Replies posted by Mitch Waldstein

2 Replies

Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Text messaging in Karbon

I’ve been looking at VXT as a phone solution. Supposedly it integrates with Karbon to do what you’re describing. Right now we’re using Google Voice which is really not a great solution. I may switch to RingCentral or VXT depending on how well the two operate with Karbon

18
drich208
Superstar
11 days ago
Mitch Waldstein
Rising Star
Mitch WaldsteinRising Star
asked in Community Feedback

Google Drive Integration

Thank you Amelia. Not the answer we wanted, but the communication from you is important. Please keep us updated.Does anyone else in the community have thoughts on where they plan to go from here? We were planning to go all Google Drive in my office. We’d consider another DMS, but fear integration with other software. We’re presently using Lacerte for tax prep.  We plan to switch to ProConnect but have no experience with DMS integration, esignatures, client uploads etc. I’ve “heard” Google works well with ProConnect but don’t have first hand experience. Anyone using Dropbox? Any thoughts here? I’m stuck in no man’s land on DMS solutions. We were hoping Karbon and Google DMS support would be the bridge. 

16
T
Beginner
2 months ago

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