Boost your service quality with a customizable client portal
Add custom links to important elements such as: Service Agreements, Pricing, Instructions, Invoices. In this section, you can create the menu structure, set the order of elements, and define default links. You can also customize names and links for each client individually. Only menus with defined links will be displayed in the Client Portal.
Elite package users can further customize the Client Portal to make it easier for clients to communicate with the accountant.
Read here about how to set up the Uku Client Portal.
If you have subscribed to the Elite package:
Open Settings from the main menu.
Select the "Client Portal" app.
Choose the "Menu Links" tab.
Here you can choose which icons and options are visible to the client. If you want the respective window to open in a new tab, activate the "Open in new window" icon at the end of the row. If you want any field not to be visible, click on the eye-shaped icon to activate or deactivate it.
You can choose the icons that suit you and rename the fields according to your needs. You can also change the placement of the fields and rearrange the order of the rows: when you move the mouse to the beginning of a field, dots will appear; click with the mouse and change the order of the row.
On the individual client card, you can change and configure the icons and names, taking into account the specifics of cooperation between you and the client. To do this, select the client -> Edit, and in the client data, look for "Client Portal".
Save the changes.
The filled rows are automatically displayed on the client's info bar, and clicking on the respective row will automatically redirect the Uku user to the links that were previously set up for the clients.
