We are about to handover bookkeeping tasks to a client and we’re wondering if it’s possible to share the checklists that we’ve created with the client?
Hi
Do you mean that you want to share your work item tasks with a third party, or you want to share client requests?
I assume this third party will not be a Karbon user, so you just want to get them the information that is in Karbon so they can do the work and return it to you?
Hello
Yes that’s what I want to do. Share my checklist with a non Karbon user so they can follow my process. Is that possible?
I’m not aware of a way to do that outside of making your contractor a Karbon user. If they are your bookkeeper, you can ask Karbon support to mark the user as non-billable if they will only be doing that one thing for you. We have one of our vendors added as a user and not billed, but it’s a little different situation.
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