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Replies posted by Simon Hilton

16 Replies

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Jeff RudnerBeginner

posted in Share Tips & Best Practices

Anonymous

published in Share Tips & Best Practices

Discover how Pretium Solutions is saving time and boosting productivity with Karbon Practice IntelligenceKPI

@Greg Rouland and @SamG This could be found in the Work Status report and filtering by person and completed work. If you would like to understand the budget of the completed work then possibly the Budget report as well. I hope that helps :)

3153

9 months ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

Hello there! I have been using Karbon AI for client communication, this has been great. However, I noticed when i use the AI to change the email tone, it simply takes what I wrote and re-writes it, without giving me the option to view what I had written, side by side with what it’s going to be replaced with. My concern, is there may be important details missed, I had thought of in the original message, which do not make it to the revised version. It would be great to have some way to see them side by side and choose to actually use the revision, adjust it, or add important details the AI decided to take out, that we deem crucial to the conversation. Great suggestion @David Perry . Has you lost any important details thusfar?

2 months ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

Something that comes to mind are Client Requests… For example, client replies to a Client Request email, attaching a file I’ve requested, but doesn’t mark the task as complete. Client receives a reminder or two and then complains they’ve already sent it (albeit not followed instructions). Maybe AI could recognise client has sent something in relation to the Client Request, pause/snooze reminders and advise me of this (via a notifcation in Triage “I’ve snoozed reminders on this checklist as the client may have sent you the files and not marked it as complete” - AI) A thought from an experience today 🙂 Thanks for this @SamG. How comfortable would you be with KarbonAI making these decisions. Would you like it to check with you first?

2 months ago

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... This is a great idea @John Bacon

2 months ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

What I would love to see would be to have the AI read my tax return summary and create an email to the client summarizing it for me. In other words, your income is up XXX, you saved xxx in taxes by taking the mortgage interest deduction etc. I’ve been trying to find a quick way to do this for years! It would save so many man hours and provide better client service on our side. This is where we would like to go for sure, although we would need to train it to be highly accurate. Thanks for your suggestion :)

2 months ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

I have found that when searching a client to tag emails and things to them, Karbon rarely gives options that are most relevant to what you have been working on most recently for that client. For example, all throughout tax season, we are working out of and tagging new emails and notes to a client’s 2022 T1 work. However, almost every time I type their name, whichever work item I have obviously used last for them often needs to be found under several future planned work items, or just other unrelated open work items first. Not sure if this is an AI issue but I feel like Karbon should have some sort of capability to recognize what work items you have been in the most recently for a client and bring those options to the top of the list when searching for their name. @Shae-Lynne Craig It sounds like you would like some smarts around the “most likely” thing to select based upon some AI smarts. Whether that is searching or allocating emails, work or contacts. Does that sound accurate?

2 months ago

Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman I utilised the AI drafting of an email and it didn’t give that option… it just pulled through the company name, not the associated person/s. Perhaps this isn’t a function yet when using AI? Hey Fiona, No, this is not an option yet but its on our list of improvements. Thank you :)

101326

1 month ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

I would like to see An AI generated morning email/notication summary of tasks due for the day or week for yourself or selected team/client. An AI generated suggested task list for a work item based on a prompt . sometimes it is not easy to start a work item for a new procedure from a blank slate and this will give a boost to productivity. AI suggested scheduling of work. It can almost be an autofill of my week based of past history when a task gets planned and ticked off /time taken to complete (if available) and can also take into account your meetings schedule based on a linked calendar. This is great @Ilan Goldman , For number 2 is that when you are creating a work template?

2 months ago

Amelia FreemanKarbon Team

Email task in a work template

@Amelia Freeman I utilised the AI drafting of an email and it didn’t give that option… it just pulled through the company name, not the associated person/s. Perhaps this isn’t a function yet when using AI? Yes. We are aware of this Fiona and considering when we can improve this. Thank You :)

101326

1 month ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

I’m still finding the summarize feature does not summarize the internal comments, instead just the email chain, will this be changing in the future? Comments are included in email summaries now. Please try again and let me know if there are any problems.

2 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Karbon AI -- What do you hate? What do you love?

We are trialing AI before a wider roll out. Only problem we have come across to date is that you can not remove the 'summary'. I feel this could be important if you feel it has missed anything critical or taken anything out of context. Anyone come across any solutions for this. Hey Michelle, if any more context is adding in new replies or comments then the summary will be marked outdated and you can regenerate it. Is there any other reason you would want to remove a summary?

5 months ago

maxSr. Karbon Community Guide

posted in Karbon AI

Enhancing Karbon with AI: An Accounting Firm's Vision for the Future

These are great ideas and some we have considered. Thanks @max What thoughts did you have @Brad ??

15 days ago

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