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551 Discussions
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551 Discussions

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Faustino DancelBeginner

asked in Ask a Peer

LusamaiBeginner

asked in Ask a Peer

Reducing template sections to one role

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

5 months ago

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.

5 months ago

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.

5 months ago

Adrian C MathewsBeginner

asked in Ask a Peer

Security over client tasks

Any ideas when client tasks will be made secure agian?The “magic link” is magic for anyone who has hacked into a client’s email account and wants unfetted access to the contents of a list. They can magically open and see any sensitive information we send them and see anything typed into the fields by a client that has not yet been completed.At least the old PIN system provided some protection.As far as I can see at the moment, we can no longer ask clients for sensitive information through the client tasks functions.I’d love to hear that I’m wrong.

5 months ago

Paul ClarkeBeginner

asked in Ask a Peer

Client Portal - Deadlines

Just a thought.Would it be great if, once the client had completed their tasks, the work item would show as completed for them and move into an “ongoing section” until the work item is fully complete.If more tasks are added, it would move back in to their “to do” list.Please make it happen as it would be awesome.ThanksP

5 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Updated client onboarding client request email

Hi allI am wondering if anyone can point me in the direction of an update to the client onboarding template that replaces the old wording in the client request email, noting how the karbon checklist works (e.g. referencing a pin number instead of the new magic links)?

5 months ago

SamGSr. Community Champion

asked in Ask a Peer

How do you deal with Triage not showing whether or not someone has said something in a meeting response to you?

If you send a meeting invitation from Outlook to someone else using Outlook and they respond: Accept, Decline, Tentative and edit their response to add a message to their response, Triage doesn’t show the message, only their response.How do you deal with this?Do you open Outlook to check every meeting response before clearing it?Do you clear it without checking Outlook because you don’t care whether or not they added a message?Did you not know about this?

5 months ago

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!

5 months ago

Samantha TweddleBeginner

asked in Ask a Peer

Export client task responses

Is it possible to export responses from clients in client tasks? This would be a really handy feature and it would save a lot of time!!

5 months 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

5 months 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?

5 months 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!

5 months ago

NeveBeginner

asked in Ask a Peer

Work Weeks - Timesheests

Help please. Can we adjust the work week days in Timesheets to say Wednesday - Tuesday to reflect our pay week?

5 months ago

Marni GarciaRising Star

asked in Ask a Peer

Filter My Week to a Daily or smaller multi day view

I am getting overwhelmed at the beginning of the week with Work and Emails that aren’t due until later in the week and they are creating noise that I have to filter through. Is there a filter coming to help with the noise in My Week?

5 months ago

davideignerRising Star

asked in Ask a Peer

Client task/reminders are being send on the weekend

We are new to Karbon (using it now for about 3 months). We like it, but we found one issue, and we can't think of any workaround, so I'm curious how other people deal with this.For client tasks and reminders, you can send the work automatically once the work hits a specific date or status, but the issue is that Karbon will also send it on weekends, compared to new Works, we can move it back to a Friday before the start date, but for Client Task and Reminders, we don't have the option, for example, to move it to the following Monday.We don't wan the emails to be send over the weekend for a few reasons;We don't want our clients should think that were in the office working on weekends. If I send them tasks during the weekend, the email might get flooded with all his other emails. I want it should be fresh in his inbox Monday morning.How do you deal with this?Thank you

5 months ago

Jola LeahyBeginner

asked in Ask a Peer

Triage and who can see timeline

I sometimes have clients emailing me attaching my staff on items I do not want them to be aware of. Or colleague will comment me on something and then they see my conversation with a client and I am unable to remove them from seeing the timeline. It would be helpful to be able to remove people from timeline without necessarily creating a separate new email. Is this possible?

5 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Any plans to integrate Docusign into the portal?

Does anyone know if there are plans to integrate IRS compliant E-Signature software into the Karbon portal?

5 months ago

Emily HertbergBeginner

posted in Ask a Peer

Best way to input client information in Karbon

We have the client portal set up and we have Contacts and Organizations but does anyone have any great organizational skills for how they have onboarded client information into Karbon?

5 months ago

Tom KneelandRising Star

asked in Ask a Peer

documents list

Does anyone have a generic document list or cognito form they are willing to share that all clients get to request current tax documents etc. This as opposed to sending the outdate pdf organizer.

5 months ago

Rebecca WilliamsKarbon 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

5 months 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.

5 months ago

AntoniyaB.Superstar

asked in Ask a Peer

Are you usaing Xama for your Practice?

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

5 months ago

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