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  • 916 Discussions
  • 3,796 Replies

916 Discussions

Alex Lopez
Beginner
Alex LopezBeginner
posted in Ask a Peer

8879 - Karbon "Client Task"

Has anyone in the Karbon Community figured out a good method of sending a KBA encrypted 8879 via the Karbon client task? The firm I work for is finds the client task function very useful, and like most, we are trying to find ways to streamline our procedures and limit our tech stack when able. Any thoughts???

1
max
Sr. Karbon Community Guide
1 year ago
Michaela Hunter
Beginner
Michaela HunterBeginner
asked in Ask a Peer

Account Analysis ideas?

Hi all! Our firm has been acquiring recent clients who need their books cleaned up quite a bit. We’re in the process of developing an accounting analysis process and am having a somewhat difficult time finding resources/inspiration. Does anyone have some thoughts/resources they’d like to share? Has anyone created their own account analysis template through Karbon? 

1
max
Sr. Karbon Community Guide
2 years ago
T
Rising Star
Tom KneelandRising Star
posted in Ask a Peer

iPM sync

I was told today by my Intuit representative that IPM sync with Lacerte is flawed and as such will no longer be sold. Not sure what that means. Karbon HQ please build your own sync or help Intuit fix the issue. Without the suns the value proposition is much lower.   thanks? Tom

1
max
Sr. Karbon Community Guide
1 year ago
B
Beginner
Brooke WalkerBeginner
asked in Ask a Peer

Completed Work

Once I complete work and clear it, where do I find my completed work? I may need to look at that information again.

1
max
Sr. Karbon Community Guide
2 years ago
Abby DePasquale
Beginner
Abby DePasqualeBeginner
posted in Ask a Peer

SmartVault Collaboration

Currently the roadmap includes Dropbox, One Drive, Sharepoint, and Google Drive for Karbon to collaborate with. Is it possible to add SmartVault as well? We are looking into this product for our firm and Karbon does not currently sync with SmartVault. Thanks! 

1
A
1 year ago
S
Beginner
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
max
Sr. Karbon Community Guide
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Preview Pane for Triage?

Does anyone know if there is the possibility of a preview pane in Triage.  Maybe where the most recent email is open so I don’t need to click to expand every single email.  It would save clicks.  Perhaps there is a setting I don’t know about that allows for a preview pane @Craig Lohman  

1
max
Sr. Karbon Community Guide
2 years ago
R
Beginner
Ramakrishna RayabarapuBeginner
asked in Ask a Peer

task

task can be exist part of it will what happens 

1
DianeK
Sr. Community Champion
2 years ago
Beryl Williams
Beginner
Beryl WilliamsBeginner
asked in Ask a Peer

Copy and Paste Sub-tasks

How can I copy and paste sub-tasks?

1
max
Sr. Karbon Community Guide
2 years ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
asked in Ask a Peer

Email window size

I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.

1
max
Sr. Karbon Community Guide
1 year ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Intuit link

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. 

1
K
Rising Star
1 year ago
Miya
Rising Star
MiyaRising Star
asked in Ask a Peer

Turn off client task reminders

Hey there,  Is there any way to turn off client task reminders on a weekend? We find it quit annoying on the client side receiving reminders on a weekend or after hours. 

1
Victoria Peters
Sr. Community Champion
1 year ago
Donna Cox
Beginner
Donna CoxBeginner
asked in Ask a Peer

emails

Can we get a read receipt on emails and then setup the email to remind us to follow this up if we do not get a response.

1
Kim Clemmer
Community Champion
1 year ago
Megan
Beginner
MeganBeginner
asked in Ask a Peer

Team Agenda

Hi I was wondering if any one has any recommendations on how to manage a team agenda for team meetings in Karbon. A point where people can add items to talk about etc as they come to light?? Thanks 

1
Terri Warren
Superstar
1 year ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Refresh My Work Screen

We just started with Karbon one of my accountants finished her Sales Tax report and I can see that it went to the supervisor for review but I just logged in and it must have been already updated.  She still sees it assigned to her.  Is there a refresh button or process she can perform so she knows that things are updated when she looks at her Work?

