Communication
Accountant-client messaging, comments, notifications, and the Catch Up view.
By Rain1 author2 articles
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.