For a better understanding of the updates and how they work, we recommend watching the video walkthrough. It will guide you step by step.
New
Tasks: Recurring Task Start Date Based on Client Custom Fields
Set recurring tasks to automatically adjust based on your clients’ custom date fields. Perfect for tasks that need to align with client-specific deadlines like payroll, fiscal year-ends, annual reviews, or AML. The task recurrence adapts dynamically when the client’s date field changes.
eSigning & Approvals: Collect Digital Signatures Within Your Workflow
Uku’s eSigning feature is now live, empowering accounting firms to collect digital signatures and approvals directly within their practice management workflows.
This release includes:Dual signature support: Request signatures from both clients and team members on a single document. Perfect for engagement letters, tax returns, and compliance documents that require multiple parties to sign.
Streamlined document collection: Request and collect eSignatures without switching between tools, ensuring smoother client interactions and faster document turnaround times.
Real-time tracking: Monitor signature progress with activity timestamps and receive notifications when documents are signed or approved. See at a glance which documents are pending, viewed, or signed.
Client Portal integration: Clients can securely review, sign, and download documents directly through the Client Portal. All signed documents are automatically stored and accessible for future reference.
Automated reminders: Uku has automatic reminder emails for unsigned documents to keep your workflows moving without manual follow-ups.
Public API: Task Management Endpoints
Developers can now create and update tasks through our public API. Build custom integrations, automate task creation from external systems, or sync tasks with your other tools. Full documentation available in our API reference.
Improvements
Client Portal: Enhanced Task Communication Layout
Task conversations in the client portal now display in a more intuitive side-by-side layout. Communication appears on the right side of the task details, making it easier for clients to follow conversations while viewing task information. No more scrolling back and forth between task details and messages.File Storage: Enhanced Backup Functionality
The ‘Backup files to Uku file storage’ feature has been improved with better progress indicators and error handling.