Document Collection
Document requests, bank statement collection, portal tasks, and file management.
By Rain1 author3 articles
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.