Are we able to see a demo before it goes live? Hard to imagine how it works by just reading about it.
Hi @Amelia Freeman
Is there two factor authentication with the client portal? I’m not sure how this is more secure than before, as mentioned in the ‘How to Guide’, where it states: “It’s a safer and more efficient way to handle your accounting and tax.”
Previously, the link in the emails to the client task checklists break - good for security. The URL to the client portal will be a static URL that is fixed per accounting firm. Is this correct? Which means, the only security is the password that the client makes?
These are some cool upgrades. I like that this allows clients to see a history of requests. However, I do worry about the security. Emails are so easily hacked, especially nowadays when most people are always logged into their emails on their cell phones. If a cell phone is stolen, the data is at risk. There is so much sensitive data in tax documents, I think another layer of security (like the PIN used previously) is necessary.
@Amelia Freeman You write that the Magic Link “can't be accessed by anyone other than the users it’s sent to.” As I understand Karbon’s implementation, the Magic Link can be accessed by anyone in possession of the link regardless of how they might have obtained it. As such, there’s nothing inherently “secure” about the Magic Link. The link is only secure to the extent that it is kept out of unauthorized hands.
Can you elaborate a bit on this?
These are some cool upgrades. I like that this allows clients to see a history of requests. However, I do worry about the security. Emails are so easily hacked, especially nowadays when most people are always logged into their emails on their cell phones. If a cell phone is stolen, the data is at risk. There is so much sensitive data in tax documents, I think another layer of security (like the PIN used previously) is necessary.
I agree that the new ‘magic link’ is a step backwards in security from the PIN concept.
Will reminder emails for tasks sent prior to the Portal be accessible via PIN or via link?
Can my team still send requests to prospective clients? We use the “Client Task” section a lot for onboarding and implementation. Sounds like they have to be “Clients” in Karbon in order for us to use the magic link? Or is that simply if they want to sign up for the actual portal itself?
Hi All,
Thank you for all of this valuable feedback we have received on this post. We heard you and are working on providing additional information to you over the next 24 hours.
We will be posting additional documentation with further clarification on your security questions tomorrow.
For the demo request please see a video attached here for an overview.
Preview of Karbon Client Portal
We appreciate you, and look forward to all the exciting product features that are coming!
Leigh
Can my team still send requests to prospective clients? We use the “Client Task” section a lot for onboarding and implementation. Sounds like they have to be “Clients” in Karbon in order for us to use the magic link? Or is that simply if they want to sign up for the actual portal itself?
Can you clarify this? With the existing portal, you can only send client tasks to contacts. This will remain for the new portal.
Thank you for providing the preview video. Very helpful to see it.
In the FAQ’s, there is a question, “What if I delete a contact?’. It mentions that the client’s client portal account would be deactivated when a contact is deleted. However, we do not delete any contacts in Karbon. We only change their status to ‘Archived’, which is really just another client status.
Would you be able to provide the functionality to manually de-activate a client’s portal without actually deleting the client? We prefer to keep the history of a client instead of deleting them.
Thank you for providing the preview video. Very helpful to see it.
In the FAQ’s, there is a question, “What if I delete a contact?’. It mentions that the client’s client portal account would be deactivated when a contact is deleted. However, we do not delete any contacts in Karbon. We only change their status to ‘Archived’, which is really just another client status.
Would you be able to provide the functionality to manually de-activate a client’s portal without actually deleting the client? We prefer to keep the history of a client instead of deleting them.
Hi Melissa. I would suggest adding this as a feature idea for us to consider in the future.
The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal.
Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
So many un-answered questions!
The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal.
Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
So many un-answered questions!
Hi Katrina. Please see the FAQ documented in the information above. I’ve posted it here for quick reference. https://help.karbonhq.com/en/articles/6403571-client-portal-faq and https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide
The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal.
Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
So many un-answered questions!
Hi Katrina. Please see the FAQ documented in the information above. I’ve posted it here for quick reference. https://help.karbonhq.com/en/articles/6403571-client-portal-faq and https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide
Hi Amelia, this doesn’t answer my key question: What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
The video provided shows a login. there’s nothing referencing this in all of the rest of the information regarding the portal.
Can you confirm how the login will work? Can clients log in to Karbon directly and see any open tasks? What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
So many un-answered questions!
Hi Katrina. Please see the FAQ documented in the information above. I’ve posted it here for quick reference. https://help.karbonhq.com/en/articles/6403571-client-portal-faq and https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide
Hi Amelia, this doesn’t answer my key question: What if they have open tasks from multiple work items, and/or for multiple clients in one client groups?
Through the login they will be able to see any client request section that was sent to them with the email they are logging into it. They will see each work item they are involved in (by having a request sent to them) and if the email they use is on multiple clients, they will see all of those. They will not be able to see anything they have not been sent. They will not be able to see a client request section sent to someone else even if it was on the same work item.
Thank you Amelia! That is huge for us!
Hi there. For more information on the Client Portal security, please see this article: