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What is Uku?

Uku serves as a digital assistant designed to enhance the credibility, growth, and overall satisfaction of employees within your accounting practice. This innovative platform facilitates the management of deadlines and task assignments, promotes transparency by enabling team members to view each other's responsibilities, and incorporates features such as CRM functionalities and accurate billing hour tracking. With Uku, teams can streamline their workflow and foster a collaborative environment that contributes to a more efficient work culture.

What is Basil?

Basil functions as an all-inclusive practice management tool specifically designed for accountants, bookkeepers, and CPAs, improving client management, automating various tasks, and efficiently overseeing workflows through a secure client portal that features integrated email, calendar, and CRM capabilities. The platform offers intuitive task and workflow management tools complete with automatic reminders for clients, limitless eSignatures supported by KBA, built-in time tracking and reporting functionalities, customizable dashboards tailored for clients, and secure client data management through encryption. Users can modify Word, Excel, and PowerPoint documents directly within their browsers, promoting real-time collaboration and ensuring version control; they also benefit from seamless communication with team members and clients while leveraging mobile applications for simple file uploads, signatures, and alerts while on the go. Moreover, advanced features include visual analytics for billable hours and employee performance, AI-driven collaboration tools, hybrid cloud virtual drive synchronization, and options for personalized branding. With its infrastructure hosted on AWS and protected by 256-bit encryption, Basil efficiently consolidates tasks, billing, and communication into a single cohesive platform, making it a vital resource for contemporary accounting practices. This comprehensive approach not only boosts productivity for professionals but also significantly elevates client satisfaction by fostering more effective communication and management strategies. Ultimately, Basil empowers users to achieve greater efficiency and accuracy in their operations.

Media

Media

Integrations Supported

Axis LMS

Integrations Supported

Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

API Availability

API Availability

Pricing Information

$19 per user per month
Free Version
Free Trial Offered?

Pricing Information

$30 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Uku

Date Founded

2016

Company Location

Estonia

Company Website

www.getuku.com

Company Facts

Organization Name

CoralTree

Date Founded

2009

Company Location

United States

Company Website

www.coraltreetech.com/basil

Categories and Features

Categories and Features

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