TopToolAdvisor

Review · Industry software

Uku review

Practice management software for accounting firms with CRM, workflow automations, time tracking, billing, a client portal and AML checks.

By the TopToolAdvisor research desk · Updated November 6, 2026

Features (35%)
8.2
Ease of use (35%)
8.3
Value (30%)
8.9

Uku packs a full practice toolkit into low per-member prices. Even the Solo plan includes the CRM, calendar, time tracking, billing, workflow automations, all accounting integrations, the client portal, custom fields, email management, document management, client budgeting, e-signatures and AML checks, but it is capped at one member and 20 active clients. Team, at $38 per member a month billed annually, removes that cap with unlimited clients, and Elite at $48 adds built-in BI, workforce management and an API. The CRM keeps contacts, notes, agreements, status, color codes and work plans on each client, which helps firms that sell recurring service packages. New accounts get a 14-day trial of Elite without a credit card. Onboarding help beyond the first 90 free minutes is paid, from $700 for teams of up to four. Uku has fewer tax-season tools, such as organizers and return delivery, than TaxDome or Canopy.

Who it is for

Small and midsize accounting and bookkeeping firms that want every core module on a low per-member price.

Price

Solo from $19 per month billed annually for one member and 20 active clients; Team from $38 per member per month billed annually.

Solo from $19/mo, Team from $38/mo, Elite from $48/mo.
Quoted from the vendor pricing page on November 6, 2026.

Key features

  • CRM with contacts, notes, agreements, status and work plans per client
  • Workflow automations, calendar and time tracking
  • Billing, client budgeting and e-signatures
  • Client portal, document management and email management
  • AML checks and integrations with accounting software

Strengths and weaknesses

  • Strength: Unlimited clients on per-member plans above Solo
  • Strength: Every plan starts with a 14-day trial of the top Elite plan, no credit card
  • Strength: Low monthly price per member for the feature set
  • Weakness: Solo is capped at one user and 20 active clients
  • Weakness: Built-in BI, workforce management and the API need the Elite plan
  • Weakness: Paid onboarding packages start at $700 for small teams

Key facts

  • Free trial: 14 days of the Elite plan, no credit card
  • Plans: Solo $19, Team $38, Elite $48 and Enterprise $88 per member a month billed annually
  • Onboarding: First 90 minutes free; packages from $700
  • Security: SOC 2 Type I audited, per Uku

Where it ranks

Uku is No. 4 in our Best Practice Management Software for Accountants verdict.

Alternatives we scored

Visit getuku.com · Questions or corrections: editorial@toptooladvisor.com