How to save 86% of time you spend on emails as an accountant?

Oh, don't go yet, dear summer! Autumn is quite pleasant, especially if the summer temperatures remain. Besides, summer will only end at the end of September.

New in Uku: A massive update coming soon!

In August, we made several minor improvements and updates in Uku, but I want to discuss something other than those today. We have been working on a massive update for a while now. A completely new tool will be released in the fall!

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Tip: Email templates will save 85% of the time you spend on emails

Uku's goal is to make the work of accountants as easy as possible. In addition to various tools that are lovely to work with, our blog has several tips and tricks. For example, based on information collected from accountants, we put together 11 essential email templates for accounting offices.

Step 1: How to use email templates most effectively?

1. Copy the desired email template.
2. Paste the letters into the Uku email app or your email box.
3. Fill in the blanks or add the necessary parameters in Uku.
4. Bonus! Add a letter as a template to several clients so that Uku can automatically send out letters. Read more in the next section.
5. Send the letter out!

Step 2: Automating bulk emails in Uku

How to make email templates work for you? Here's a trick to sending out bulk emails.

1. Create a new task template and add a one-time task to it.
2. Add an email template with the necessary parameters to the task and save it.
3. Select all clients in the client list and select Edit jobs.
4. Select the new template from the list, assign a member, and save.
5. Filter out added tasks on the dashboard, select them and mark them as done.

NB! Make sure that you have entered client contact information for all clients. Without contact information, Uku can't send letters.

If you are not yet familiar with the email app, read more here >

Thank you for reading the first-ever edition of Your Accounting Lifeline. See you again next month!

Your Uku