Learn From Karbon

Explore news, updates and workshops from the Karbon team, and participate in discussions dedicated to improving every facet of your accounting firm.

40 Discussions

evanrnhallKarbon Team

published in Product Updates

Document management in Karbon

Connect your Document Management System (DMS) to Karbon and manage client work files from a single source of truth. Today, we’re kicking off with Dropbox (OneDrive and more coming soon).With document management in Karbon, you can: Seamlessly integrate with your DMS Automate file organization and backups Save your files where you need them Collaborate on files Learn more about document management in Karbon. Introductory webinarsRegister for an introductory webinar specifically for Karbon customers. We’ll use Dropbox as an example and demonstrate how to: Connect your own DMS Automate your file organization and backups straight from Karbon Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Session 1: Tuesday May 24, 8.30am PDT | Tuesday May 24, 4.30pm GMTSession 2: Thursday May 26, 4.30pm PDT | Friday May 27, 9.30am AEST(note: both sessions will cover the same material)

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2 days ago

evanrnhallKarbon Team

published in Product Updates

Internal comments on Client Tasks, and more!

Originally from July 4, 2021 Two highly-requested updates have been released to Karbon: internal comments on Client Tasks, and the ability to add a note to multiple timelines. Internal comments on Client TasksClient Tasks are an easy way to collaborate, communicate and share documents with your clients. Now, you can have internal discussions with team members against these tasks too. And critically, clearly distinguish between what your client can see, and what they cannot.A new option can be found at the top of every new Client Task comment. Toggle between Internal to leave a comment just for your team's eyes, and External to share with your client.To make it absolutely clear what can be seen by your client, external comments will always appear in pink. While internal comments appear in the blue that you're familiar with on all other comments throughout Karbon.Add a note to multiple timelinesYou can now add an internal note against more than one work timeline. Simply choose the Add To

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3 days ago

evanrnhallKarbon Team

published in Product Updates

Bulk clear Triage items with multi-select, and more!

Multi-select in TriageYou now have greater control when clearing items in bulk from Triage, with the ability to individually select and then bulk clear.Bulk clearing items by time grouping (i.e. ‘today’, ‘yesterday’, ‘October’, etc.) has been updated with the ability to hand-pick the exact items you want to clear using a multi select checkbox.For example, if you wanted to clear all items from October except two emails, you can select all items from October with one click, and then simply deselect the two emails (rather than having to individually clear each item from October, except the two emails). Add a note directly to My WeekAfter the successful roll out of My Week to all Karbon users, it has received a minor update. You can now create and assign a note directly from the ‘This Week’ section in My Week. It will automatically appear in your ‘This Week’.If you create a note from outside My Week, such as with the global + icon in the top right anywhere in the Karbon app, you will need

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7 days ago

evanrnhallKarbon Team

published in Product Updates

Karbon Academy is open for learning!

The new Karbon Academy site is now open for everyone! Get inspired with an understanding of how Karbon helps you do more. Just click “Academy” from Karbon’s left hand nav bar and login via SSO with your Karbon credentials using the “Log in with any other email” option. Academy is the home of our Certification program (if you were previously certified, your status will be reflected there soon). Certification is great for any user who needs a broad understanding of the app to solidify their knowledge. You will also find our Right For Me learning program, which offers more focused curriculum for folks who don’t need the full Certification experience. We have a lot more in store throughout 2022 and beyond, so stay tuned to how Karbon Academy can guide you and your team to awesome outcomes.

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16 days ago

evanrnhallKarbon Team

published in Product Updates

Multi select plus drag and drop for a more convenient experience

Updates to multi selectYou can now bulk select multiple items that are listed together in Triage or My Week with fewer clicks.Select the top item, hold Shift and select the bottom item, and all items in between will be selected too. In Triage, this means greater control with bulk-clearing, and in My Week, you now have more flexibility over how you plan and manage your work.Check out Karbon's other keyboard shortcuts here. Drag and dropLast week, we released Document Management and in this release, we’ve given you the ability to drag and drop files directly into Karbon. Simply drag and drop your attachments directly into comments, emails and the Documents tab within your work items, without the need to select the paperclip icon and browse your computer.We will continue to make enhancements to this functionality, including integrations with more Document Management Systems, including OneDrive coming soon. Karbon AcademyWe have recently launched a new and improved Karbon Academy, home to

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23 days ago

evanrnhallKarbon Team

published in Product Updates

evanrnhallKarbon Team

published in Product Updates

New look for Work Insights, reorder saved views, and more!

