Replies posted by Trevor Betts

2 Replies

L
Beginner
Lenard ColeBeginner
asked in Ask a Peer

Client Portal

Hi @Lenard Cole, I believe the answer to most of your questions are no 🙂 old documents that you upload are available for a certain time when a client uses the login to the portal, but not indefinitely that I am aware of. If you’re looking for a full client portal, the Karbon one is probably not the best choice at this stage (it’s more focused on sharing/requesting documents once, rather than for ongoing access). I would be interested in the future if it could be a solution and replace SmartVault for us. 

6
drich208
Superstar
2 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

New AI Features: Coming Soon!

I’m excited! Can’t wait!

11
T
Beginner
10 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings