Accounting firms handle dozens of client communications daily – email replies, document questions, portal messages, and team updates. Missing a client's response can delay critical work like tax filings or financial reports. Uku's Catch up feature solves this by creating a single view where all inbound communications appear instantly, whether they come from email, the client portal, or your team members.
This centralized approach means you can start each morning with a quick scan of what needs attention, prioritize urgent client requests, and ensure nothing falls through the cracks during busy periods like month-end close or tax season.
What Is the Catch Up Tab?
Catch up is a dedicated dashboard that shows:
Client email replies to messages you sent from Uku
Client portal activity including new messages and document uploads
Team member comments on tasks you're following
Incoming emails forwarded to your Uku system
The feature uses visual indicators to highlight new activity:
Green bubble signals brand-new incoming communications
Bold text marks unread items
"Seen" section keeps opened items visible until tasks are marked complete
How to Access Catch Up
Open your Uku dashboard from the main menu
Click the "Catch Up" tab at the top of your task list (next to the "Later" tab)
Review new items marked with green notification bubbles
Click any item to open the full task or communication thread
The Catch up view automatically refreshes as new communications arrive, so you always see the latest activity without manually checking email or other systems.
Setting Up Incoming Email Features
To receive client email replies directly in Uku tasks, you need to turn on following settings:
1. Go under Settings & Apps
2. Select Email
2. Click the Setting tab
Enable "Allow Email to Task"
This feature automatically converts forwarded emails into Uku tasks.
Enable "Allow email to task" setting
Note your unique forwarding address: uku@getuku.email
Requirements:
Your email must be connected to Uku
Sender email address must match your Uku account email
Forward emails directly (not via an auto-forward rule)
How Reply-to-Task Conversion Works
Enable "Allow client replies" setting
When you email a client from within a task:
Open any task assigned to you
Click the email icon in the task toolbar
Compose and send your message
Client's reply automatically returns to the same task
The entire email thread stays together under the task's Communication tab, creating a complete record of all exchanges.
Important: Clients must use "Reply" without modifying the reply-to address. If they change the address, the thread breaks.
Where Incoming Communications Appear
1. Catch Up Tab
Primary location for all new activity. Shows:
Latest items at the top
Green notification bubbles for brand-new communications
"Seen" section for opened items awaiting completion
2. Task List
Automatically created tasks from forwarded emails appear in:
Your main dashboard
Filtered by client, topic, or date as needed
With full email content visible in task details
3. Notification Center
Top-right bell icon shows alerts when:
New email arrives
Client replies to your message
Team member comments on followed tasks
Client Card Communication Section
Client-specific view showing:
All emails sent to this client
All emails received from this client
Complete communication history organized by task
Navigate to: Clients → [Select Client] → Communication tab
Using Catch Up Effectively
Morning Review Workflow
Open Catch up tab at start of day
Scan for urgent items (overdue tasks with new comments)
Respond to client emails directly from tasks
Move non-urgent items to "Later" tab if needed
Mark tasks complete as you finish them
Visual Indicators to Watch
Green bubble = Brand new, unread communication
Bold task title = Unopened task
Orange highlight = Upcoming deadline approaching
"Seen" section = Items you've opened but not completed
Keeping Catch Up Clean
When items leave Catch up:
Tasks marked complete automatically disappear
Items moved to "Later" tab are hidden from Catch up
Completed tasks remain in client history for reference
Communication Features by Type
Client Portal Messages
If you use the Client Portal app:
Client uploads documents → Appears in Catch up
Client leaves task comments → Notification in Catch up
Client marks tasks done → Update shown in Catch up
Team Comments
When colleagues comment on tasks you're assigned to:
Comment appears in Catch up with green indicator
Click to jump directly to that task
Reply directly in the task to continue discussion
Email Threads
All email correspondence stays connected:
Initial email you sent
Client's reply
Your follow-up responses
Any documents attached
This creates a complete audit trail for client communications.