A consistent and professional client experience is essential for any accounting firm. Uku’s client portal has significant new updates, making it a central hub for all client communication and insight.
Client Portal as a Front-End for Your Client Service
The client portal is your direct interface with clients. It’s the place to handle everything from onboarding to ongoing collaboration.
Previously, Uku’s client portal had just a dashboard with tasks for your clients. Now, the portal offers a complete, customizable menu that you can design to fit your client’s needs.
Add custom menu items, choose icons and link them to any URL, whether it’s a document folder, a workflow, or external tools. You can decide if links open within Uku or in a new tab.
Read about 9 clever client portal use cases.
Consistency Across the Firm or Personalization by Client
You control how your client portal in Uku functions. Many firms struggle with inconsistent service quality across departments. A client portal with pre-made settings helps create a universal and good-quality experience for all clients, whether they use your accounting firm’s accounting, audit or other services.
With Uku’s client portal, you’re in control. You can apply a unified setup across your entire firm to ensure all clients receive the same polished experience. If you prefer a more personalized approach, you can customize the portal for individual clients, giving them a truly tailored experience.
Essential Features at the Same Place
The client portal holds all client-facing processes in one place. Here’s how it can transform your accounting firm’s workflows:
Easy client onboarding
Guide new clients through their onboarding process from start to finish with Uku.
Start with an onboarding template in your project management feature. Direct all tasks to your client portal to help clients see what they must do.
Next, add your onboarding survey to their client portal, for example, through a Google Form.
When the client completes onboarding, simply change the menu point “Onboarding” to something else, like “Agreements”.
Make your client’s life easier and gather more information
Add menu items for shared documents, feedback surveys, or client satisfaction questionnaires. Collect input directly from the client portal so your client does not have to travel between emails and pages.
With Uku’s client portal, everything your client needs is available in one place. No more juggling between emails and pages. It’s all there, in your Uku client portal, making your client’s life easier and your work more efficient.
Give clients upsell opportunities
Uku’s client portal is not just a tool for client management, it’s a platform for growth. Showcase your entire range of services by creating a menu item with a link to the list of your complete services. Your clients can only ask for something that they know that you do. Upselling is a great way to earn profits without onboarding new clients and risk uncertainty.
Easy access to invoices and BI reports
Your client wants an overview of their business aspects as much as you want a single place for all their data. And a client portal is perfect for that!
You can add a menu item that leads to a Google Drive folder with all their invoices. Display all invoices sent to the client in one location.
Add another menu item for their BI reports. If you provide accounting services for start-ups, as VEDA accounting does, they’ll appreciate it very much. Your clients can access critical insights and never have to email you to see their data.
Why Accounting Firms Should Adopt Uku’s Improved Client Portal
A client portal changes the way how accounting firms engage with their clients. There’s no solution that fits all accounting firms worldwide, so we created a client portal with such high customization options that any other industry could even use it.
Delivering a professional, organized, intuitive experience has never been as easy as with Uku’s client portal. Make your employees’ and clients’ lives easier than before. Never spend time sending documents, invoices, responding to inquiries or any other mundane email ever again.
