Client Portal — Overview
The Client Portal lets your clients log in with a magic link to view tasks, upload documents, sign agreements, and send messages — without email back-and-forth.
Client Portal
Give clients secure access to tasks, messages, and e-signing.
All articles
Section titled “All articles”eSignatures — firm guide
How to enable eSignatures, set up a task for signing, add signers from your team or the Client Portal, and download the signed ASiC-E container.
Grant Client Portal access to a contact
How to enable a client contact's portal access, send or resend the magic-link invitation, and manage their access over time.
How to customize the Client Portal navigation menu
Add custom links to the Client Portal sidebar so clients can access documents, forms, reports, and other resources you choose. Custom menu links require the Elite plan.
How to e-sign documents in the Client Portal
How to review and electronically sign documents your service provider sends you through the Client Portal, and what the signed ASiC-E container means.
How to log in to the Client Portal
How to sign in to your accounting firm's Client Portal using a magic link sent to your email — no password required.
How to send messages and requests in the Client Portal
How to reply to your service provider on a task thread and how to create a new request when you need to start a conversation or ask for something new.
How to set up and configure the Client Portal
Step-by-step guide for enabling the Client Portal app, configuring your subdomain and branding, and inviting client contacts — available on all Uku plans.
How to switch between companies in the Client Portal
How to switch between multiple companies in the Client Portal if your service provider manages several of your entities, or if you work with more than one firm that uses Uku.
How to update your Client Portal profile and notification settings
How to update your name, phone, notification timing, language, and timezone in the Client Portal settings page.
How to upload files in the Client Portal
How to attach files to a task in the Client Portal — by drag-and-drop or using the upload button — so your service provider receives your documents.
How to use checklists in the Client Portal
How to read and complete checklist items on tasks in the Client Portal, and what happens when all your items are done.
How to view and complete tasks in the Client Portal
How to find, open, and act on tasks your service provider has assigned to you in the Client Portal — including checking off items and tracking what is done.
Task Client Portal settings
Share a task with your client via the Client Portal, configure auto-finish rules and client due date offsets — all from the task view.