Replies posted by Elizabeth Jones

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max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Share Tips & Best Practices

Client onboarding with API automation [Human Accounting Mastermind Group Project]

It would be amazing if Karbon would create an engagement agreement add-on that brought the work of Ignition in-house. That would/could possibly eliminate so many issues and be way more effective. I have Practice ignition and am cutting them. I love the features but the expense is ginormous. I need a cheaper, more efficient method with features like options on engagement agreements and taking payment info directly in the engagement signing process. I was looking at GoProposal but I don’t think it’s going to get me any further. Quotient seems to be an option but again, no integrations will work. Moving from signed engagement to onboarding seems like it will always need to be manually initiated.

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Beginner
1 year ago

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