Hi Stuart
That looks great - exactly what I was hoping for.
David
Hi Stuart,
For us, this is what Karbon has been missing to make it a complete solution. Great work to all there, and looking forward to this becoming widely available - it will totally streamline our processes.
Amazing!
Nick
Looks great @StuartK , cant wait to try!
@StuartK very excited to give this a try! Exactly what I need to close the loop on engagements and billing.
Now, if there was a trigger to set to create an onboarding work item upon signature received, that a would be fantastic.
This is an exciting new feature. We can’t wait to try this.
@StuartK very excited to give this a try! Exactly what I need to close the loop on engagements and billing.
Now, if there was a trigger to set to create an onboarding work item upon signature received, that a would be fantastic.
Can be done using the API. 
I’ve got a half-baked project on my plate right now that triggers follow-on work when a work item is completed.
@StuartK I’m excited about this feature. One thing I LOVE is that the task completes itself when it’s signed. I’d love this philosophy to extend to client requests (specifically for document requests or deliveries).
Also, just curious what kind of authentication methods are on the horizon. For IRS compliance regarding signing form 8879 (our most common e-signature situation), there are minimum authentication thresholds that need to be met.
Can be done using the API. I’ve got a half-baked project on my plate right now that triggers follow-on work when a work item is completed.
@StuartK I’m excited about this feature. One thing I LOVE is that the task completes itself when it’s signed. I’d love this philosophy to extend to client requests (specifically for document requests or deliveries).
Also, just curious what kind of authentication methods are on the horizon. For IRS compliance regarding signing form 8879 (our most common e-signature situation), there are minimum authentication thresholds that need to be met.
We don’t have Approval/eSignature completion in the API yet - but it’s a nice idea! If the signature gathering process was it’s own work item you could definitely use the API and the WorkItem webhook to create all sorts of interesting automations.
We’re looking at knowledge based auth (KBA) for US tax workflows later in Q4 2024 - we know that KBA is required for 8878 and 8879 forms and therefore a really important part of how tax works for US firms.
We don’t have Approval/eSignature completion in the API yet - but it’s a nice idea! If the signature gathering process was it’s own work item you could definitely use the API and the WorkItem webhook to create all sorts of interesting automations.
In my model, I trigger follow-on work based on work status, so since the signature request completes itself when the client signs, I assume automations related to the section will still fire, so follow-on work could still fire mid-work item based on the work status.
We’re looking at knowledge based auth (KBA) for US tax workflows later in Q4 2024 - we know that KBA is required for 8878 and 8879 forms and therefore a really important part of how tax works for US firms.
KBA would be great! I’m curious to see pricing.
