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Replies posted by Ken Rogers

33 Replies

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Gary WoodRising Star

asked in Share Tips & Best Practices

Tax Organizers

Does anyone use the client tasks in place of an organizer? Our current system (Link in ITO) has an engagement letter, questions, and document requests. If using client tasks - to you have three client sections and have the client complete one before getting the next step or do you have this as one client section?

1 year ago

Ken RogersRising Star

asked in Community Feedback

Karbon and Intuit Practice Management

Thanks, I have been following the feature requests and it is good the hear their some linkage.

1 year ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

Here is a link to the feature request

1 year ago

Anonymous

OneDrive added to document management, and much more!

I am noticing that items such as the one drive integration and the new client portal are not available in the Intuit Practice Management version of Karbon. I had asked before but I repeating the question, what is the timeline for the rollout of new features for IPM. In a related question, is there a way to indicate in the product updates section Karbon vs IPM so we can plan accordingly?

148626

11 months ago

Anonymous

OneDrive added to document management, and much more!

Jay - I truly appreciate the quick and complete feedback!

148626

11 months ago

Anonymous

Karbon Client Portal is here!

Hi - what is the ETA for this to be in IPM Powered by Karbon?

283235

1 year ago

Anonymous

Calendar integration is here! (and more)

Hi - what is the ETA for this to be in IPM Powered by Karbon?

125431

6 months ago

Anonymous

Calendar integration is here! (and more)

Amelia - thanks for the reply. I have watched the videos and am looking forward to these new features.

125431

6 months ago

Ken RogersRising Star

asked in Ask a Peer

Work Around for lack of Tags / "Multi-homing"

@kylenecarse Thanks so much for this idea. I think this is going to do just want I needed!

1 year ago

Rob LileRising Star

asked in Ask a Peer

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

@Kim Clemmer This was very helpful to get your POV. I could see adding a section for ‘next year’s notes’ or ‘client FYI’ so that gets created next year and just update the engagement letter task price and due date sections before sending the client request each year.

1 year ago

Ken RogersRising Star

asked in Ask a Peer

Contacts Best Practices

@Terri Warren Thanks for your insight - yet another good reason for both the taxpayer and spouse to be in Karbon.

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Client request still asking for a PIN

I am having a similar issue in that I am sending client requests - they get an email and can update using magic link BUT when they log into their portal there are no requests - see my test below. Via Magic Link After logging in:

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Client request still asking for a PIN

The client email (and this is consistent with my test) used on the client request is the same email associated with the client portal.

1 year ago

Cynthia VinczeRising Star

asked in Ask a Peer

How do I change the Base Template in Repeating Work?

@Cynthia Vincze ... That Base Work Template field is only for informational purposes so you know what template was used to create that Work… is just what I wanted to know - thanks!

1 year ago

Ken RogersRising Star

asked in Ask a Peer

My Week sorted by Status

Here is an interesting update - I went into work - created a view for this week - sorted by status and then went back to My Week and the issue seems to have been resolved.

5 months ago

Ken RogersRising Star

asked in Ask a Peer

My Week sorted by Status

I wrote too soon - the issue has occurred again and the view in work does not seem to be working its magic. Anyone else with this issue?

5 months ago

Ken RogersRising Star

asked in Ask a Peer

My Week sorted by Status

I tried the hard refresh and no luck. I will hit up support in the morning.

5 months ago

Ken RogersRising Star

asked in Ask a Peer

My Week sorted by Status

Thanks for checking in - someone in support is looking into this.

5 months ago

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