How to see inbound client communications in Uku
TL;DR: Use the Catch up tab on your Dashboard to view all incoming client emails, team comments, and client portal updates in one place. New items are highlighted with visual indicators so nothing gets missed.
Who can do this
Any Uku user with access to the Dashboard
To receive client email replies, the Emails app must be activated and configured in Settings & Apps
To see client portal activity, the Client Portal app must be activated
What is the Catch up tab?
Accounting firms handle dozens of client communications daily. Missing a client response can delay critical work like tax filings or financial reports. The Catch up tab creates a single view where all inbound communications appear instantly, whether they come from email, the client portal, or your team members.
Catch up 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 are following
Incoming emails forwarded to your Uku system
Visual indicators
Green bubble - Brand-new incoming communication
Bold text - Unread item
Orange highlight - Upcoming deadline approaching
Seen section - Items you have opened but not yet completed
How to access Catch up
Open the Dashboard from the Main Menu.
Click the Catch up tab (located 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.
Setting up incoming email features
To receive client email replies directly in Uku tasks, configure the following settings.
Open Settings & Apps.
Select Email.
Click the Setting tab.
Enable "Allow Email to Task"
This feature automatically converts forwarded emails into Uku tasks.
Enable the Allow email to task setting.
Note your unique forwarding address: uku@getuku.email.
Requirements:
Your email must be connected to Uku
The sender email address must match your Uku account email
Forward emails directly (not via an auto-forward rule)
Enable "Allow client replies"
When you email a client from within a task, their reply can automatically return to the same task.
Enable the Allow client replies setting.
Open any task assigned to you.
Click the Email icon in the task toolbar.
Compose and send your message.
The 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 email thread will break and the reply will not appear in the task.
Where incoming communications appear
Catch up tab
Primary location for all new activity:
Latest items appear first
Green notification bubbles indicate brand-new communications
The Seen section keeps opened items visible until tasks are marked complete
Task list
Automatically created tasks from forwarded emails appear in:
Your main Dashboard
Filtered views by client, topic, or date
Task details with full email content visible
Notification Center
The Notification Center (bell icon) shows alerts when:
A new email arrives
A client replies to your message
A team member comments on a task you follow
Client Card Communication section
A client-specific view showing all communication history:
All emails sent to the client
All emails received from the client
Complete communication history organized by task
To access it: navigate to Clients, select the client, then open the Communication tab.
Using Catch up effectively
Morning review workflow
Open the Catch up tab at the start of your day.
Scan for urgent items (overdue tasks with new comments).
Respond to client emails directly from the task view.
Move non-urgent items to the Later tab if needed.
Mark tasks as complete as you finish them.
Keeping Catch up clean
Items leave the Catch up tab when:
Tasks are marked complete (they disappear automatically)
Items are moved to the Later tab
Completed tasks remain in client history for future reference
Communication features by type
Client portal messages
If you use the Client Portal app:
Client document uploads appear in Catch up
Client task comments trigger a notification in Catch up
Client task completions show as updates in Catch up
Team comments
When colleagues comment on tasks you are assigned to:
The comment appears in Catch up with a green indicator
Click to jump directly to that task
Reply directly in the task to continue the discussion
Email threads
All email correspondence stays connected within the task:
Initial email you sent
Client's reply
Your follow-up responses
Any attached documents
This creates a complete audit trail for client communications.
Related links
Troubleshooting
Client replies not appearing in tasks: Verify that Allow client replies is enabled in Settings & Apps under Email. Also confirm the client used "Reply" without modifying the reply-to address.
Forwarded emails not creating tasks: Check that Allow email to task is enabled and that the sender email address matches your Uku account email. Auto-forward rules are not supported; you must forward emails manually.
Catch up tab shows no items: If no incoming communications are configured, the tab will be empty. Ensure the Emails app is activated and at least one email feature is enabled.
Notifications not appearing for team comments: You only receive notifications for tasks you are assigned to or following. Check that you are assigned to or following the relevant tasks.