Replies posted by Wagscpa

3 Replies

A
Anonymous

Liscio integration

I have communicated with Liscio and they say they are waiting on Karbon and Karbon says they are waiting on Liscio.  Dear Karbon and Liscio,I pay too much money to both companies to be sitting here waiting to find out if anyone at either company cares about the customer experience.Liscio has better secure communications and a more developed portal along with texting and digital signatures.  Karbon has excellent workflow features and triage.Without integration I have to check Liscio every day and then I have to check Karbon every day.I really do not believe that the people at either company are prioritizing this integration at the level that they should be, and, Liscio and Karbon are the companies that announced the integration.  We, the users did not.  So Karbon needs to stop saying that they are waiting for Liscio and Liscio needs to stop saying that they are waiting for Karbon.  Your users are sitting here in the crossfire and that needs to end.  Your products either do what they say

2308
Wagscpa
Beginner
2 months ago
Samantha Tweddle
Beginner
Samantha TweddleBeginner
asked in Ask a Peer

Export client task responses

I just voted and posted on the feature request in the community. This feature is a “must have” in my opinion.  I understand those that posted workarounds.  But if I need too many workarounds then I lose the benefits of the gains from using the system by the detriment of managing the workarounds.  In my simple corner of the world, I should be able to easily print almost anything within the software.  And kudos in regard to the email printing as I do like the way that that feature is implemented.

11
Wagscpa
Beginner
1 year ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Changes to Client Portal are coming

I was going to create a separate idea for this but I saw the word “Documents” on the left sidebar in the portal shown in the roadmap video from about 10 months ago and then I read this thread.  @Amelia Freeman will the portal eventually include a way for clients to upload documents that haven’t been requested, such as an IRS letter, or allow us to upload documents that the client hasn’t yet requested, like their completed tax return that they can then retrieve at a later date.  Both of those things occur in my practice now within Liscio and if the Liscio and Karbon integrations do not become more robust I may have to abandon Liscio but then I lose the portal features I just describe, texting features, and digital signatures with KBA.

184326
SamG
Sr. Karbon Community Guide
1 year ago

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