Community Feedback

Share your thoughts or ask questions about our community platform

  • 39 Discussions
  • 205 Replies

39 Discussions

Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Community Feedback

Delete Repeat Work

I’d love to see the following for deleting repeat work:Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

2
Cate
Rising Star
5 months ago
J
Rising Star
Jaime DanielsRising Star
asked in Community Feedback

Spell Check in Email

Improve Spell check in email

1
M
Rising Star
8 months ago
Kristine Gray
Rising Star
Kristine GrayRising Star
asked in Community Feedback

Calendar responses with messages

I struggle with the calendar response emails that I receive in Karbon. If someone writes a message on their response it doesn’t show up in the Karbon triage email. I have to go to Outlook to see if there’s anything written.Can this be fixed?

11
SamG
Sr. Karbon Community Guide
10 months ago
Darren Fortune
Rising Star
Darren FortuneRising Star
asked in Community Feedback

In Status timer

Do we have a glitch that’s developed on the In Status time in the list work view.  It’s showing in Days Hours Mins…. it’s a bit excessive as you only need to see number of days.  Looks too busy with full format

3
SamG
Sr. Karbon Community Guide
11 months ago
P
Rising Star
Pauline HaydonRising Star
asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

2
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Michael Dawes
Beginner
Michael DawesBeginner
asked in Community Feedback

Download All option requires entry of folder name for each file being downloaded

When you select Download All attachments and the folder displayed is not where you want to save the files, you then have to change the folder for every file being downloaded.  Karbon should save all files to the newly nominated folder without having to do it for every file being downloaded.

1
A
1 year ago
K
Rising Star
Ken RogersRising Star
asked in Community Feedback

Karbon and Intuit Practice Management

In general - when we see the planned updates and a future roadmap for Karbon - how does that translate to planned updates and a future roadmap for IPM?

2
K
Rising Star
1 year ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Certification levels

Can the certification be broken down into different levels? Not all my team need to know how to set up templates and have access to insights but all need to know how to work in Karbon and communicate in Karbon so a standard level and an expert level of training would be great. At the moment I’m only asking managers and above to undertake Karbon training but would love to get all staff to understate a more basic level as part of their induction to the business and processes

8
A
1 year ago
Johann Goree
Rising Star
Johann GoreeRising Star
asked in Community Feedback

Training Material Updates and demos

Firstly, when will training modules for the new features be available? I’m think specifically the document storage, calendar and practice insights? Secondly for products that are additional costs like the new insights feature, it would be great to have pre recorded demos available on this community to watch and help us decide if we want to book calls and trials on the additional features. 

1
DianeK
Sr. Community Champion
1 year ago
Mike Liang
Rising Star
Mike LiangRising Star
asked in Community Feedback

Bug fixing and new feature request

Karbon and peers, Currently, I understand there is no central place for reporting bugs of Karbon system. I only know the place to request new features. However, for existing features, if there is a bug (e.g. below), I would strongly a place either in this community of somewhere else for the users to report. I hope all the bugs can taken care by the development team of Karbon serious and timely and trackable. Can other peers echo this idea? The reason is simple. Client Group:  When a client is added to two or more client group. When we do the filering of work by client group, the work of the client only appear when you filter the first client group. However, when you filter other client groups where the client is a member, that work won’t appear.

3
Melanie Shores
Beginner
2 years ago
A
Beginner
Admin EMBRACEBeginner
asked in Community Feedback

Search to do items

There is no direct way to search to do items? Only by looking at email and notes. Can I please suggest in the future that there is an option for this. Thank you 

3
DianeK
Sr. Community Champion
2 years ago
DavisCPA
Beginner
DavisCPABeginner
posted in Community Feedback

Karbon vs Intuit Practice management

I think this is ridiculous, especially for those of us who have been with Karbon from day one but even for new customers.If you buy Karbon from Intuit, the pricing per month per user paid monthly is Team $60, Business $85 and Enterprise $99.  This does not account for any discounts intuit is currently offeringIf you buy it directly from Karbon, he pricing per month per user paid monthly is Team $75, Business $99 and Enterprise $??.Clearly, intuit is not doing this for free, so they are paying and even lower amount to get the service.

1
CarlaCaldwell
Rising Star
2 years ago
Ivan
Beginner
IvanBeginner
posted in Community Feedback

welcome

Hello everyone!I am Ivan Čuka and I am the CEO at TAXTORRO in Czechia in Prague.Together with my wife, I founded a modern accounting and tax service in my 50s. In the company, I am responsible for all modern technologies (administration and development), as well as sales and communication with clients. Like Stuart, I make sure that the company is sufficient capitalized and we can choose the people and systems we want.I enjoy expanding the automation of processes in accounting and tax consulting, but actually anywhere. I love this time when it is possible to connect almost anything, all for an affordable price and without being experienced IT.Funny fact - I'm not an accountant and I've never worked as an accountant.

0
Ivan
Beginner
2 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community!    We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction:  Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work  Fun fact about yourself Reply with a quick introduction so we can get to know you better! 

101
Cherie Coscos
Beginner
1 month ago

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