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888 Discussions
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888 Discussions

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HermanBeginner

asked in Ask a Peer

Budget - Retainer Fixed fee

What is the best option to utilize the Time/billing and Budget function of Karbon if we have our clients on fixed monthly retainers?Most of our services, even ad hoc, will be fixed fee to clients and our cost will be contractor, employee and other direct costs. Thanks!

1 year ago

Ken RogersRising Star

asked in Ask a Peer

How long is completed work available

As we think about the upcoming tax season it would be helpful to understand how long is completed work is available? If needed, for example, can I access work previously completed for a client’s tax work

1 year ago

Angela WaltersBeginner

asked in Ask a Peer

Pull a list of clients for specific work

How can I pull a list of clients who we did 1099 work for in 2021?

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Workflow template - when there are multiple linear processes (two or more outcomes)

How would you handle a template that offers more than one possible outcome? For example, if we have a 1099 work item and in the early stages we either determine no 1099s are required or the client tells us there are none required, how do we define the tasks? In such a case, we want the conclusions and workpapers of the staff member to be reviewed before the project is completed. In this case I would not want the next section, “Prepare 1099s,” to be triggered. But I do want the work item to be documented in karbon. We also prepare 1040s for a client that sends us their clients’ returns, several of whom do not have to file, but we make that determination as a part of our service to them. This would be a similar case. I’m new to Karbon and this is challenging!In summary, the early steps of the work item follow one path, but then depending on whether or not the returns are required to be filed it can go one of two ways.Thanks to anyone who can help!

1 year ago

NeveBeginner

asked in Ask a Peer

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

When My Week cards move out of Done back into My Week

Looking for some My Week process suggestions! We are pretty new to My Week, so as we start using it we’re encountering scenarios we hadn’t anticipated!Key points of our processes:The Work Assignee for us stays consistent through the whole process of completing the piece of work Each piece of work generally has three people involved - a preparer, a reviewer, and a final senior review before the work is delivered to the client Some types of work will have a couple of touch points for the preparer and reviewer Current ownership of work is based on the status (e.g. Initial Preparation means the work is currently with the Preparer, when the status changes to Client Blocker it’s owned by our client success team to follow up on etc.)Problem:Once a preparer has completed their first set of tasks, it makes sense for them to move the card into the Done bucket, but based on this page, a change in Status is not a trigger for a card to move back out of Done and into This Week. This means that if th

1 year ago

Brian DavisRising Star

asked in Ask a Peer

Karbon and Sureprep

question for you Karbon and Sureprep users: sometimes clients will send me an email with information for their tax return. Currently i drag and drop that email into the Sureprep binder. With Karbon, i seem to have lost that ability to easily add the email to a Sureprep binder. I’m wondering if anyone has a way to handle things like this.

1 year ago

AntoniyaB.Superstar

asked in Ask a Peer

Are you usaing Xama for your Practice?

If so, I’d love to hear your feedback!

1 year ago

Rowena Vincent-NordinBeginner

asked in Ask a Peer

Change work type on a work Item

I am new to Karbon and cant find how to change the work type on a work item that has already been created with the wrong work item. Does anyone have a way to do this?

1 year ago

Jenelle EBABeginner

posted in Ask a Peer

Amending Completion dates in work

Hi all, I am hoping that it is possible (or at least on the roadmap it will be possible) to amend a completion date to the day it was actually completed, even it it’s marked off after the event. I have an employee who is getting used to changing statuses as we go, and to be honest, I sometimes forget myself. However I can usually tell from items on the timeline of a piece of work when it was completed. If I mark things as complete in my regular cleanup of work, it gives a misleading picture of how long it takes to go through the various stages. Thanks.

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

IPM Contact/Organization Sync Steps for Tech Stack

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

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Portal Options

While I see that clients can choose to login to the portal and see all requests. I have several clients who want to see items in a folder structure. For example, they login and they can click on 2021, see the tasks that were performed and also just files (without having to drill down on requests). So, let's say I send the client a draft 1040 as a client task asking them to review. My clients would like to see the tax returns by year when they are in the portal. 2019, 2020 etc. I know this is much more like a ShareFile structure, but i gotta give the people what they want:)

1 year ago

Richard OliverBeginner

asked in Ask a Peer

Can you create a status for email sent to My Week

I would like to know if its possible to create a status for emails so that I can filter better in my week.

1 year ago

Sherry JosephBeginner

asked in Ask a Peer

Upload Picture from Phone to Karbon through Client Portal

can a client take a picture on their phone and upload it to Karbon through Client Portal

1 year ago

KamleshBeginner

asked in Ask a Peer

Managing client records

Hi EveryoneWe need help in managing clients records inwards and outward. Client send records by post/email/dext etc. How can we create a records management system? Any idea? With regards Kamlesh Rajput

1 year ago

Nicklas DahlquistBeginner

asked in Ask a Peer

Bi-monthly repeated work

Hi,Is it possible to add a bi-monthly repeat option? If not, is there a good workaround?Thanks!Br Nicklas

1 year ago

Rachel GBeginner

asked in Ask a Peer

Clearing emails

How can I clear emails from Karbon but keep them in my inbox in my regular Gmail?

1 year ago

AndrewBeginner

asked in Ask a Peer

Changing a client email for client tasks

Hi all, I’ve created a job for a client and emailed the client tasks. The problem is that I discovered that the client email has changed. So I updated the client email against the client record and then realised I couldn’t see a way of changing the client details attached to the job to get the checklist resent to the new email. Sending a reminder only sends the list back to the original email regardless of the change to the client. Am I missing something? Is there some way of updating the email - I’ve had to delete the job, create a new job, and then send again to the correct address.

1 year ago

Pauline HaydonRising Star

asked in Ask a Peer

We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?

A lot of our clients respond 100% better when we use an instant messaging app like whats app… my concern is a lot of communication is not being captured agains the client/jobs in Karbon. Does anyone have a good way to resolve this?

1 year ago

Brian DavisRising Star

asked in Ask a Peer

CRM

What do you all do about any kind of CRM stuff in Karbon? In other words: I add a new contact. How do i tag that as being from a referral source or anything like that?

1 year ago

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