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Replies posted by kylenecarse

126 Replies

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Oldest first

Simon HiltonKarbon Team

asked in Karbon AI

Timesheet - "Q1-Auto Lock on Daily", and "Q2-Filling up timesheet after completion of each WORK."

@Sandip Suthar Great questions and I’d definitely vote for the feature request too if you make one!

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

@Tom Kneeland This is an area we struggle with too. Would love to hear how others are navigating this.

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

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

Ohhhh good to know. Scrapping that idea now. Thanks @max

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

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

@Ashliegh Evelyn we use PI, but have encountered the same issues as Max listed above, accept they did add the option to send to multiple people. The integration with Karbon though was more cleanup and time vs just adding manually. @max we were looking at GoProposal, but it looks like the QBO side and payments may not be as streamlined as I thought?!

1 year ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

Karbon Practice Intelligence: Field that should be available is not available for use in a measure

Following! We can’t get this either.

1 year ago

WagscpaBeginner

asked in Ask a Peer

Have Liscio, may be adding Karbon - Any Advice From Liscio and Karbon users?

Hi there @Wagscpa - sorry for the delayed reply to your post. We are both Karbon and Liscio users. And still patiently waiting for the next and improved integration between the two.I am going to be honest, I struggle with Liscio and the communication within their platform. I much prefer emails through Triage that can be tagged to work or a contact and then collaborated on with the team. Liscio has zero team collaboration. Liscio’s mobile app, signature capability, contact info updates, and tag system are helpful though, which is why we stay with them. Once Karbon has e-signature, we may move. As far as add in Karbon, I would definitely recommend you make sure your contact and account lists are super clean and up to date so that when you sync, the data that comes to Karbon is clean also, and minimizes clean up.Karbon’s triage is so great, so I would definitely look hard at that and see if that would work with how you communicate with your clients. Hope this helps! Happy to answe

1 year ago

LD7ESuperstar

asked in Ask a Peer

Work Creation - Bulk Change Create Work

We use the Karbon team for bulk changes like this, but are toying with switching to API like @max !!

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

@Jonathan Gibson no, our engagement letters for our tax work are all standard language. We are in the process of converting clients to monthly engagements, but we still have a lot of legacy tax only clients that we needed an easy way to get engagement letters and our annual questionnaire out in one easy consolidated way. Here is what we send to our individual tax only clients: https://bwco-individual-tax-questionnaire-2021.paperform.co/We are hoping to eventually get back to the client requests in Karbon, but for now we are sending out in Liscio with our standard tax season message to clients. @DianeK it’s great to hear the magic link and requests are working well!

8 days ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

@Jonathan Gibson Good to hear from you!We decided to abandon Typeform and found a tool that is easier to extract data from and the resulting PDF is also much easier to read. We are now using https://paperform.co/ for several reasons. 1 - much easier to read out put on the back end and also keeps stats on answers and tracks if clients are getting stuck on certain answers.2 - there is an e-signature function for no additional cost so we have added our engagement letter to our annual questionnaire so that we only have to send the client one packet that they can complete at one time. So far we are liking it much better than TypeForm.Only downside is the building of the questionnaires takes a little more time as the interface doesn’t work as easily as TypeForm for conditional questions. Can’t wait to hear what @max has been up to!

8 days ago

Brian DavisRising Star

asked in Ask a Peer

Karbon and Sureprep

@Brian Davis we don’t use Sureprep, but the drag and drop feature is about the only thing I miss from Outlook desktop. I am not sure there is a capability with web applications to drag from the web and drop to a different folder. I know I can’t do this in the Outlook cloud app either, so it may be a limitation that has to be worked around. Will be interesting to see if any others have work arounds for you.

1 year ago

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

We use RingCentral for our phone system, which allows for text messages on the direct lines and also our main line. In our RingCentral settings, we can toggle a switch to send emails to us any time a text or voicemail comes in. This works great, because now we have texts and voice message transcriptions in Triage, which can be tagged to the work or client.

5 days ago

KamleshBeginner

asked in Ask a Peer

Managing client records

We are doing this process as well. We don’t move the work along until we have the large majority of what we need. But what we are running into now as we move closer to the 10/15 deadline is that if we don’t start to move some work in the queue to the next step, we will end up with a huge bottleneck for our team member who does all the scan/autoflow work for our tax returns. We decided to move files that are 90% complete through the process to prevent and spread the backlog. This does mean that some information will have to be manually entered, but it will help the backlog at least and relieve pressure from our one team member.

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

@Amelia Freeman We are in MS365 and use the browser app only for the Outlook Calendar. Yesterday and today, I was able to click on the Yes button, it stayed blue, and then synced into the calendar appt as well!Not sure if there was a fix, or maybe this works for use because we are not using the desktop app, and only the web application.Either way, glad we have this function now!

89633

1 year ago

Brian DavisRising Star

asked in Ask a Peer

CRM

@max do you find any issues with clients that are assigned to more than one group, with work assignments? Sometimes we’ve noticed that not all work will appear under the related company group because some of it was linked to a different group they belong to.

1 year ago

Brian DavisRising Star

asked in Ask a Peer

CRM

Here is a feature request that is Under Consideration:Custom Fields / Tags | Karbon Community (karbonhq.com)

1 year ago

Brian DavisRising Star

asked in Ask a Peer

CRM

@Brian Davis Great question, and I wish I had a great answer for you. This is something that has been requested to Karbon, as there isn’t a field readily available. We use the Description field on the Details tab to note the referral source for now. It’s not a searchable field but at least the data is captured. I’ll try to find the feature requests on this topic and post back.

1 year ago

KamleshBeginner

asked in Ask a Peer

Managing client records

@Kamlesh - this question could probably generate multiple different responses in all sorts of directions.Could you provide a few more details:How large is your team? Are the incoming files tied to specific work items in Karbon? If yes, are you utilizing a process with the start date and statuses within the work? Who receives the paper documents and how do you digitize them once received? What document management system are you using to store all incoming files? Are you using Karbon’s Client Requests or a different secure file transfer system?There’s a lot of ways to successfully tackle this, but knowing more about your specific details will help us all be able to chime in with suggestions that could work for you!

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

@max @Tara @SamG Great thread y’all! Sam you are spot on - insane quirks for sure!I am excited though that we do have some functionality now as a MS365 user, and looking forward to more in the future!

89633

1 year ago

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