Client Portal for Accounting Practice
Elevate Your
Customer Service
- Get your client’s documents fast.
- Magic Links to your branded portal.
- Digitize invoices with a click.
TOP Accounting practice management SOFTWARE
It is incredible how our client’s tasks are easily integrated into the workflow. Less emails, less client chasing, and most importantly, clients love our client portal.
Michael H.
IT manager
Uku’s Client Portal puts the client first, makes collecting missing documents and communication effortless, and is very easy to use.
CFO
CEO
Fast
Client Data Collection
Accountants spend up to 30% of their working day on emails. Now, sending countless emails to your clients is the past.
Bring clients to your client portal and assign them tasks with a magic link for easy file sharing. Uku handles the follow-ups and deadline reminders to get documents quickly, saving you valuable time.
Simplified
Client Communication
Message directly with your client’s multiple contacts. Effortlessly clarify document details or answer queries and questions. Assign clients tasks and checklists, request files, and keep everyone on track.
When sharing everything, your team can respond quickly and efficiently.
Automated
Reminders
“I love sending my clients 3 reminders per week!” - said no one ever.
No more chasing clients for details via email. Uku’s client portal sends automatic reminders, letting your accounting team use their valuable time for accounting, analytical, and advisory tasks.
Effortless
Document Digitisation
Integrate with any document digitalization partner. Just a click to digitize, and Uku will instantly send shared files through your digitisation partner to the accounting software.
Client portal ensures efficient document management and saves time.
Hassle-Free Login with a Magic Link
We guarantee hassle-free onboarding of your clients to the client portal.
No more forgotten passwords or usernames with our magic link technology.
Clients can join without a username or password. Simple and secure access every time using any device.
Multilingual Communication
Your clients want a portal that speaks their language. Your branded client portal is even more personal and easy to use in your client’s native language.
Uku currently supports English and Estonian. Coming soon: German, Danish, Polish, Lithuanian and Latvian.
Customise with Your Branding
Add your logo, description, icons, and colours to create your branded experience.
Encourage clients to share files in real-time through magic links on your portal, so their accessible anywhere – at the office or on the go in your smartphone or email.
The All-in-One Solution Saves You Time and Money
Uku connects everything your accounting practice needs to master work in one place:
workflow management, client portal, file sharing, client communication, automated invoices, emails, tasks, and much more.
Securely Share and Receive Information
Accountants are one of the most popular targets for phishing scammers. We take cyber security very seriously and do the hard work of protecting your client’s financial information.
Uku uses TLS 1.3 encryption to keep all the documents and communication secure.
Connect Your Document Management
Integrate your Google Drive, One Drive, Dropbox, or any other cloud document management system you use for your clients with Uku.
Set up your clients’ folders in their profiles to manage your documents in a safe place.
How Much Money Will I Save?
How much money will I save?
€40,000+ of value to your firm.
Here are the calculations:
20 accountants with an average salary of €45,000 annually usually spend 2 hours daily chasing clients for data.
That is over 2,000 hours a year
and over 50 weeks of work!
Uku’s client portal is not just a tool
– it’s an investment into profits.
How to Make the Client Portal Work for You?
How to make Client Portal Work for You?
Top 3 Client Portal use cases:
Use case
Get client information
- Set up a recurring task
starting from the 1st of the month and a deadline on the 5th. - Add a to-do list of required documents
for every month, plus the option to add new ones. Assign the task in the client portal. - Uku notifies the client via email
with a follow-up a day before the deadline and reminders if the task is overdue. - The client adds requested documents
and answers questions. The accountant can complete work on time without chasing documents.
Use case
Make finance reviews
- Set a recurring task
with the meeting agenda, report links and notes.
- Set a recurring task
- Add a meeting link
and assign it to the Client Portal with your message. - The client will be notified via email
to prepare the questions for the meeting. - Make a meeting memo
and add it to the notes with the video recording so it is always easy to find.
Use case
Onboard your client
- Assign an onboarding task
connected with dependence tasks to the client from the template. - Add specific questions
you need to know about the specifics of the client. - The client will be notified via email
with a follow-up to get things done. - The client performs actions, for example, shares access (tax office, bank) and sends the necessary reports.
Uku vision
The Future of Accounting
Practice Client Portals
We are driven by the desire to elevate your efficiency, enabling you to achieve more with less effort and increase your earnings. We work hard to bring the following solutions for you:
- Clients finances (BI) with an AI copilot
- Upsell your additional services
- Onboarding questionnaires
- A secure chat
- Invoicing
FAQ
The answers to your questions:
- Select “Settings” from Uku’s main menu and open the “Client Portal” app.
- Select “Activate” to confirm your choice.
- Read in detail how to set up the client portal.
Yes! Your branding is essential to improve your clients’ work experience. You can add your logo, an icon, your brand’s colours, a domain name, and a description. You can also see the preview of your Client Portal before inviting clients.
Your clients can access your Client Portal through a magic link sent to their email. There are no user names or passwords.
There are 2 ways to add clients to your Client Portal:
- From the Clients menu one by one or in bulk. Select the clients you want to add to the Client Portal and click Client portal. You can choose whether your clients get an invitation to the Client Portal as an email. This way, when your client enters the portal for the first time, they’ll see a welcome video and get an introductory sample task.
- If you don’t select the Client Portal invitation, they’ll receive an email when their accountant assigns them a task.
The Client Portal can also be opened for the clients in their profile if you specify “Client Portal open”. In this case, the Client Portal opens silently, i.e. your client will not receive an invitation or a letter, and no sample task will appear on their dashboard.
The client profile is free for anyone subscribed to Uku with a Team or Enterprise plan!
The client profile has many benefits. Here are some of them:
- Save hours of your time from chasing clients and sending numerous reminder emails.
- All your client communication is in one place instead of a messy email inbox.
- Clients are impressed by the innovative and easy-to-use technology you offer them. Not even your clients like sending emails.
Yes! Uku’s Client Portal is with you anywhere you go.
Have a question?
Highly Valued by 5000+ Accountants
Serving over 40 000 customers
4.7/5
4.7/5
4.7/5
4.7/5
Start a free trial or get a demo.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
“
Let’s create a dream, where the team is happy, clients are well served and profits are fair.Rain Allikvee / Uku’s co-founder
