Client Portal for Accounting Firms

The client portal you don't have to explain

Coordinate client documents and communication, digitize invoices instantly
Serve clients through your branded client portal with magic link access
Build relationships, get transparency, and grow your accounting firm

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4.8

Uku client portal — branded portal with document tasks and client communication

What the client portal delivers

€40k+

Value added to your firm annually

20 accountants spending 2h daily chasing clients = 2,000+ hours wasted per year. The client portal gives that time back.

1 click

Client access — no passwords

Clients click a magic link in their email and they're in. No usernames, no forgotten passwords, no support tickets.

30%

Less time spent on emails

Accountants spend up to 30% of their day chasing clients for data. Automated reminders and a shared portal cut that to near zero.

"Uku client portal has enhanced our operations, improved client satisfaction, and streamlined our processes."
— Helen T., verified on Capterra

See it in action

Your Branded Portal, Ready in Minutes

See how accounting firms use Uku's client portal to collect documents, communicate with clients, and digitize invoices — all from one branded platform.

Clients log in with a magic link — no passwords, no friction. They see their tasks, upload files, and communicate. You see everything in your workflow.

What is a client portal for accountants?

A client portal is a secure, branded platform where accounting firms and their clients collaborate in one place. Instead of scattered emails, shared drives, and phone calls — everything happens through a single portal that your clients access with a magic link.

Client portal software replaces the back-and-forth of document collection, deadline reminders, and communication. Your clients see their tasks, upload files, and message your team. You see everything organized in your workflow — no chasing, no missed deadlines.

Uku's client portal is built specifically for accounting firms. It's white-labeled to your brand, requires no passwords for clients, and connects directly to your practice management workflow.

Client Data Collection

The end of slow & disorganized data collection

Accountants spend up to 30% of their working day on emails. With the client portal, chasing clients for data is the past.

Assign tasks with a magic link for easy file sharing. Uku handles follow-ups and deadline reminders to get documents fast.

Client portal recurring task with upload file area and checklist

Client Communication

No lost emails or confusing conversations

Message your client directly through multiple contacts. Clarify document details or answer queries effortlessly. Assign tasks and checklists, request files, and keep everyone on track.

When everything is shared, your team responds quickly and efficiently.

Client portal messaging — direct communication with multiple contacts

Automated Reminders

Stop chasing clients for deadlines & documents

"I love sending my clients 3 reminders per week!" — said no one ever.

Uku's portal sends automatic reminders, letting your team use their time for accounting, analytical, and advisory work.

Automated client reminders — deadline notifications and follow-ups

Document Digitization

Turn paperwork into organized digital files

One click to digitize — Uku sends shared files through your digitization partner to QuickBooks or Xero. Efficient document management that saves time.

Document digitization — one-click send to QuickBooks or Xero

Customized Menu

Personalize your portal for each client

Launch a branded portal in seconds with a standardized company setup. Create the perfect menu for your firm and customize it to meet each client's specific needs.

Client portal customized menu configuration

White-Label Branding

Customized to your accounting firm brand

White-label your portal with your logo, welcome video, brand colors, URL, language, and more. Your clients see your brand, not ours.

Client portal checklist

Yes, Uku client portal can do that.

Every client portal question we hear from accounting firms — and the answer is always the same.

Can clients log in with a magic link — no passwords needed? Yes!
Can I white-label the portal with my logo, colors, and custom URL? Yes!
Can I assign document tasks to clients with checklists and deadlines? Yes!
Can Uku send automatic reminders before and after deadlines? Yes!
Can clients upload files directly through the portal? Yes!
Can I digitize uploaded documents and send them to QuickBooks or Xero with one click? Yes!
Can I message clients directly through the portal — no email switching? Yes!
Can I customize the portal menu for each client's specific needs? Yes!
Can I add a welcome video for new clients joining the portal? Yes!
Can I use the portal in multiple languages? Yes!
Can the portal work on mobile devices? Yes!
Can I connect my Google Drive, OneDrive, or Dropbox for document management? Yes!

How to Make the Client Portal Work for You

Top 3 client portal use cases

Use Case 1

Gather client information

1 Set up a recurring task starting from the 1st of the month with a deadline on the 5th.
2 Add a to-do list of required documents for every month, plus the option to add new ones.
3 Uku notifies the client via email with follow-up reminders before and after the deadline.
4 The client adds requested documents and answers questions. You complete work on time without chasing.

Use Case 2

Make finance reviews easier

1 Set a recurring task with the meeting agenda, report links and notes.
2 Add a meeting link and assign it to the Client Portal with your message.
3 The client gets notified via email to prepare questions for the meeting.
4 Make a meeting memo and add it to the notes with the video recording for easy reference.

Use Case 3

Simplified client onboarding

1 Assign an onboarding task connected with dependent tasks from a template.
2 Add specific questions about the client's needs and situation.
3 The client gets notified via email with follow-ups to complete each step.
4 The client shares access (tax office, bank) and sends the necessary reports.

Implementing a client portal could add €40,000+ of value to your firm annually.

20 accountants × 2h/day chasing clients = 2,000+ hours wasted per year

FAQ

Accounting client portal questions

How do I set up Uku's client portal?

Select "Settings" from Uku's main menu and open the "Client Portal" app. Select "Activate" to confirm. You can customize branding, add your logo, colors, and welcome video before inviting clients.

Can I use my branding in Uku's client portal?

Yes! Add your logo, an icon, brand colors, a custom domain name, and a description. You can preview your Client Portal before inviting clients. Each portal is white-labeled to your firm.

How do my clients log into the client portal?

Through a magic link sent to their email — no usernames or passwords needed. You can add clients one by one or in bulk from the Clients menu. Optionally send a welcome email with an introductory sample task.

How much does the client portal cost?

The client portal is included free with Uku's Team and Enterprise plans. No extra cost, no per-client fees.

Is the client portal available on mobile?

Yes! Uku's client portal works on any device — desktop, tablet, or smartphone. Your clients can upload documents and complete tasks anywhere.

Why should I use a client portal as an accountant?

Save hours from chasing clients via email. All communication is in one place. Clients are impressed by the technology. Automatic reminders handle follow-ups. Documents are organized and secure.

What is client portal software?

Client portal software is a platform that gives your clients a secure, branded space to interact with your firm. Instead of email chains and shared folders, clients log in to see their tasks, upload documents, communicate with your team, and track deadlines — all in one place. The best client portal software for accountants integrates directly with practice management and accounting tools.

Is Uku's client portal secure?

Yes. Uku is SOC 2 certified and uses bank-level encryption for all data. Clients access the portal through a secure magic link — no passwords that can be stolen or shared. All documents are encrypted in transit and at rest. Your firm controls exactly what each client can see and access.

How is a client portal different from email?

Email is scattered, unstructured, and easy to lose track of. A client portal centralizes everything: document requests, deadlines, communication, and file uploads — in one branded space. Clients see exactly what's needed, when it's due, and where to upload. Automatic reminders replace manual follow-ups. Nothing gets lost in an inbox.

Can I switch from another client portal to Uku?

Yes. Firms switching from TaxDome, Canopy, or other platforms can migrate to Uku's client portal quickly. Import your client list in bulk, set up your branding, and invite clients — most firms are live within a day. Our support team helps with the transition.

Have a question? Contact Us