Portal Overview
How the Client Portal works, setup guide, and Elite Package customization options.
By Rain1 author3 articles
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.