Service before proceeding. After registering with email, you receive a confirmation email — click the link to verify your account and continue to the setup wizard.

The setup wizard

The setup wizard takes about a minute and has three to four steps depending on your plan choice.

Step 1 — Country and language

Select your country and preferred language. Uku uses this to configure region-specific features such as tax rules, workflow templates, and available integrations. Click Begin to continue.

Step 2 — Personal info

Fill in your First name and Last name (required). You can also upload a profile photo, select your field of work, and choose how you will use Uku: Team (two or more people) or Solo (free plan with limited features). If you select Solo, click Finish to complete the wizard. If you select Team, click Next to continue to company setup.

Step 3 — Company setup (Team plan)

Enter your Company name (required) and Team size (required). You can also tell us which accounting software you currently use. Click Next to continue.

Step 4 — Book a demo or start your trial

After the profile and company steps, you can either Book a demo with an onboarding specialist (a 15-minute call) or click Start a free trial to jump straight in. Uku sets up your account in the background and redirects you to the dashboard within a few seconds.

Your sidebar — what each item does

Once inside Uku, the left sidebar is your main navigation. You can expand or collapse it using the toggle at the bottom.

Your daily work

• Dashboard — your home screen. See upcoming deadlines, recent activity, and key tasks for your firm.
• Calendar — a calendar view of tasks and deadlines. Useful for planning work across the week or month.
• Report — detailed reports on work done, time tracked, and team performance.

Analytics and monitoring

• BI Analytics — dashboards with charts covering revenue, work hours, pricing, and other key metrics. Available to Company Admins and Company Owners on the Elite plan.
• Monitoring — track recurring compliance deadlines (tax filings, annual reports) across all your clients. Visible when the Monitoring feature is enabled.

Financials

• Billing — create and manage invoices, track what has been billed and what is outstanding. Visible based on your role and permissions.

People and organisations

• Clients — your client list. Each client record holds contact details, associated tasks, invoices, and documents.
• Suppliers — manage supplier relationships. Visible when the Suppliers feature is enabled.
• Projects — group related tasks under a project (or “Events” depending on your company setup). Visible when Projects is enabled.
• Members — your team directory. See who is on your team, their roles, and workload.

Support and settings

• Help — opens the Uku help centre in a new tab.
• Settings & Apps — configure your firm’s settings, enable integrations, manage your subscription, and install connected apps.
• Profile — your personal profile with account settings, notification preferences, and security options.

Key concepts to know on day one

Clients

Clients are the companies or individuals your firm serves. Each client has a dedicated profile with contact information, linked tasks, invoices, documents, and notes. Everything in Uku revolves around the client.

Tasks

Tasks are individual units of work. A task belongs to a client, has a deadline, can be assigned to one or more team members, and tracks time spent. Tasks can have checklist items, comments, and file attachments.

Workflows

Workflows are templates that automatically generate a set of tasks for a client. For example, an “Annual accounts” workflow might create tasks for collecting documents, preparing statements, filing with the tax authority, and sending the final report. Uku includes country-specific workflow templates and you can create your own.

Billing

Billing connects the work you do to the invoices you send. You can track time on tasks, set pricing rules (hourly, fixed, or per-unit), and generate invoices directly from completed work.

Recommended next steps

1. Invite your team — go to Members and add your colleagues by email. They receive an invitation to join your Uku account.
2. Add your first clients — go to Clients and create client records for the companies you serve.
3. Set up workflows — go to Settings & Apps to configure workflow templates that match your firm’s recurring work.
4. Start tracking work — create tasks (manually or via workflows), assign them to team members, and begin tracking time.

Troubleshooting

The confirmation email did not arrive

Check your spam or junk folder. If the email is not there after five minutes, go back to the sign-up page and use Resend confirmation email. Make sure the email address you entered is correct.

The setup wizard keeps reloading after I click Finish

This usually means the account creation is still in progress. Wait a few seconds and refresh the page. If the wizard restarts from the beginning, your session may have expired — log in again and the wizard will resume where you left off.

I signed up with Google but cannot log in now

Make sure you are using the same Google account you signed up with. Go to the login page, click Continue with Google, and select the correct Google account from the picker.