1
max
Sr. Karbon Community Guide
2 years ago
Wagscpa
Beginner
WagscpaBeginner
asked in Ask a Peer

Have Liscio, may be adding Karbon - Any Advice From Liscio and Karbon users?

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?

1
kylenecarse
Community Champion
1 year ago
Alex
Beginner
AlexBeginner
asked in Ask a Peer

Placeholders where does they came from

We have an issue when sending emails to client with client tasks or reminder. Our email template was setup with placeholder but how do we know what is the placeholder information. For now we use “preferred name” and “client name” but in both case it is using the company name so our email state Hello “company name” instead of the actual contact name. Is it a problem with the setup of the placeholders or with the way the contacts were setup? 

1
DianeK
Sr. Community Champion
1 year ago
Lauren Be
Beginner
Lauren BeBeginner
asked in Ask a Peer

Billing - Exporting to QBO (Setting Up)

When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround?  I know we can edit the description in the csv file, but I’d like to get it to streamlined. 

1
max
Sr. Karbon Community Guide
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Love Karbon? Want some exclusive swag and to be featured in our video? Read on!

Do you have a spare few minutes to help me out with something?We’re putting together a short video to use in a campaign that explains why accounting firms should choose Karbon as their practice management solution. The video will feature some of our most special customers talking about why they love Karbon.All you need to do is record a short 30-sec video on your computer or phone that answers one or all of the following questions in your own words:What do you love most about Karbon? How would you describe Karbon in one word? In what way has Karbon impacted your firm for the better?If you can record yourself and send the video this week, we’ll send you some exclusive Karbon swag to say thank you.I’ve added some more guidelines below. But if you have any questions, just let me know here or by emailing me: lachlan@karbonhq.com------Video filming guide:Either film via zoom or on your phone indoors or outdoors. If using Zoom or your computer, adjust your video for low light Don’t use any b

1
max
Sr. Karbon Community Guide
1 year ago
C
Beginner
Colleen KempBeginner
asked in Ask a Peer

tag

When asked to tag, do I Reply and then “Tag”?

1
max
Sr. Karbon Community Guide
2 years ago
Imbi Finlayson
Rising Star
Imbi FinlaysonRising Star
asked in Ask a Peer

Add multiple emails to same work item

Is there a way to add multiple emails to a work item at once?For example, when a client sends in 10 separate emails one after the other.

1
BrooksW
Superstar
2 years ago
B
Beginner
Benjamin QuickmireBeginner
asked in Ask a Peer

Sureprep Workflow Templates

We are adding Sureprep as a tool for this tax season. I was wondering if anyone has/or would like to share a workflow template which incorporates using Sureprep. 

1
max
Sr. Karbon Community Guide
1 year ago
Sabina Chung
Beginner
Sabina ChungBeginner
asked in Ask a Peer

Uploading QBO file format

Since about a couple month ago, our client has not been able to upload (attach) QBO file format (.qbo) to the client tasks. Could anyone please let me know what has changed and what we need to do to fix this issue?Thank you  

1
max
Sr. Karbon Community Guide
1 year ago
lbernstein
Rising Star
lbernsteinRising Star
asked in Ask a Peer

IT managed service provider for remote teams

We are looking for a managed IT service provider to help us support our remote team both US and overseas. Microsoft environment. If you like the group you work please share recommendation.Team size is currently 8 seats and growing. TIA

1
max
Sr. Karbon Community Guide
2 years ago
Danielle Clark
Rising Star
Danielle ClarkRising Star
asked in Ask a Peer

OneDrive Integration

What are some best practices for OneDrive integration?Our firm was excited to hear about the launch, but we haven't found a practical way to use it without making folders that directly correlate for each work item.Of course, some integrate naturally now, but not most.  How have you been using it? 

1
max
Sr. Karbon Community Guide
1 year ago

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