Home
Product Updates
Open Karbon
Support

Home
Search

Replies posted by Tom Kneeland

26 Replies

Newest First

Oldest first

Ivan RiosBeginner

asked in Ask a Peer

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

@max I got dead ended here. On another front do you know if I can use the API to add “people” contacts to an existing Client group? Thanks a million!Tom

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

@max Would you be willing to invite me into your pipedream account to resolve this together?email is tkneeland@kneelandcpa.com

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Is there a Beta Version for Google DMS

Any updates on google development? Can the Kabob dev team post here on this?

5 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

@max unfortunately I can’t reset to the template says it will break the link to the link to Lacerte. Counting on the development team. 😊

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

Thanks a million!Tom

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

@max Any epiphany overnight 😊

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

Pipedream it is then. Pipedream does python, Java, or web hooks. Would love to get this done. 🙏

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

The roles do exist, but are not populated. I used pipedrive today just to see if I could make it connect. My preference would be to code this in Zapier. However, we can stick with pipedrive as it does do webhooks. Thanks a million,Tom

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

Are you interested in getting this done automatically every time certain work items get created? If so, we could build the functions and deploy it to work on all “New” work that fires from a webhook, then apply the same functions to do the cleanup of already-entered work. Yes.However, I also need a script that will go in and assign the roles for 2022. I exported all 2022 tax projects and added the roles columns to the far right, populated with names. Now I just need to figure out how to push this back into Karbon/IPM. The IMP AP{I is the same as the Karbon API.

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Update roles on existing work using the API

Max, Am I way off? No What is the tax software (this is a gap in my understanding of IPM) It is Lacerte Is it possible that you can assign roles at the template level and they will apply when adding work in the future? (doesn’t fix the current issue, but might make it a one-time thing) No, IMP/Lacerte does not allow for this. Are you able to export lists from IPM of the work that doesn’t have roles? (specifically with the work keys visible) Yes, I can download work with the work key in column A.Thanks so much for the help. Doing this at this late stage of tax season is “killing” me:)

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Unsuccessfully trying to add work schedule using the API

I am sorry I cannot help with the above. I am actually hoping you may be able to help me with something. I love your postings on the Karbon Community boards. I am an IPM user, which is still Karbon. It turns out that IPM populates all of your tax jobs with no staff assignments to the role assignee. Also, Intuit does not allow Excel bulk download and upload of these fields like Karbon does. I have used Pipedream and connected via API Karbon and Python. I don't suppose you have ever written a Python script that would let me accomplish assigning all roes for tax jobs containing 2022 in the work title to:something like the following:Admin on all work Admin roles = JoePartner on all work partner roles = JohnReviewer on all work Reviewer roles = MaryPreparer on all work Preparer roles = Tom I have 500+ jobs, so doing this manually will kill my tax season. Any guidance would be great. Thanks,Tom PS, keep up the great work!

1 year ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

Erin any chance of a Google Drive DMS beta? I really need this functionality.

5429

10 months ago

LD7ESuperstar

asked in Ask a Peer

Work Creation - Bulk Change Create Work

Does the Karbon team reposed quickly to getting the bulks Excel sheet to you and then uploaded to Karbon. I am with IPM and they are sooooooo slow.

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

1099s

Vendor’s:Name, address, EIN,TIN, amount paid. Also separate tabs for the NEC and the MISC. Thanks,Tom

1 year ago

JanaRising Star

asked in Ask a Peer

Grammarly

LanguageTool currently works.

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

documents list

Thanks everyone. Max let me know when you can share the document.

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

documents list

I'm in US, but familiar with CDN taxes so it may help. Thanks.

1 year ago

Brian DavisRising Star

asked in Ask a Peer

Karbon and Sureprep

You can also use fireshot to save the email or a section of email on the browser to PSF and then drag. Two steps but it works for us.

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Very helpful. How are you thinking of creating the list? Also, when I have used product like TaxCaddy etc. the generic list always is tough for those with Schedule C/E etc.

18 hours ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

@max Do you send a separate data collection questionnaire to get the tax forms from the client? I am a Lacerte user (was CCH for decades), and I am debating whether to use Intuit Link. The best thing about link is the percentage completion of requested docs on the dashboard. This way you can chase clients ahead of putting the return into ready to start. However, I have always liked using forms that are much more slick on Web and Mobile, so clients really enjoy the experience interacting with my firm.

18 hours ago

Tom KneelandRising Star

asked in Ask a Peer

Google Drive DMS

Oh, No!. Part of the reason I came onboard was for the Google Integrations. I have been with Microsoft and their system far too hard to manage. I hope @Ian Vacin has some insight.

5 months ago

Erin JamisonKarbon Team

posted in Ask a Peer

Question for everyone: Have you used the new Time & Budgets feature? If so, what's your experience been like?

I did stop using TSheets. I would like to just use the Karbon built-in time. A timer feature and rounding up to the nearest 15 minutes option would be great.

3 years ago

Page 1 / 2

Badge winners

naomi_paulsonhas earned the badge Idea Generator 5
Michelle Milner-Eradhunhas earned the badge Collaborator 5
Paul Richardsonhas earned the badge Idea Generator 5
Smittyhas earned the badge Topic Starter 5
naomi_paulsonhas earned the badge Collaborator 5

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.