We’ve recently signed up to Karbon and are getting into setting up our processes in the app
We currently send out documents, such as VAT returns via E-Sign software and are considering whether to continue with that approach or switch to sending the VAT return out as a Client Task, to be ticked when approved.
E-Sign feels to have more of an audit trail and legality behind approval, whereas Client Tasks feels to be making the process easier
Anyone been through the same though process?
Best answer by CoralView original