Ask a Peer
Connect with other Karbon users and industry professionals
- 596 Discussions
- 2,588 Replies
Marketing Firm for Accounting Firms
Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.
Note visibility and confidentiality
I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec
Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?
IT support Company
This is not relevant to Karbon. But just want to see if any my peer firms (with 8-12 staff) have any recommendation of a good/cost-effective Managed IT service supplier to recommend? We are based in Sydney Australia. My main needs are:Procurement and management of IT equipment, mainly are laptops (if at a corporate discounted price, or leasing term, it will be better) Support to setup new laptop for new employees and remove content for leaving employees etc. Support to setup the new employee’s office 365 account and access to office 365,/MS Team IT guru/support when we have a service needs, e.g., when we need to realise some new feature with MS 365, MS Team, app connector etc., they can provide solution and implementation All other security and consistency in securitiy and IT policy measures
Multiple emails for client
Hi there!I’m new here to Karbon Community. I’m trying to figure out how to make a preferred email for a client be set as the default. Meaning, if a client has multiple emails saved in their details tab under their contact card, is there a way to make one email set as default? I tried playing around with it and it appears that Karbon’s settings are set as the first email you’ve entered in the client’s contact card is set as the default email and not being able to alternate the default email without erasing both the emails and re-entering them. (This is under the assumption that multiple emails are saved under the same contact card) Does anyone have tips or knowledge for this?
Tagged on an email that is cleared from Triage
I was tagged on an email from a colleague. I want to keep track of any additional comments or conversations in that email. It’s not related to a client it’s Karbon question. If I clear that out of my Triage how will I be able to find that email later. Is it only if another person adds a comment?
Recent work tagged not appearing in a shortlist.
Where has the recently used work items gone from the tagging section? Historically when i have tagged something to a work, then tagged a second item to a different work, if i needed to tag a third item to the first work used there was a shortlist of recent items selected, this has now disappeared so i have to type in the name of the work every time.
To Do list overload
We have monthly work template setup for all of our clients that have say 20 items for the accountant to do. What we did not realize is that in the to list, if there are 20 clients for that accountant that the to do list will show 400 items. If shown that way the to do list doesn’t appear to be very effective when there are 20 to do’s for 20 clients that just say “Reconcile the bank”. Is there a way so the to do list could just show the monthly task instead of each and every task? How do you all deal with this. I am sure we are not the first company to encounter this.
Client task auto-send
I read the Karbon guide on client tasks, but it doesn’t mention where it draws the client email from when setting up a task to auto-send say, 1 day after start date.If it draws the email out of the contact relating to that work item, then this will be a problem, as the merge fields in the email will draw in the company or trust name the work item is under, and not the first name of the client.Can anyone help with this please?
We are having an issue with clients who are ticking off items on their checklist and then unticking them. The issue is the ticking off initially sets our automators to mark the work item as ready to start and the next internal task as ready to start.When client unticks the box the work still sits on Ready to Start instead of the status reverting back.I am having to check all our work at Ready to Start to see if the clients have done this (we have had 4 clients do this today upon sending of the checklists for their Activity Statement work.Not sure if anyone else has this issue with clients?
I would like the ability to pin a note to a work timeline that actually repeats along with the repeating work schedule. This would be useful for a background note for the work that doesn’t change, not actually a task.Does anyone else feel like this would be useful and do you have a workaround?
Used Template to set up a client but only the current month work is showing
When we were first setup with Karbon our karbon person set us up so that there would always be the next 3 monthly accounts task setup automatically 90 days out. I setup a new monthly task for a new client and the new clients does not seem to be setup with the 90 days of monthly tasks (next 3 months). Can someone tell me how to change the setting for that clients so it will do it automatically?
When a client needs to confirm A or B... what's your work around??
Hi there, We need to send a client mailing asking them to confirm if there are any P11D benefits that need filing. So our client tasks are something like: Yes there are P11D benefits - here are the details. There are no P11D benefitsSo our clients will only complete one or the other task - never both. The problem is that the client ‘section’ isn’t completed - so the Automator on the next task won’t kick in.The only work around I can think of is to have the next task being something like: ‘complete the remaining client task above and add an internal not showing “N/A” ‘ and once we have completed the client task the Automator for the next section will be put to ‘ready to start’ and we can continue with the work.Anyone have any better ideas??
Due Dates in Automators
I’m wondering how other firms work with due dates that change based on task completion.Currently, we only have the option in an automator to change the due date to x amount of days after the automator is triggered. Logically, it would only make sense to set a specific day.For example, a personal tax return has a due date of April 15. However, when the task “Extension” is done, the due date now changes to October 15. With the current setting, because I can only set the due date an amount of days later, it won’t give an accurate due date since I will be completing the task “Extension” on different days.Changing due dates for hundreds of work items manually is a real pain.Any ideas?
I have an issue with naming of the work and the limited option available.I would like it to look like:02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeepingas now with only the name they’re all over the place. for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options offered. thanks, Karin
When to create couple organizations - under scenarios of divorces and MFS
Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created? We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings. Any tips?
Cancelled status not available
I am trying to set up an automator that goes like this:If all the tasks in the section are above have the status completed, then update the status of tasks in this section to Cancelled.I have ensured that the work type settings have Cancelled selected as a task status, as below:But when I go to set up this automator in the work template, Cancelled is still not an option. Can anybody help with this?
How to Create a Task and Add it to My Week
Its not unusual for me to have some micro task I need to look into this week, but it isn’t directly associated with a piece of work or an email that I can then have in My Week.I have created a To Do item assigned to myself with a for tomorrow, due end of week, but there’s no option to add it to My Week from that spot. I have to go to my To Dos, look for it, and THEn assign it to My Week.Anyone have a workaround that isn’t quite so labor intensive? Am I missing functionality somewhere?
MyWeek Best Practices
My week is very divisive, and each member of our firm has different levels of success when utilizing it. Do other firms allow employees to use their My Week in a way that makes the most sense to them, or monitor usage so it’s the same throughout the firm? Ex. Some people put all their work for Today in Working on Now while others take it a few tasks at a time. Only wondering because when you go to check colleague’s week or share tasks within a work item with someone, “working on now” can still be a gray area. Want to see if there’s a standard use for it common between firms that use karbon!
Already have an account? Login
Use your Karbon account to log in to the Community.KARBON LOGIN
Log in to the Karbon Community
Use your Karbon account to log in to the Community.KARBON LOGIN
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.