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I am trying to add an email from a client to a specific workflow, but when I click on the three dots and hit add to work Karbon only provides suggested workflows. I noticed these workflows are previous work items that I worked on. When I tried to search for the specific work item I had zero luck. My work around was to go to the workflow I wanted to add the email to, that way it was in my most recent, then add to work under suggestions. I feel that going to the work just so it’s in my recent definitely wastes a lot of time. It would be helpful to be able to search any work/client with Karbon. Just to add… Karbon does let me search work/clients but only finds a handful.
Hey everyone - Our firm has been with Karbon for about 2 years and we are retooling some of our processes as well as work items as we’ve grown and we are looking for some insight into some best practices when it comes to our Bookkeeping work items. For the majority of our client base, we do quarterly financials - very rarely do we have monthly calls with monthly financials. We want to have the work done monthly so workflow is more predictable on a monthly basis as currently most work items are just set up for quarterly write up and then a financial statement prep in the same work item with multiple steps. We have thought of three ways to get this done while trying to cause the least confusion. Option 1 - Create a monthly repeating bookkeeping work item that just has reconciliation work and then create a separate repeating work item for quarterly financial statement prep. In the quarterly financial statement prep, the first step would be for the bookkeeper to check off that all 3 months
Just wondering if there are any plans for Karbon to release any updates to manage the new client verification process coming in later this year? i.e. custom fields in details?Also interested in if any Karbon users have discussed how they will manage this within Karbon or do you have plans to manage elsewhere?https://www.tpb.gov.au/enhancing-client-verification-process-tax-practitioners-tax-agents Thank you in advance
For Contact Sync I have the following products that I would like to all sync. I can use Zapier if needed, but I doubt that is the case. I believe the order for connecting the products to avoid duplicates etc. is:Connect Lacerte Tax (I use IPM) Connect QBO (just QBO not time) Connect Ignition Stay away from Google Contact Sync unless that is just doable for the My Contacts section.Just setting up now, so want to think twice and sync once:) ~Tom
I’m looking for some suggestions about tracking internal Karbon usage. I am discussing with my Karbon CS rep too, but I thought I’d crowdsource some other ideas! ContextWe’ve spent a lot of time recently documenting how we use Karbon and our internal best practices/expectations, and this month everyone in the firm is completing our own Karbon training. As part of this, we want to be able to track and follow up with team members who are struggling to meet our targets.We don’t currently use Email Insights or Intelligence, so I’m hoping to also get some feedback from those who are using it that would help me build a business case if need be. KPIs I’m hoping to track!Triage (these are available in Insights I believe - what (if any) details can be exported? Is this available in the API to push into a spreadsheet?)Volume of email in Triage Ideally the amount at EOD for each user, and then a daily EOD average across the month Average days notifications are in Triage in a calend
Hi everyone, I’ve tried to search the Community but can’t find an answer for this.How do you make sure that you are not missing compliance deadlines for clients, and have good line of sight on them at least 30 days in advance? For example, do you set a protocol that for personal tax repeating work items, the work due date is always set at 15 days before the personal tax deadline for all clients? And similarly for sales tax, corporate tax, payroll, etc.? We haven’t really set such a protocol and found that different team members set different due dates for compliance-related work items (either a few days before the due date or after, if there are follow-up tasks to do such as confirming a Notice of Assessment is available from tax authorities after filing).This makes it difficult to quickly see the ‘true deadline’ for each compliance work item, and across all work items to identify risks/issues early.Would love your thoughts on this - how have you managed to document and monitor deadlin
Just a thought.Would it be great if, once the client had completed their tasks, the work item would show as completed for them and move into an “ongoing section” until the work item is fully complete.If more tasks are added, it would move back in to their “to do” list.Please make it happen as it would be awesome.ThanksP
i sent a client task to someone with some questions. They entered a comment on the client task. How do i now get that information out of Karbon and into my workpapers? I need those notes printed out but i don’t see anyway to print that like i might print an email.
I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end - I want them to run through a detailed checklist like so…. I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!! I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out. But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.The only solution I can think of is to change the colour of the text of the steps actioned. But the visibility of that is lost when you come out of the task. I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a
I’m racking my brains trying to work out how to make these work with our clients. They are not working as well as I'd hoped because:1) Client gets overwhelmed with a large volume of emails saying tasks have been updated but they can't see which one without opening all. We had a more effective process before using Trello.2) Can't copy multiple people in on the list. Can't share a list. Pain in the bum to duplicate a list. And of course, that risks two people actioning the same task. Clients expect to be copied into tasks I am setting their team members to action to make sure that I'm progressing their job. most of our clients are quite large so in 70%+ of our clients the ToDo list would go to muliple people - Co-Directors or A Manager and the Team Member. Client Tasks is THE main reason why I signed up to Karbon but they are just not working for me.Wondering how more experienced Karbonites are using this feature!
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