Solution for Accounting Firms

Bill for advice, not data entry.

Uru automates bookkeeping, tax prep, and client communications so your accountants can focus on strategic advisory services.

Client Accounting Dashboard

Phase 4: Accounting workflow screenshot

What Accounting Firms Use Uru For

Automate compliance and data work so your team can focus on advisory services

📊

Bookkeeping automation

Automatically categorize transactions, reconcile accounts, and flag anomalies. Cut monthly close time by 70%.

📝

Tax return preparation

Generate tax return drafts from client data. Automate form population and calculation checks for faster filing.

📧

Client document collection

Automatically request and organize tax documents, receipts, and financial statements. No more chasing clients.

💼

Financial statement generation

Create client-ready financial statements with notes and disclosures. Maintain consistency across all clients.

⚠️

Compliance monitoring

Track filing deadlines, extension dates, and regulatory requirements. Never miss a deadline or penalty.

📈

Advisory insights generation

Analyze client financials to identify tax savings, cash flow issues, and growth opportunities automatically.

🔍

Audit support automation

Prepare audit schedules, PBC lists, and supporting documentation. Streamline audit response workflows.

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Client communication summaries

Summarize client emails and calls. Keep engagement files organized and accessible for the entire team.

How Uru Works for Accounting Firms

Connect your tools, automate workflows, and scale your practice

1

Connect Accounting Systems

Link QuickBooks, Xero, tax software, practice management tools, and bank feeds. Uru works with your existing tech stack.

2

Automate Compliance Work

Create AI teammates for bookkeeping, tax prep, document collection, and reporting. They learn your firm's standards and workflows.

3

Grow Advisory Revenue

Free up time for high-value advisory services. Increase revenue per client without adding headcount.

Why Accounting Firms Choose Uru

Handle 2x more clients per accountant

Automate routine bookkeeping and compliance to scale without hiring

Cut tax prep time by 60%

Automated data collection and return preparation accelerate filing season

Increase advisory revenue by 40%

Free up time for high-margin advisory services and strategic planning

Zero missed deadlines

Automated deadline tracking and reminders eliminate penalties and extensions

Reduce staff turnover by 35%

Eliminate tedious data entry that drives burnout during busy season

Client Financial Overview

Phase 4: Financial dashboard screenshot

Ready to transform your accounting practice?

See how Uru can help your firm grow advisory revenue and reduce compliance burden