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October 2023

Digitise client documents

Rain avatar
Written by Rain
Updated today

New

  • Uku’s Client Portal for accountants is out! Set up your company’s client portal with your branding, activate it for your clients in bulk or one-by-one, assign tasks and ask them to upload documents, set a due date, and share and receive documents. These are just some of the possibilities. Read more about the client portal and see how to set up the client portal.

  • Digitise client documents. Every member with access to a client can send some or all attachments of a task to that digitisation service whenever needed

Improvements

  • Flextime now works with different shortened workday rules in different countries

  • Import from Xero is now restricted to owners and administrators

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