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- 544 Discussions
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Client Verification Details
Just wondering if there are any plans for Karbon to release any updates to manage the new client verification process coming in later this year? i.e. custom fields in details?Also interested in if any Karbon users have discussed how they will manage this within Karbon or do you have plans to manage elsewhere?https://www.tpb.gov.au/enhancing-client-verification-process-tax-practitioners-tax-agents Thank you in advance
Managing/Tracking internal compliance of Karbon features
I’m looking for some suggestions about tracking internal Karbon usage. I am discussing with my Karbon CS rep too, but I thought I’d crowdsource some other ideas! ContextWe’ve spent a lot of time recently documenting how we use Karbon and our internal best practices/expectations, and this month everyone in the firm is completing our own Karbon training. As part of this, we want to be able to track and follow up with team members who are struggling to meet our targets.We don’t currently use Email Insights or Intelligence, so I’m hoping to also get some feedback from those who are using it that would help me build a business case if need be. KPIs I’m hoping to track!Triage (these are available in Insights I believe - what (if any) details can be exported? Is this available in the API to push into a spreadsheet?)Volume of email in Triage Ideally the amount at EOD for each user, and then a daily EOD average across the month Average days notifications are in Triage in a calend
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
How to see comments/notes on a client task
i sent a client task to someone with some questions. They entered a comment on the client task. How do i now get that information out of Karbon and into my workpapers? I need those notes printed out but i don’t see anyway to print that like i might print an email.
Setting a task to working on now
sometimes a client will call me to ask about the status of his return. I click on the magnifying glass to search for the work. then i open the work. I see which tasks have been marked off and where the project is - then i think i should put this at the top of the queue to finish off today. There doesn’t seem to be any way to mark a task to put it in My Week as “working on now” while i’m in the project. Is that right?
Hi guys, I am fairly new to Karbon.Just wondering how everyone is managing client according to their needs and types of services provided. For instance, if want to quickly find clients who are individuals with business schedules to assign them specificly tailored templates for tax work, or if you want to pick ones you are doing BAS’s for.In our tax lodgment software, we have ability to assign Extra fields and then do reports based on certain parameters. Wondering if something similar exists in Karbon.I notices, you can add “Services” to clients in their details section but it doesn’t seem to do anything. Kind regards,Elena
Creating usable Standard Operating Procedures and Checklists in Karbon
I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end - I want them to run through a detailed checklist like so…. I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!! I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out. But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.The only solution I can think of is to change the colour of the text of the steps actioned. But the visibility of that is lost when you come out of the task. I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a
How to get Client Tasks to work with multiple contacts
I’m racking my brains trying to work out how to make these work with our clients. They are not working as well as I'd hoped because:1) Client gets overwhelmed with a large volume of emails saying tasks have been updated but they can't see which one without opening all. We had a more effective process before using Trello.2) Can't copy multiple people in on the list. Can't share a list. Pain in the bum to duplicate a list. And of course, that risks two people actioning the same task. Clients expect to be copied into tasks I am setting their team members to action to make sure that I'm progressing their job. most of our clients are quite large so in 70%+ of our clients the ToDo list would go to muliple people - Co-Directors or A Manager and the Team Member. Client Tasks is THE main reason why I signed up to Karbon but they are just not working for me.Wondering how more experienced Karbonites are using this feature!
Client tasks - notifications
Hi AllWith Client Tasks - we send out annual questions to clients for preparation of their financial statements and tax returns. We have a Client Task section with individual tasks for responses, download/upload files etc.The Assignee for the Work is the Accountant. But we send the Client Tasks from me (Practice Manager)When the client responds to each individual task both myself and the accountant get triage notifications. This morning each of us has 10+ notifications in triage for this one client/work item. Hugely distracting.Would be better if only one person got the notifications (either assignee or sender, not both) and maybe to have option to choose which person for each client task section? Would be even better if we didn’t get notifications on each individual task within the section, but a summary or daily update on the client task section overall (i.e. if client has updated a task during a 24 hour period, then the daily notification shows what has changed on that task or tas
Privacy setting for Person Contact to reflect Organisation Privacy setting
I’m not sure if something might already exist or if this would need to be a feature request.Wanted to know if there was a way to set the Privacy of a Person Contact to show visability of communication connected to their contact card to only those who are also part of the client team for the organisation. Eg. “John” has sent an email to us (CBC) this email is automatically connected to “John” as a personal contact, then connected to any relevant work & Organisation “Company A” that applies.“John” has a Public privacy setting, but “Company A” is Private. The email can still be seen by everyone at CBC (total 10 people) from the timeline for “John” but we want to limit the privacy to that of the Organisation for this email now that it has been connected to “Company A” (client team of 4).We have a few person contacts, that are connected to multiple Organisations. And these Organisations have different client teams, we would like to limit visibility by Organisation and still have the opt
Client work deadline management and reporting in Karbon - best practices?
Hi everyone, I’ve tried to search the Community but can’t find an answer for this.How do you make sure that you are not missing compliance deadlines for clients, and have good line of sight on them at least 30 days in advance? For example, do you set a protocol that for personal tax repeating work items, the work due date is always set at 15 days before the personal tax deadline for all clients? And similarly for sales tax, corporate tax, payroll, etc.? We haven’t really set such a protocol and found that different team members set different due dates for compliance-related work items (either a few days before the due date or after, if there are follow-up tasks to do such as confirming a Notice of Assessment is available from tax authorities after filing).This makes it difficult to quickly see the ‘true deadline’ for each compliance work item, and across all work items to identify risks/issues early.Would love your thoughts on this - how have you managed to document and monitor deadlin
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: firstname.lastname@example.org------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
Repeat Preview seems to be missing
Has anyone else noticed that the repeat preview section no longer shows a preview of the repeating name when adding a placeholder to a work naming convention?Previously, I would see the name of the repeating work item in the repeat preview area when I added a placeholder. If it wasn’t what I wanted, I could adjust it before I create the repeat. Now, this area remains blank and I have to create the repeat, look at the item’s name to see if it was what I wanted and if not edit to change the placeholder.Anyone else seeing this issue?
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