Replies posted by Jessica N Moon

3 Replies

Jessica N Moon
Beginner
Jessica N MoonBeginner
asked in Ask a Peer

Sending a client a link to their reports

Thanks for those suggestions. Appreciate the guidance and help. Gives me some places to start from with these new clients and Karbon. Pros and Cons to everything as always. 

7
Jessica N Moon
Beginner
10 months ago
Jessica N Moon
Beginner
Jessica N MoonBeginner
asked in Ask a Peer

Sending a client a link to their reports

Makes sense. I figured I might have to create a client task to send the reports. Just one extra step was hoping for a more seamless process. Right now we use google drive and email for things like that. Which again is fine, was just looking for an easier step.  Thanks for your process. Helps me confirm my options. 

7
Jessica N Moon
Beginner
10 months ago
Jessica N Moon
Beginner
Jessica N MoonBeginner
asked in Ask a Peer

Sending a client a link to their reports

We use QBO so we were hoping that at the end of a week we could upload a report for that week to a clients portal and they could easily access it. But it sounds like I would just need to email it to them. The portal seems to be mostly for specific tasks and comments back and forth about that task as it’s in the template. Not a way to carry on ongoing conversations

7
Jessica N Moon
Beginner
10 months ago

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