Client Portal

Checklists in the Client Portal

How to read and complete checklist items on tasks in the Client Portal, and what happens when all your items are done.

Client Portal overview

The Client Portal lets clients log in via magic link to view tasks, upload files, sign agreements, and message your firm — no email needed.

Customize the Client Portal navigation menu

Add custom links to the Client Portal sidebar so clients reach documents, forms, and other resources you choose. Requires the Elite plan.

E-sign documents in the Client Portal

Open a signing request in the Client Portal, review the document, sign it by typing, drawing, or uploading your signature, and submit.

Grant Client Portal access to a contact

How to enable a client contact's portal access, send or resend the magic-link invitation, and manage their access over time.

Log in to the Client Portal

How to sign in to your accounting firm's Client Portal using a magic link sent to your email — no password required.

Send messages and requests in the Client Portal

Reply on a task thread or create a new request to start a conversation with your service provider — both available inside the Client Portal.

Set up and configure the Client Portal

Enable the Client Portal, configure your subdomain and branding, and invite client contacts — available on all Uku paid plans.

Set up and use eSignatures

Enable eSignatures, add documents and signers to a task, and collect signatures from your team and Client Portal contacts on a signed PDF.

Switch between companies in the Client Portal

Switch between companies in the Client Portal when your provider manages several of your entities or you work with more than one Uku firm.

Task Client Portal settings

Share a task with your client via the Client Portal, configure auto-finish rules and client due date offsets — all from the task view.

Update your Client Portal profile and notification settings

How to update your name, phone, notification timing, language, and timezone in the Client Portal settings page.

Upload files in the Client Portal

Attach files to a task in the Client Portal by drag-and-drop or upload button so your service provider receives the documents they need.

View and complete tasks in the Client Portal

Find, open, and act on tasks assigned to you in the Client Portal — check off items, track progress, and see what still needs attention.