Community Feedback

Share your thoughts or ask questions about our community platform

  • 34 Discussions
  • 196 Replies

34 Discussions

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
21 days ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

Dear Karbon,When are you planning to roll our Google Drive support for DMS (document management system)? Our while eco system operates in Google. Incidentally, our Karbon account piggybacks on our Google logins and gmail.   Any updates on ETA for this vital integration? We are hobbling around this until we can integrate fully.  Much appreciated for a response so we can project how to handle files until you resolve. 

16
T
Beginner
1 month 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
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Sorting email in triage

Dear Karbon, Can you please add functionality to “sort” emails in Triage? If you have this, where does it exist? This is different from the search feature you already have. Your search feature does not resolve my issue.  Use case, I have a busy week and receive 1000 emails. I cant keep up with my email and need to look at it during downtime.  62 of those are related to a particular client. I have no way to “sort” conversations related to that client, attach them as a batch to a timeline, and clear them all together.  At present, I have to open gmail in another window, sort them, and then hunt and peck one by one in Karbon to attach them where they need to go.  It used to be much simpler in gmail or outlook. I could grab all related emails, throw them where they needed to go and move on with my life. No w my inbox is severely backed up because of how long it takes to manually sort my email in triage. How do we resolve this very basis request?

3
Rebecca Williams
Sr. Karbon Community Guide
7 months ago
Khryzia Largo
Beginner
Khryzia LargoBeginner
asked in Community Feedback

Notifications - a friend or a foe?

While I have seen a lot of requests, discussions and questions regarding getting notifications here on Karbon, I think it’s high time we implement changes on the notification preferences each user has. Different users, different purposes of using Karbon.I understand that the absence of the sound notification is to encourage deep work; however, on the other hand, other users depend on client submissions, or fast-paced email conversations with colleagues as deep work. Bottom-line is, I think one way to achieve a win-win situation is to provide users the option to modify and set their preferred notification style -- one of which is adding an alert sound once a new item in the triage comes in. Our dear developers might already have an update about this that I might have missed. Please enlighten me. Thanks so much! :)

3
A
1 year 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
9 months 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
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
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you! 

7
Rebecca Williams
Sr. Karbon Community Guide
13 days ago
Michelle Fisher
Beginner
Michelle FisherBeginner
asked in Community Feedback

Discounted users who only utilize Karbon Time

Hi! We recently switched our accounting team to Karbon time, and are liking that functionality, especially with the KPI features we have subscribed to.Because of the high cost per user for Karbon, we do not have our contractors on Karbon, so they are still logging their time in QuickBooks Time. This divide obviously causes inaccuracy in our KPI data, as well as a much longer invoicing time for the clients who are billed on an hourly basis (most of our clients are fixed fee, but we do have advisory clients and some hourly billed clients that we need to manually bill at month-end).Is there an option for discounted users so that we can enforce Karbon time tracking across our entire company? The sooner we are able to do this, the better.

2
Clara Mackey
Beginner
6 months ago
B
Beginner
Brooke RichardsBeginner
asked in Community Feedback

Charge out rates

Hi all,Is there a way to add charge out rates/base rates to colleagues for time tracking and billing purposes? 

2
J
Rising Star
1 year ago
OTIS COMSTOCK
Beginner
OTIS COMSTOCKBeginner
asked in Community Feedback

Running Slow

What is going on with the Karbon Practice Management app/program? It is running so slow that it’s almost impossible to use. I can’t get a hold of Support, or all Support wants to do is talk. I’m tired of talking. I want something to work. Could someone please get my Karbon Practice Management to work? 

5
OTIS COMSTOCK
Beginner
6 months ago
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
Beth Miller
Beginner
Beth MillerBeginner
asked in Community Feedback

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm.  Reaching out to see if any community firm owners are using Karbon for EOS management?  Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team?  Appreciate feedback.  

9
Heather Lancaster
Rising Star
1 day ago
Donna Cox
Beginner
Donna CoxBeginner
asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week. 

1
Victoria Peters
Sr. Community Champion
1 year 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
10 months 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
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
Stacey Taylor
Beginner
Stacey TaylorBeginner
asked in Community Feedback

Repeating work Work Naming Convention

Hi,It looks like the options for Working Name Convention have been updated so there is no singular year option available anymore under Repeat Previous Period. Instead of having, for example, “ 2023 BAA” which is what we want, it is now showing as “2022 - 2023 BAA”.Is it possible to have this option added back in please?Thanks in advance, Stacey

1
D
Rising Star
1 year ago
Chris Gascoyne
Rising Star
Chris GascoyneRising Star
asked in Community Feedback

Safari users

Is it just me or is the platform moving further and further away from supporting Safari?I am getting wierd results when @mentioning people, where you can select a name in the drop down box but nothing populates in the comments box.  I also lose the cursor completely when typing comments in the box, such that when I open a comment, I can’t tell if I can edit until I actually start typping and then only the 2nd or 3rd letter of what I’m typing comes up!I regualarly have to clear out the cache due to random rendering issues and the Work screen is slow to populate after any change (like, 2-3 minutes slow), so I need to lan when I might need the information!

3
StuartK
Karbon Team
7 months ago
A
Beginner
Angela WaltersBeginner
asked in Community Feedback

Karbon Certification Badges

Can the Karbon Certified Expert badge be added to your profile on LinkedIn? If so, how?

1
Rebecca Williams
Sr. Karbon Community Guide
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
Sandi Pike
Beginner
Sandi PikeBeginner
asked in Community Feedback

Unsend email

Is it possible to request to the developer team to add more time to “unsend an email”  to at a minimum of 30 seconds.  Like someone mentioned a long time ago, if you only have 5 seconds, it seems irrelevant to catch it that quick in 5 seconds.  😊

0
Sandi Pike
Beginner
5 months 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
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

Badge winners

Show all badges
Terms & ConditionsCookie settings