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We are just now looking at engaging Karbon. But, since the Liscio integration is really just a contact import as far as I understand it, how do some of you use the two applications. Liscio’s purpose is, in part, to get clients out of email which then takes the communication out of Karbon. But Liscio provides a mobile app, digital signatures and some other things I like, such as login storage for the client’s accounts.Does anyone have any good advice for a newbie to Karbon or do I just end up taking all of my client communications back to email?
Can someone explain to me about this “allocated” budget thing? See image below.So for Isabel, she ‘s got 5h assigned in work items assigned to her. ok. But for Haley, what the heck is she budgeted for for the month? There are 61.5 hours of “work items” with her name on them, but what about the tasks in those work items that she doesn’t do? Like if she “owns” the month-end close, but a bookkeeper and reviewer do some of the tasks inside of the close work item, does she still have all of those budget hours assigned to her? Which makes no sense, because she’s not doing those hours. And what is this allocated? Is this additional time assigned to her on top of the 61.5? Maybe it’s say, review hours inside of someone else’s close work item?Shouldn’t there be a straightforward way to see how many hours Haley is budgeted to work for the month?
Hi allWe have various reasons for wanting tasks to remain uncompleted on a work - sometimes tasks are not applicable to a specific work, sometimes they are ‘checks’ which we use as Yes or No options - i.e. if checked = Yes, if not checked = No.When marking a work completed, is it possible for the default option to be changed to ‘Leave tasks as is’ rather than ‘Mark all tasks as completed” ThanksRob
Does anyone use work/tasks for internal projects? Do you add your firm as a “client”? So the work can be created?Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients. Would make sense to have this be a repeating “work card” so this can be tracked. And if one of the team members moves on their “tasks” can be reassigned. Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?Does anyone do something different than make a “work” card for internal work?
I'm familiar a bit with API, but I never worked with webhooks, can any share instructions on how to create one?Here is what I want to do, we have a database (Google sheet & Airtable) with all our clients, and it's intergraded with Poser BI, where we have multiple dashboards in Power BI. Currently, I need to update the database manually, and I'm looking to automate this through a webhook.Thank you
I am looking at our contacts - People vs Organizations vs Client Groups - and would love to see what others are doing.For people - Are you creating a contact for each person on a tax return - both taxpayer and spouse? For client groups - are you creating a client group for each joint tax return? And then are you creating work for the taxpayer of the client group? For clients with personal and business returns are you 1) adding the person + organization to the client group? And then do you assign the tax return work to the person and organization or to the client group?
Might seem like a dumb question, but traditionally using other WIP management/timesheet systems, when time is allocated to a client or work, and then billed, the remainder is written off or carried forward. We’ve then reported on unbilled WIP periodically to account for any time that could be billed that hasn’t been. My question is, given Billing hasn’t rolled out in Karbon:Is there even a need to write-off WIP at all? How does one report on unbilled WIP? How do you keep track of ad hoc time not associated with work?
Hi all, I’m trying to review some team members’ productivity on tax returns. I’d like a report summarizing, for a given period:Team member Work completed Time budget Actual time I tried doing this using the Completed work filter. This doesnt work because ultimately all tax returns get assigned back to the admin team for signing and filing, so when they go into completed status they’re no longer assigned to the preparer. Am I missing how to do this?
CPA.com have announced the finalists for their 2022 Innovative Practitioner Award, and it’s fantastic to see to Community members @Gary Wood and @joshlance (as well as fellow Karbon customer Steve Chaney) making the shortlist. Congratulations Gary, Josh and Steve! It’s great to see this recognition for the work you’re doing to help to drive the profession forward. View all of the finalists here, and support the Karbon community by voting for Gary, Josh or Steve!https://www.cpa.com/innovative-practitioner
Administrative tasks completed after tax return due date will make the overall work overdue (but return was filed timely)
Current process is provide clients with draft return (watermarked draft) to review, once approved they sign the efile signatures. The returns are then efiled, and after getting acceptance confirmations we upload the final copy of the returns (without draft watermark) to the client portal. I’ve set the due date for tax returns as the statutory due date, but some of the tasks included in the workflow might be completed AFTER the due date (waiting on acceptance from taxing authorities, providing client with final copy of the return, etc) which when marked as completed/done after the statutory due date will show the overall work as overdue and the reports/insights will show as such. I obviously do not want to change the due date because that is when the tax returns are due, but how are you guys tracking other administrative tasks that may occur after the tax return deadline? Do you end the workflow tasks at filing the returns and create another task for the administrative tasks with your i
Can anyone help me with this? I’m getting a little frustrated.I guess what I’m trying to figure out is - when I take a basic template and customize it specifically for a client, and save the customized template… how do I update the repeating work to use that (new) customized template…. when originally I used the “standard” template - just to get the WORK in and repeating.Thanks,Cynthia
We set up our 1040 work template using roles for the different sections of our template. We added automators to re-assign the work when a section was completed to a “role”. Karbon allows that. We typically do not know which staff member to assign a section to ahead of time. It would normally be assigned in the order the return information is received from our clients. So using “roles” made sense. But when we added the template to a client and created work, there is an error message that work cannot be assigned to a role. So, our work has invalid automators and warnings.We have thought that we should consider leaving the invalid and warning automators as is. Since the brightly colored warnings bring the attention to whomever is picking up the work to also edit the automator to assign the work to themselves. We also have thought about a work around where we might add a karbon user that is not a real person, but a holding spot for unassigned work.How do other firms handle the work
I sent a client request today and I received an email back from the client asking me what the PIN was to access. I thought all new work was supposed to have the magic link now. When I clicked on the MANAGE CHECKLIST icon, it indeed asked for a PIN. I told the client to use the forgot PIN feature, but this seems odd to me.Has anyone else had this issue come up?
Is there a report in Karbon that captures time stamps on the clock in/out. I would love to not have to track this level of detail but I’ve been burned a several times this last year by employees not working the hours they agreed to. I use QB Time and pull up the ‘time entries’ report to see what is happening in the firm throughout the day and to make sure new employees are staying on task and any urgent client work is being addressed. This gives me peace of mind and a quick way to get rid of poor performers.
HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson
This will be my first season with Karbon/Intuit Practice Management. I like that with Lacerte I can have my tax software tied into my projects. I am a bit concerned about using Intuit link to request client documents as the client page has links to TurboTax etc. Just send a bit weird. I know I can use client requests to get them info as well. Curious how you all would proceed. Use client request, for a more white label experience or Intuit Link which works allow for tracking of missing documents.
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