1. Client Portal: launch for accountants
Section titled “1. Client Portal: launch for accountants”Uku’s Client Portal for accountants is out! Set up your company’s client portal with your branding, activate it for your clients in bulk or one-by-one, assign tasks and ask them to upload documents, set a due date, and share and receive documents. These are just some of the possibilities. Read more about the client portal and see how to set up the client portal.
2. Integrations: digitise client documents
Section titled “2. Integrations: digitise client documents”Every member with access to a client can send some or all attachments of a task to that digitisation service whenever needed.
Improvements
Section titled “Improvements”Workforce
Section titled “Workforce”- Flextime — Flextime now works with different shortened workday rules in different countries.
Integrations
Section titled “Integrations”- Xero import — Import from Xero is now restricted to owners and administrators.