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Replies posted by lbernstein

17 Replies

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Oldest first

Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

we are using microsoft loop for our level 10 meetings, just got started a few months ago. thanks for sharing your experiences.

17 days ago

Rachel PengKarbon Team

Deadline beta enhancements and improved invoice management

nice job with deadline. US tax pros thank you!

86619

2 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Exploring the Integration of AI in Accounting: Let's Discuss! 🤖📊

the formless.ai is cool. i submitted a response. open for a time to chat for sure. let me know!

6 months ago

Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

These are some great enhancements!@Amelia Freeman can you elaborate on Enhanced user permissions?you can control who can change the status of any task or work regardless of whether it's assigned to them, edit work details including due dates, tasks and assignments, and who can create or delete work items. This has been a priority for want for our team.I want to limit access to due date changes and work status = complete. However jr team members needs to be able to update work tasks (remember a new bank account for next month and future months), assign the work item to their reviewer and update work item status to review. At the same time time i want to limit jr team members ability to change due dates or mark work items completed (by accident and then we loose control over our obligations). The link to details about this feature might need an update, im getting an intercom page that needs a login. https://app.intercom.com/a/apps/wteohh09/articles/articles/1857380/showUnrelated, id love

214423

7 months ago

Amelia FreemanKarbon Team

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

I’m loving all of the improvements lately to Karbon’s existing functionality rather than introducing brand new features. 100% agree @Ashli Phippen . Improvements to core product are what our firm has wanted for a long time.

82718

16 days ago

Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

excellent improvements. look forward to trying them out. thank you!!

135433

2 months ago

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

We are also on ignition and have been for almost 4 years. It's a great product. As others have mentioned credit card fees recently increased to a very high 3.6%, disappointing but not quite high enough to move to another solution. I feel like they did a great job pricing as high as possible without going over, which is their promised area of expertise!Integration with Karbon is not worth it for us so we have it disabled. A couple of small changes would make the integration between ignition and Karbon so much better.Check box to disable integration for an entire engagement letter and service by service. Why - almost all of our work in Karbon is recurring but we re-engage each year. At re-engagement many services are the same -- and already setup on a recurring schedule in karbon -- these work items are duplicated by the automation. Other new work items are created. Its an all or nothing approach and for us nothing is working better than deleting bad data. Start and end (due dates), recu

10 months ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

@Ashley Rhoden this may be a silly question but why do you use zapier to create the client record in karbon? I believe the ignition<>karbon integration that creates the work item will also create the client record if there is not an exact name match in karbon = ignition EL client name.We used to have duplicate client records created in karbon with this integration because of inconsistent use of commas ex. ABC Company LLC vs ABC Company, LLC where the comma after company create a new unique client record in Karbon and mapped the ignition templates to karbon work items.

3 months ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

We use ignition for engagement letters and cpaperless safesendreturns for tax assembly/efile + their safesendsignature product (included) for odds and ends esign needs.We do not need esign in karbon.

3 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Ignition + Karbon integration questions

@Automation n Stuff id like to learn more about the custom ignition sync.

7 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Anonymous

Smart suggestions for Client Requests and KPI work status workbookBlog

A few long running wish list items.Add functionality for date control and date defaults to work item templates.Add a new date field for internal due date or statutory due date. Only one due date field is insufficient.Add functionality for US tax dates, original filing date, extended due date, extended yes/no. Add user permission to restrict who can change dates.Save time on setup of new work items, include default recurrence name and frequency on work template.

83925

1 year ago

Matthew ReifBeginner

asked in Ask a Peer

Document Management

@Matthew Reif karbon does not have document management functionality. It does have the ability to store files against a work item but you cannot edit and save back to Karbon. We use Microsoft share point for our files. Karbon is a convenient way to request and store received files against a work item. Think of it as a better way to manage email attachments and client requests.coming soon Karbon will be able to automatically push these files from a work item to Dropbox/google drive/share point.

2 years ago

Dee GRising Star

asked in Ask a Peer

Due Dates in Automators

We set tax due dates at the original due date (ex 4/15) and when the extension projection is complete and extension accepted we manually move the date to the extended date (ex 10/15). We would love to see government due dates added to work templates for original and extension date. It would also be great to assign other dates for state filings.API is super interesting and I would like to learn more about how to use it but we do not have a programmer on staff.

2 years ago

NancyRising Star

asked in Share Tips & Best Practices

Filtering by Client Groups - Only The First Client Group Shows Up in My Work Filter

We found the same problem this week. A client was tagged to two different client groups but the work items only listed under one of the two groups. To solve we updated the client record to include on the primary client group. To dev team, if a client is tagged to multiple client groups it would be great to see the work items listed when either client group is selected.

2 years ago

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