Replies posted by Nathan Hodgens

3 Replies

N
Rising Star
Nathan HodgensRising Star
asked in Ask a Peer

When to create couple organizations - under scenarios of divorces and MFS

Agreed, but I think it’s important (at least for us) to add a task in our workflow so it’s not forgotten.  But thanks Diane! :) 

4
N
Rising Star
1 year ago
N
Rising Star
Nathan HodgensRising Star
asked in Ask a Peer

When to create couple organizations - under scenarios of divorces and MFS

Thanks Diane - my gut thoughts agreed with you.  Is the reassigning built into your process for MFS cases?  We sometimes do not know until the end which is better for the client, but our onboarding process at the start of the contract asks whether they file MFJ or MFS, but that can later change based on tax savings.  As I write it out though I think we can just add something to our workflow to catch that at the end of the WI.  

4
N
Rising Star
1 year ago
E
Beginner
Ezra LortzBeginner
asked in Ask a Peer

Updating all created Karbon Work by updating template

Agree with Imbi, we’re making edits every day to our templates.  Using the bulk upload service would become difficult to manage.  I’ve just posted similarly on this topic with a few suggestions to include version control and updating template by a section breakdown and checkbox system for all non-completed sections.

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Sr. Karbon Community Guide
1 year ago

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