Replies posted by Tim Charles

8 Replies

M
Beginner
Morgan WintertonBeginner
asked in Ask a Peer

Mass Email

I was very surprised to find that email to all or email to all in a client group is not a standard feature in Karbon, as it is standard in other accountancy practice management software.I’ve read the workaround with MailChimp, the problem with MailChimp is that most of the emails will go into the clients' clutter or junk folder.But when we send emails from Karbon, they come from are usual email address into their inbox.Karbon this is an essential feature, please push it up the road map to the top.  

7
Tim Charles
Rising Star
21 days ago
P
Beginner
Priscilla TaylorBeginner
asked in Ask a Peer

Multiple Email Addresses

Does anyone have a timeline for the release of shared and delegated email inboxes?I desperately need this feature.

6
SamG
Sr. Karbon Community Guide
22 days ago
N
Beginner
Nick FairBeginner
asked in Ask a Peer

Karbon Implementation

Reading other replies, the QB time integration with Karbon doesn’t sound good.  Although it’s manual intensive, I’m currently getting the time report from QB and fee income from Xero and working out the profitability on Excel.

4
Tim Charles
Rising Star
5 months ago
L
Beginner
Lisa RaicheBeginner
asked in Share Tips & Best Practices

changing email subject line

Hi, another vote for the option to change the subject line when you reply.  Some clients send emails with no subject lines, or the subject line really needs to change, but you would rather not start a new email thread.Thanks, Tim

3
Tim Charles
Rising Star
5 months ago
Miya
Rising Star
MiyaRising Star
asked in Share Tips & Best Practices

What are others preferred tools?

Another vote for LastPass.  I’ve been using LastPass for a couple of years now and couldn’t function without it.Tim Charles 

14
Automation n Stuff
Rising Star
5 months ago
N
Beginner
Nick FairBeginner
asked in Ask a Peer

Karbon Implementation

I’ve been using Karbon for +1 year. Great product, but I don’t think it can match QB time for easy of use in recording time. Is there a way to keep on using QB time for recording time, and then integrate the QB time data integrated into Karbon for practice insights? 

4
Tim Charles
Rising Star
5 months ago
AntoniyaB.
Superstar
AntoniyaB.Superstar
posted in Ask a Peer

AML Tool Integration - what AML system do you currently use? (UK)

Hi AntoniyaGood question.  I’m looking for a AML solution.  I’ve just had a demo with FirmCheck AML, the chairman is one of the founders of Xero.  Ideally, I want an AML solution that has a deep 2-way integration with Karbon.  What solution are you using?RegardsTim  

5
V
Beginner
5 months ago
K
Beginner
Kellly HallBeginner
asked in Ask a Peer

Who uses QB time

I’m a massive fan of QB time.  Many of the accounting leaders/gurus/mentors in the UK are telling accountants that they shouldn’t keep timesheets and that timesheets are bad for productivity.  We started keeping timesheets 3 years ago and it was THE BEST EVER decision.  We now have accurate data on who are the profitable and unprofitable clients.  We can review what's happening with unprofitable clients, either the team need more training, or we need to re-price the clients fee.  If the client says YES, it’s a WIN, if the client says NO, and leaves it’s a WIN, because it frees up more time for profitable clients.  I’m new to Karbon, but I think you can’t beat the UX and UI in QB time, and I was delighted when I heard Karbon integrates with QB time.

4
Tim Charles
Rising Star
1 year ago

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