Is there a way or an App we can connect to Karbon to let clients know the progress of our deliverables?

That would really help clients!

@Katrina Brennan It’s not something that we’ve tried and would be interested in knowing myself. I’m not totally sure that I’d be ready for that as we are working on deliverables……… but then it may be fantastic because the deliverables would be driven from an outside source and mean that I could make that part of my role redundant and use the time to focus on the next way forward!

(sigh) one day at a time……..

I have heard rumors that Karbon may be working on something like this, but in the mean time, here’s what we plan to try as a work-around until there is something built-in:

We put tasks in the work item with email template language in the description of the task so that our team automatically gets triggered to send status updates with the status of a work item changes. It’s a little manual because you have to copy and paste the email body into a new email to the client, but we expect the client communication to be appreciated.

Another thing we are trying this tax season is using Karbon’s budget and capacity features to schedule the actual day a return will be completed and then communicating that date to the client so that they know when to expect the next communication from us. Of course, this requires an excellent understanding of your capacity and the time it takes to complete each work item. We will likely start with only scheduling 75% of our capacity to make room for emergencies and overruns.

Is any of that helpful?