Is there a Karbon template or workflow available for the (end of the year) tax organizer process?
The very first part of our Tax Return work item is a client task that sends automatically at the end of January asking for tax documents. This is also where we have them sign a new engagement letter and answer the current year tax questionnaire. We personalize their task list to ask for the documents we received in the previous year. Takes a little bit of work to set-up, but works really well once established.
Lovie, here is a good resource for all the templates that Karbon has made available, all sorted by category. It may be helpful to find what you need!
https://karbonhq.com/templates/
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