U+

Documents, Tasks and Forms for Accounting Firms & Clients
With U+, accounting firms and their clients can manage daily collaboration in a simple, digital and structured way.
The app combines document exchange, task management, forms and mobile scanning in one place, helping streamline recurring accounting workflows.
Whether uploading receipts, requesting missing documents or scanning paperwork directly with a smartphone, U+ enables a clear and efficient digital workflow between accounting firms and clients.

FEATURES
• Upload and manage documents securely
Files can be uploaded directly into structured folders, making it easy to see what’s available and what’s still missing.
• Scan receipts on the go
Paper documents can be scanned with your smartphone, saved as PDFs and uploaded instantly.
• Track tasks and reminders
Missing documents, approvals or open tasks can be assigned and tracked. Notifications help you stay on top of everything.
• Structured document organization
A clear folder system makes storing and finding documents simple and efficient.
• Digital forms
Important forms and documents can be provided and completed digitally.
• Search and filters
Quickly find documents by name, date or folder.

WHO IS U+ FOR?
• Accounting firms and bookkeeping offices
• Back-office and administrative teams
• Clients and their employees

BENEFITS
• Fewer email attachments and manual follow-ups
• Faster communication between firm and client
• Mobile access anytime, anywhere
• Central overview of documents and tasks
• Structured and efficient digital workflows

With U+, managing accounting documents becomes simpler, clearer and fully digital.