Replies posted by John Bacon

2 Replies

S
Karbon Team
Simon HiltonKarbon Team
asked in Karbon AI

What should we build next with KarbonAI

Or, what if Karbon AI could summarize all open client requests associated with a single “Person” (Karbon contact, sometimes tied to multiple email addresses for different businesses they own, etc). This could help with manual follow-up when checklist reminders are getting ignored...

27
SamG
Sr. Karbon Community Guide
2 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Here’s a recording of our quarterly roadmap preview webinar for Q2 2022

Thoughts from our firm on the upcoming releases:Calendar:very excited to be able to RSVP to calendar events and open zoom links from within Karbon!Client App:Different logins for each “client” in Karbon is going to be very messy. People hate managing logins and emails. Requiring a contact to have a separate Karbon login for each of their two businesses, their trust, their parent’s returns, their child’s returns, and their own personal returns… ugh. I can hear the complaints now! Ideally there is just one email/one client app account per Karbon contact, which we would choose when setting the contact up in Karbon. Then, we would have the ability to select which email addresses (client app user accounts) can access the client task section we are sending when sending the client task section, as well as have the ability to add or remove contacts who can access the client task section after sending it. That would give us granular control over access to each individual client task section and

15448
MikeLiang
Superstar
2 years ago

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