Replies posted by Darius Tullis

4 Replies

Marshall Martin
Beginner
Marshall MartinBeginner
asked in Ask a Peer

GoProposal vs Practice Ignition and why?

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12
SamG
Sr. Karbon Community Guide
9 months ago
Marshall Martin
Beginner
Marshall MartinBeginner
asked in Ask a Peer

GoProposal vs Practice Ignition and why?

My experience with Practice Ignition customer service have been horrible. When I left a bad review of the product and told others of my experience their head of customer service had my account removed and banned me from the platform. If you have a small or minority owned firm I do not recommend working with them. Also, for some reason, the company doesn’t seem to be growing. Their customer base is small and, last time I checked, they’re creeping away from their core brand and trying to broaden the appeal of the product to other professional besides accountants (I don’t like that).1 star do not recommend 

12
SamG
Sr. Karbon Community Guide
9 months ago
D
Beginner
Darleene ReeveBeginner
asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

I do not recommend storing client cc details in Karbon notes. You need a secure encrypted solution to store the card info where no one can see it. What you’re doing may be convenient but it’s a liability risk for you. We have been struggling with this, since Karbon suggest you can put them in the details as they say they are secure enough. We are not really interested in a LastPass or something like that.  Is Microsoft 365 secure enough? We could link to a online excel sheet as @Rebecca Williams does with a google document.  You can save your client credit card details or bank account details within the Quickbooks sales receipt feature. This will hide the account information (keeping it secure) while allowing you to charge the card/account as needed via sales receipt. Other than that, I’d recommend a secure platform with an audit trail so you can see who accessed the information and when. Karbon may be secure enough for information that sensitive but it has no audit trail that

6
Rebecca Williams
Sr. Karbon Community Guide
10 months ago
D
Beginner
Darleene ReeveBeginner
asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

I do not recommend storing client cc details in Karbon notes. You need a secure encrypted solution to store the card info where no one can see it. What you’re doing may be convenient but it’s a liability risk for you.

6
Rebecca Williams
Sr. Karbon Community Guide
10 months ago

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