Set Up Your Client Portal
By Rain1 author8 articles
Document Collection
Document requests, bank statement collection, portal tasks, and file management.
How to Fetch Bank Statements and Collect Missing DocumentsUse Uku's client portal to request missing documents from clients through recurring tasks with checklists. Clients upload files directly, and accountants can forward them for digitization and automatic backup.
How to use document management in the client portal?Link an external document folder to a client's profile for portal-based document sharing, and configure email-based digitisation to send client documents to your digitisation provider.
How to use the client portal tasks to collect documents from clients?Assign tasks to the Client Portal to request and collect documents from clients, using either a project template for one-time jobs or a task template for recurring requests.
Portal Overview
How the Client Portal works, setup guide, and Elite Package customization options.
How does the Client Portal work?Activate, configure, and manage the Uku client portal to centralize communication, task sharing, and document exchange between accountants and clients.
How to Use the Client Portal in UkuUku's client portal gives clients secure, branded access to tasks, documents, and communications without passwords. Activate it in minutes, customize it with your logo and domain, and invite clients with…
Client Portal in Uku's Elite PackageCustomize your Client Portal menu with custom links, icons, and per-client overrides using the Elite package.
Communication
Accountant-client messaging, comments, notifications, and the Catch Up view.
How does communication between the accountant and the client work?Learn how accountants and clients communicate through the Uku client portal using tasks, internal comments, portal messages, and email -- with notification triggers and file sharing.
How to see inbound client communications in UkuUse the Catch up tab on your Dashboard to view all incoming client emails, team comments, and client portal updates in one centralized view.