Our firm is new to Karbon coming from Thomson Reuters’ Practice CS.
We heavily utilized “Received Date” in Practice CS, meaning that is the date we got the tax information, and the work could be started. Is there a field or option to select a specific date to begin the work in Karbon? I realize you can change the tracking to “ready to prepare”, but is there a way to see exactly what date the info came in?
Also, in Practice CS, every client was setup with an entity type and Year End. The project templates would automatically populate the initial due date as well as update the extension due date once the project was marked on extension. Can Karbon populate deadline/due dates based off the FYE?
I saw a link published by Karbon saying it is better than Practice CS, but no information to follow up on likenesses or differences.
Would love any suggestions.