Client portal#20

Create self service for each of your client where you can assign tasks to each other, manage notes and documents.

Client portal

This feature will go into work in Q2.

Uku’s client portal is a secure and user-friendly platform that simplifies collaboration between accountants and clients.

Key functionalities include:

• Secure access: The client portal employs strong encryption and role-based access control to ensure the confidentiality and integrity of client data.
• Task management: A collaborative task management system for tracking assignments, due dates, and progress.
• Document exchange: A secure and organized system for sharing and storing financial documents.
• Communication: Integrated messaging, emails, and video conferencing tools to facilitate real-time communication between clients and accountants.
• Mobile access: Responsive design to ensure that clients can access the portal from any device.
• Custom branding: The ability to customize the portal’s appearance and branding to match the accounting firm’s identity.