Replies posted by jamieokane

10 Replies

Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We use Cognito forms to handle the Q&A and information gathering. The links are sent via Client Task along with a tasks to upload documents (generic list). @jamieokane But how do you get the information from the form back into Karbon? It looks like the only way is to login into Cognito Account and then download form as an Excel file and separately save any uploaded docs in a zip folder. Is that the process? Once submitted Cognito forms sends us an email to let us know. We attach that email to the timeline of the work and then we go to Cognito Forms and retrieve it in pdf format when processing the initial round of documents. All documents are downloaded out of Karbon and saved to Sharefile.

21
Cindy Hart
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Share Tips & Best Practices

How are you handling extensions in Karbon?

Following because we go in and update each one so….

14
Blake Meester
Rising Star
1 year ago
Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

How do you print client tasks for workpapers?

Love seeing the energy and inspiration for the Cognito Forms usage in this thread! @jamieokane has started a revolution over on Twitter with this!! Cognito Forms will do a great job of collecting the general Q&A that goes out to all tax clients like - Did your address change? Did your marital status change? Did you buy cryptocurrency? Etc etc. I understand the root of @Becca Williams question to be related to personalized Q&A. I feel @max feature request of adding the ability to print to PDF would be helpful to keep the workpaper file complete. I would like to vote up that request.  I always wanted to start a revolution :)

18
max
Sr. Karbon Community Guide
1 year ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We use Cognito forms to handle the Q&A and information gathering. The links are sent via Client Task along with a tasks to upload documents (generic list).

21
Cindy Hart
Rising Star
1 year ago
D
Rising Star
davideignerRising Star
asked in Ask a Peer

Client task/reminders are being send on the weekend

Every 7 days is a favorite for longer project windows. That way you can send on a Monday and have the reminders happen on Mondays!

8
David Perry
Superstar
1 year ago
M
Beginner
Mersal NasserBeginner
asked in Ask a Peer

Clear email in search

Dedicating some time to getting to Inbox Zero really helped me with this issue. I did the following:Went through the triage and assigned emails to projects, to-dos, etc. Went through my triage and marked any emails I wanted but didn’t need in my triage low priority. Logged into my GSuite inbox - archived anything older that 6 months (this saves everything in the All Mail box in Gmail) or you can opt to move all of these to a folder for safe keeping.  Unsubscribed, deleted, created filters for the remainder that were important but not needed in my inbox.  One final archive. To maintain this - I go through my Gsuite inbox weekly to unsubscribe, create filters and then archive.

8
max
Sr. Karbon Community Guide
2 years ago
Kristen Buley
Beginner
Kristen BuleyBeginner
asked in Share Tips & Best Practices

People's Addresses

You can add a second address to the ORG contact card.

2
DianeK
Sr. Community Champion
2 years ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Ask a Peer

Email (Triage) > Workflow, or Vice Versa

Definitely both pretty equally :) Although if I had to choose I would say for the workflow 55% and the email management 45%.

4
mikedoan
Rising Star
2 years ago
G
Beginner
grgpennBeginner
asked in Ask a Peer

red dot on Triage

It doesn't appear so but you can add a feature suggestion - https://help.karbonhq.com/en/articles/1573283-submitting-feature-requestsI hear that the product team pulls a report regularly to inform their product roadmap.

2
Victoria Peters
Sr. Community Champion
2 years ago
jamieokane
Rising Star
jamieokaneRising Star
asked in Share Tips & Best Practices

What are best practices when setting up contacts?

We have found setting up Client Groups by type of engagement helps as well.  We use Client Groups to group our contacts by Annual, Monthly-Gold, Monthly-Silver, Monthly-Bronze and Payroll only.  We can see how our engagements are spread across teams and filter dashboards to help prioritize work and manage capacity. That is a super idea! We have tiered offerings as well!

6
K
Beginner
1 year ago

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