Replies posted by ryann

8 Replies

Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We are just looking to change this for the coming tax year.  How do you handle the client task notifications going to the assignee of the work? We want to see notifications so we know when questions arise or clients are having difficulty.  However, the sheer number of client tasks will create enough notifications to inundate staff. Please share how you have overcome this!

21
Cindy Hart
Rising Star
1 year ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We also send a link to a client questionnaire in the client task.  We also send them a personalized list of documents they sent in the previous year and that they upload those again.  We have an additional item requesting any new documents received for the new year so we can update their list. Our Template has a client task that sends automatically at the end of January.  It contains our engagement letter link, client questionnaire link and their personalized list of documents.  Once they have checked off all their boxes, the work item automatically moves to Prep.  This worked great last year. Diane, I am curious how you handle the notifications for these client tasks.  Is the work assigned to an admin, tax preparer or alias in Karbon during this time?  I don’t want staff inundated with these notifications every time someone uploads something!  Can we chat for a few minutes about your process?

21
Cindy Hart
Rising Star
1 year ago
ryann
Beginner
ryannBeginner
asked in Ask a Peer

Virtual Assistant with Karbon Experience?

General admin (client management, work flow tracking, work/task creation, work template creation… while also answering phone calls and managing emails) We are having trouble finding admin help right now and the time/effort required to champion Karbon is further filtering our options. 

10
Victoria Peters
Sr. Community Champion
7 months ago
ryann
Beginner
ryannBeginner
asked in Ask a Peer

Virtual Assistant with Karbon Experience?

I had not considered, as I expected the learning curve to be even more timely.Can you share what training allowed you to become champion remotely?Thank you!

10
Victoria Peters
Sr. Community Champion
7 months ago
ryann
Beginner
ryannBeginner
asked in Ask a Peer

Virtual Assistant with Karbon Experience?

Thanks, Max!We implemented Karbon practice-wide two years ago.  We are having trouble getting new admins versed in Karbon and wondered if a virtual assistant (not full-time) already familiar with Karbon could be an option.We love Karbon, but there are so many details!  We have detailed processes regarding work creation and contact creation.  I think we still need a process for creating/revising work templates.But, really, we need an admin that can handle day-to-day tasks in Karbon.  Any thoughts for training new admin users, beyond the Karbon trainings?  We have talked about creating practice work for new users, just thought maybe other current users would have some brilliant ideas!

10
Victoria Peters
Sr. Community Champion
7 months ago
A
Anonymous

Document management in Karbon

@Jana Sharefile is not on the immediate roadmap but we are keeping it under consideration. I also vote for Sharefile!

200557
SamG
Sr. Karbon Community Guide
5 months ago
B
Rising Star
blueprintbrianRising Star
asked in Ask a Peer

Client task but only with email

I’ve got an idea where when a work item hits a certain stage, such as: Books closed each month;  Tax return in for review;  Tax return ready for signature; etc. That an email automatically sends to the client. Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed.  On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task.  I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that th

3
ryann
Beginner
1 year ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Feature Request: Drag and drop into client tasks

I have a feature request I would love to see implemented.  We are in the process of updating our tax work items.  In a regular section, I can copy the update from my working copy and then drag the changes into the correct section.  For Client tasks, this feature is not available.  I end up having to add each update individually, which is very time consuming.  If I could also drag and drop into a client task, this would really speed up the process. We can’t reset the work item to the template.  The client task has a set first 5 tasks and then it is individualized for each client.  We are trying to update our first 5 tasks without loosing the individual tasks. If you can drag and drop into a regular section, why not make it so you can drag and drop into a client section as well?  Please request this feature as well if you think it would be useful. We would love to be able to drag and drop tasks from regular sections to client sections and vice versa!

3
Robert Abramowitz
Beginner
1 year ago

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