More Work Insights enhancements A new look for Work InsightsAs part of ongoing enhancements that have been released to Insights recently, Work Insights has been given a fresh coat of paint. All charts and sections have been redesigned to make it easier to navigate and see the data that matters to you. This refresh also paves the way for some other upcoming improvements.Updates to Client Leaderboard in Work InsightsYou can now navigate deeper into your Client Leaderboard and see how work associated with each client is progressing.To find the Client Leaderboard sub-chart, navigate to Insights from your main side menu. By default, it will list all your clients.When you click a client’s name, you can view open work, completed work and overdue work over your specified time.The filters you apply in the main Work Insights dashboard will carry over into the Client Leaderboard sub-chart, and you can also adjust these filters from the sub-chart page.Drill down into Client Leaderboard sub-chartYo

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2 months ago

evanrnhallKarbon Team

published in Product Updates

Reset automators, and more!

Reset automatorsIf you accidentally execute an automator in a work item, you can now reset it. To do so, undo the action that activated the automator, click on the relevant automator and select ‘Reset’.An example of undoing an action that activated an automator is unchecking a task in a section that is set to trigger an automator when all tasks in that section are completed. Or, if the automator will activate based on the status of the work, make sure the work status is set to anything other than the activating status before resetting the automator.Note: If the automator caused an action, like updating the work item’s status, that action will need to be manually reverted.This was a feature request from customers, raised in the recently-released Feature Ideas section in Karbon Community. Updates to Colleague Leaderboard in Work InsightsYou can now navigate deeper into your Colleague Leaderboard and see how each colleague’s individual workload is progressing.To find the Colleague Leaderb

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3 months ago

evanrnhallKarbon Team

published in Product Updates

Create contacts during client task setup, and more!

Email smart suggestions When sending emails from a work timeline, Karbon will suggest and display relevant email addresses in the ‘To’ field, based on the details of that work item. This includes emails associated with the contact assigned to the work, emails already on the timeline, and the email address the Client Tasks are being sent to.Similarly, when sending emails from a contact timeline, Karbon will suggest the emails associated with the contact, including secondary email addresses.More information on the smart suggestion rules Create a new contact when sending Client Tasks You can now create a new contact while setting up Client Tasks to send. This saves you time and clicks, versus needing to create a contact separately. Share emails with a direct URL You can now share an exact email conversation from your Triage with a URL. Navigate to the options menu (...) of a specific email, and select Copy Conversation Link.To be able to view this, your colleagues must be Karbon users in

68122

4 months ago

Jess MarcelloKarbon Team

posted in Practice Excellence

We need your help to understand how COVID-19 has changed how accounting professionals work

There are many stats and opinions floating around about the future of work and how the pandemic has affected business. But the accounting industry doesn’t fit easily in a box—it needs its own focus.So, we're conducting our own research to find out how COVID-19 has changed how accounting professionals work.And we need your help!Complete this 5-min survey to share your experiences and expectations for work in a post-pandemic world.We’ll compile and share the results, highlighting changing work habits, trends and expectations, plus everything you need to know to attract and retain the best staff.For every response received by February 4, 2022, $5 will be donated to UNICEF’s Children’s Emergency Appeal. You will also be entered into a draw to win 1 of 5 $200 Amazon or Visa gift vouchers.If you have any questions about the survey, please let me know in the comments below (or you can reach me at jessica@karbonhq.com).I look forward to delving into your valuable insights

4 months ago

evanrnhallKarbon Team

published in Product Updates

Updates to Work Insights, and more!

Updates to Work Insights You can now navigate deeper into your Work Insights with the work status sub-chart. You can drill down beyond primary work statuses to better-understand how long your work stays in each sub-status, helping you to identify bottlenecks and opportunities within your workflows.This is the first of several updates coming to Insights over the coming months!To find the work status sub-chart, navigate to Insights from your main side menu. Your Work Insights dashboard will display the average number of days work is spent in each primary status.When you select ‘View Report’, this data is broken down to expose the average number of days work has spent in each sub-status.From here, you can select the chart’s title and the filters above to adjust your search parameters. Update to work export Exports of work data now include a column for Planned Week. This information shows the week each item is planned in your My Week. To the comments! How do you plan to use this visibili

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4 months ago

evanrnhallKarbon Team

published in Product Updates

Complete Tasks Within My Week, and more!

My Week enhancements More clarity and flexibility within Working on NowYou now have the ability to drag and drop to reorder items within the Working on Now section of My Week. This will provide you with an additional level of prioritization and control.And you can now also bulk-select items from multiple sections of My Week, and move them into Working on Now at one time using the options menu (...).Plus, a more obvious border surrounding Working on Now will help you to more-easily visualize your work.Complete tasks from the My Week overlayTasks can now be marked complete from within the My Week overlay. This means you don’t have to navigate away from My Week when checking off your tasks. Attachment reminderHow often have you sent an email that referred to an attached file, only to be told later that the attachment is missing? That doesn’t need to happen anymore! Now, if you refer to an attachment in an email and press send without anything attached, you’ll be prompted with a remind

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5 months ago

Jess MarcelloKarbon Team

posted in Practice Excellence

The Process Playbook 🎉

We have a new and exciting playbook, just in time for some holiday reading.The Process Playbook is your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes.You’ll discover the 8 best practice steps for tackling this project, including stories from accounting firms that have standardized and documented their processes, plus templates and worksheets to help you on your own journey.Thank you to those Community members who contributed to this playbook—your insights were invaluable.You can download The Process Playbook here. Let me know what you think—would love to hear from you.Enjoy your holiday reading.

6 months ago

Sara GoepelKarbon Team

published in Product Updates

Karbon Update recap & 2022 roadmap preview

Earlier today we held a webinar recapping all of the new features and functionality that we released to Karbon over the last 6 months, and a sneak peek of what we are working on what right now. Check our the recording for a an exclusive look at some of the powerful updates and new features coming to Karbon in 2022. We'd love to hear what you think, so please share your comments, feedback and questions in the discussion below.

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6 months ago

evanrnhallKarbon Team

published in Product Updates

Timer (Time & Budgets), and more!

Originally from June 14, 2021 Today we are releasing another highly-requested feature to make tracking time quicker, easier, more intuitive, and give you one less reason to navigate away from Karbon. TimerYou now have the ability to track your time within Karbon and record it against the relevant work item or contact.From any area of Karbon you can use the timer icon to track time. Karbon will automatically detect what you are working on and suggest the work item or contact to record against.When you stop the timer, smart notes are automatically added based on the activities you have carried out during that time. You can edit these, or add your own notes for more detail.To help avoid scope creep, you will be notified if your time gets close to the remaining budget allocated for that work item or contact.Keyboard shortcutsFrom anywhere in Karbon (when outside of a text input field), you can begin the timer by pressing Alt (Windows) or Option (Mac) ahead of T (Alt/Option + T).And to ente

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6 months ago

Ian VacinKarbon Team

posted in Practice Excellence

[End of year panel webinar] The 2021 Retrospective: The best tactics, insights & trends for every accountant

At the end of each year, we bring together a panel of global experts to recap on the year that was. We talk everything from industry trends and the biggest challenges of the last 12 months, to what to look out for in 2022.This year, I’ll be joined by a fantastic group of people with diverse skillsets and passions, and I can’t wait:Joyce Ong from Tax Nuggets Academy Zac McClure from TokenTax Shonette Sullivan, MBA from The Shekinah Group, LLC Steven Byler from GrowthLab Finance-as-a-ServiceIt’s a not-to-be-missed session, and promises to be jam-packed with the best advice, insights and takeaways to give you an edge leading into 2022.It’s our most popular webinar each year, but spaces are limited. Register now to avoid missing out: https://karbonhq.com/resources/2021-retrospective-webinar/

6 months ago

evanrnhallKarbon Team

published in Product Updates

Colleague Week in My Week, and more!

If My Week is how you organize your work, tasks and email into a manageable action plan, Colleague’s Week is how you visualize what your team is working on.Open My Week in your main menu and select Colleague’s Week.From this point, you can gain a high level overview of your team’s workloads in a filterable list that shows you the total number of items each individual has allocated for each period.To dive deeper into a team member’s week, click on their name. This will let you view their My Week, including their ‘Next Week’, ‘Later’, ‘To Plan’, and ‘Done’ buckets.You can choose to re-organize cards for your team members. Any changes that you make will be highlighted in bold (along with other updated and unread items) for them to view when they next navigate to their My Week. To make it easy for you to begin using Colleague’s Week, you can refer to these resources and frequently asked questions: Can I turn on my Colleague’s Week? Who can see My Week? How can I prevent others from see

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6 months ago

Lise GervigKarbon Team

posted in Product Updates

Support hours over the 2021-2022 holiday period

Some of our team are taking a much-deserved break over the holiday period, which means there may be a delay on any non-urgent support queries.Please continue to provide your feedback, queries and feature requests via Help & Feedback, however, there may be a slightly longer delay than usual.Support hours for the holiday period are listed in U.S. time zone. DecemberDec 24: Support closedDec 25: Support closedDec 26: Response time may be longer than normalDec 27: Response time may be longer than normalDec 28: Response time may be longer than normalDec 29: Response time may be longer than normalDec 30: Response time may be longer than normalDec 31: Support closed JanuaryJan 1: Support closedJan 2: Response time may be longer than normal

7 months ago

Amelia FreemanKarbon Team

posted in Product Updates

Introduction to My Week in Karbon

Earlier today I hosted the first of several run-throughs of the new My Week feature that will begin rolling out to all Karbon accounts from next week. You can catch up on the full recording below, or if you’d like to attend an upcoming live session, you can register here (along with getting a glimpse of what to expect): https://karbonhq.com/my-week/ I’d love to hear what you think, and any questions or feedback that you have. You can add your thoughts in the comments below.

7 months ago

Andi AnchetaKarbon Team

posted in Practice Excellence

Share your experiences with automating client experiences

We’ve recently published an article on Karbon Magazine, asking the question: Client relationships can be automated, but should they?This can be quite a difficult question to answer, with many ‘ifs and buts’, so we thought we would invite Karbon Community members to share their experiences.Beyond Client Tasks in Karbon, how are you driving greater efficiencies through client collaboration and automation, and how are you you ensuring you’re not neglecting the human element?In the article, we share how, at Karbon, we use a combination of automation and human interaction to make sure we’re striking the right balance for everyone involved.Looking forward to reading your take on the topic.

8 months ago

evanrnhallKarbon Team

published in Product Updates

My Week is coming very soon, and more!

My Week in Karbon is how you organize your work, tasks and email into a manageable action plan, outlining exactly where you need to spend your time and when.This new feature will begin rolling out to all Karbon accounts over the coming weeks, beginning today. Learn more, and join a live demo to see My Week in action for the first time.My Week in Karbon is designed just for you. It provides you with a coordinated but flexible plan of how you should spend your time, so you can: Identify your responsibilities Prioritize your time Share your progress Know what’s urgent Action your emails and notes Coordinate with your team To make it easy for you to begin using My Week, you can refer to these resources and frequently asked questions: Register for a live demo of My Week Overview of My Week How is My Week different to your To-do section? Other updates: You can now move Client Tasks between Client Task sections in work templates with a drag & drop. When all tasks in a

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8 months ago

Lachlan MacindoeKarbon Team

posted in Practice Excellence

Share your firm's tech stack and must-have apps

We recently published an article in Karbon Magazine exploring the essential questions to ask when building your accounting firm’s ideal tech stack.The accounting app ecosystem is huge and ever-growing and evolving. It’s near-impossible to keep up with absolutely everything. So we thought we’d invite Karbon Community members to share the app stack that is driving their workflow and efficiency. What are the apps and tools that you can’t live without?

8 months ago

Ian VacinKarbon Team

posted in Practice Excellence

Discussion: Unleashing the power of your Karbon data

Thanks for taking time to review the webinar on Unleashing the Power of Your Karbon Data. If you missed it, you can watch it below: In the webinar, we covered 5 aspects of Karbon’s reporting, data and future journey:Reporting available within Karbon including Insights, Work (kanban), Time and To-dos; In-app exports to enable your own bespoke reporting; Comprehensive exports for data review and bulk updates; New, request-able reports for Billing, Capacity Planning, and Profitability Analyses; Future of reporting with the Industry Cloud.Questions for everyone and your thoughts:What business questions would you like Karbon data to answer? What report would you like to have available to you? (e.g. Time & Billing, Capacity Planning, Profitability, Other?)

8 months ago

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