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How does Uku's Client Portal work?
How does Uku's Client Portal work?

Unite accountants and clients under the client portal.

Rain avatar
Written by Rain
Updated over a week ago

The client portal unites the client and the accountant. The client and the accountant can communicate without sending endless emails, share documents, send reminders, leave notes on tasks and much more.

The client portal is the future of accounting! Start using it today to keep up with the competition.

How to activate the client portal?

  1. Select "Settings" from the main menu and open the "Client Portal" app.

  2. Select "Activate" to confirm your choice.

How to set up the client portal?

You must create your company's client portal visual to start using the client portal.

Go to the "Settings" tab in the Client Portal app and define the domain name of the portal. It could be the business name of your office. A domain name is mandatory for creating a portal.

PS! This name is publicly searchable and visible to all internet users. By specifying a domain name, you define the web address of your customer portal.

Add other settings such as colours, description, icon and logo.

Press "Save" to create the portal or update the settings if you have changed them.

"Client portal preview" is an opportunity to check what the portal's homepage looks like for your clients.

Welcome to the Client Portal!

The domain you created is now public, and anyone online can find the login page. Yet, only clients you invite can log in.

Your client sees the 30-second welcome video when they enter the portal for the first time. They will no longer see the video the next time they visit the page.

We have created a sample task to make introducing the customer portal easier for your clients. It's the first task shown to them in the client portal. You can create, change or delete sample tasks on the "Templates" tab.

How to invite your clients to the client portal?

None of your clients are invited to the client portal or marked as users by default.

You can invite clients to the portal as a bulk action in the client list.

  1. Select "Clients" in the main menu and select one or more clients.

  2. Choose "Client portal" from the options.

  3. In the opened window, determine whether client contacts should receive an invitation to the client portal as an email. If you choose to activate without invitations, in the future, clients will receive emails from Uku when you assign them a portal task. They will not receive the initial email or sample introductory task.

  4. Confirm the selection by pressing "Activate".

  5. The system opens the client portal to all clients with a working email address added to Uku. Invitations are sent within 5 minutes if you choose activation by invitation.

NB! The login link is valid for 24 hours. Also, a client portal sample task is automatically created for each client if the task exists under templates.

How to use the client portal if my client has several companies?

Clients with multiple companies can also operate under different companies in the client portal if the portal is open to everyone. To do this, click the user's icon and select another company.

Adding customer contacts to the client portal without a greeting - "silent opening"

If you don't want to give your clients a grand welcome to the portal, you can invite them through a silent opening. In this way, the client first learns about the existence of the customer portal when the accountant adds a task.

The client portal can also be opened for the clients in their profile if you specify "Customer portal open". In this case, the client portal opens silently, i.e. your client will not receive an invitation or a letter, and no sample task will appear on their dashboard.

When adding a new customer contact, you can determine whether they can access the portal. They will not receive an invitation, letter or sample assignment either.

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