Home
Product Updates
Open Karbon
Support

Home
Search

Replies posted by Jonathan Gibson

19 Replies

Newest First

Oldest first

Jack ClarkBeginner

posted in Ask a Peer

Microsoft Todo Integration

Hi @Jack Clark, I haven’t looked into syncing stuff to MS Todo. We use the Todo list, MyWeek, and Send to Later to manage tasks within Karbon. I’m assuming you have a solid system in MS Todo and you’re looking to keep that system while you integrate your firm into Karbon. Am I on the right track? 😁 Hi @max sorry for the silence. Is Todo list the same as assignments? Yes we have a system in MS Todo/Teams that replicates something similar to EOS which includes team and department rocks, personal to-dos, team to-dos, internal todos etc. and I'm looking for 1 task list for everything, thus a Karbon sync would be ace. Hi Jack,To-do lists are a function in Karbon that were replaced by “my week”. My Week doesn’t comppetely replace to-do lists (a list of tasks ready to start/waiting/etc.), so we really appreciate still having “to do lists” in our iteration of Karbon (in fact we wouldn’t know what to do without our lists!). You’ll probably see a lot of correspondence in these forum

3 months ago

Jarett SBeginner

asked in Ask a Peer

To-Do vs My Week vs Work

@AntoniyaB. we use To-Do and Work similarly (also with a lot of support to our team) and that daily view on the to-do list is crucial for our team to focus on the right work on the right day.

5 months ago

Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

Love the My Week Update. I have so many things in there not currently assigned to me that I can clear and be confident they will pop back in when the work reaches my tasks. 😀 Agreed! This is a great enhancement. One idea for further improvement would be to simply keep these tasks out of ‘my week’ by default until the task itself is ready to start. Alternatively, an admin setting so that each firm could choose their preference would also be appreciated.The fewer clicks we have to train our team to make just to get to their actual work for the week, the better.

114414

5 months ago

Amelia FreemanKarbon Team

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

Thank you Amelia and team for the hard work behind these updates. These are such meaningful and practical functions for our team and our clients!

81317

1 day ago

Anonymous

Xero Practice Manager (XPM), global search, Karbon Practice Intelligence (KPI) workbooks

The new search functionality saves multiple clicks many times a day - this is much appreciated.

5338

9 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

@Jonathan Gibson thanks for the reminder - I believe I actually might have Float in my list of tech to check out! How do you like it? What does it do well/what are some limitations? I’m only a user, not the admin of our Float account, so I can’t speak to all of the steps to administer it (or the related challenges). We like it because it syncs with QBO, requires receipts from users for expense processing, and can improve internal controls from various angles (limiting vendor spend, or internal employee spend without pre-approval on case-by-case basis, etc.).It has been easy to use for our team, but it is important to note that it essentially functions like a prepaid debit card system (so cash flow is impacted).

10 months ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

@Rebecca Williams Just one tangential, but Canada-specific thought...Have you evaluated Float (Floatcard.com)? It might not be the expense processing system you need, but perhaps it would help a client or two with the expense report/spend management process…We use Float for our firm, but not with any clients (yet).

10 months ago

Jarett SBeginner

asked in Ask a Peer

To-Do vs My Week vs Work

Thanks for all the feedback so far. I’m curious to know what everyone does with respect to clearing Triage if To-Do is not being utilized. Our office pushes a Triage Zero mentality where emails and comments fall into 4 categories (pretty sure I read that on one of these threads). Something that can be done today (quick questions, phone calls, etc) - this would get cleared from Triage once it is handled Something that can be done in the next few days (status updates on existing work, document requests, information updates, more in depth questions) - this gets assigned in To-Do as a task and then cleared from Triage upon assigning. Something that needs more than a week to complete (notice response, Audits, etc) - A work item gets created and then it is cleared out Something that has nothing to do with you and it was sent to you in error. - tag appropriate team member and clear from Triage That all being said, my question is, are you all creating work items for smaller one off tasks.

5 months ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

We have been using PandaDoc this year. This allows us to send out documents for e-signing via e-mail when that makes the most sense (i.e., sending out an engagement letter to kick off an annual corporate engagement).It also allows us to generate a link to the document that we can embed in a client request within Karbon. For example, I have a client request template that has one task for the client to watch the Loom video overview of their financials and taxes, another task to review several attached draft documents, and a third task to click into the Pandadoc link and sign their documents.I’m not sure it always makes sense for a customer to receive an e-signature request through a karbon client request, so PandaDoc’s platform was an appealing addition to our toolkit. (They also met a number of our other criteria, including the ability to add SMS verification for sensitive documents. It was hard to find an option that had MFA security options AND the option to send an e-signature out vi

2 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Thank you everyone for the feedback! Our experience with client requests has been better than our Liscio attempts, but I am going to attribute that to the annual use of our clients vs. monthly engagements. So far, the main issue has been getting clients to not only respond to the request but also mark the item as completed (despite three plus reminders throughout our communications). Clients...

11 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! Thanks @kylenecarse! Will have to check out paperform. So you would prepare a personalized engagement letter and manually attach it to a customized q

11 days ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

@max I’m curious, how do you manage the information coming in on the back end in TypeForm? I’ve found it’s not in an easily extractable or pretty format. Also, do you request sensitive information in the TypeForm, or just Y/N and dollar amount type questions for the applicable tax year? We’ve been toying with TypeForm for our annual questionnaires, but the security and back end format so far have pushed us to use Adobe fillable forms for our questionnaires. @max @kylenecarse hello! I'm reviving this from many months ago, but just curious if either of you landed on a more pleasant data extract from typeforms? We are deploying typeforms and Karbon client requests in our audit planning processes this year (if I can deal with our most complex requests, I know the system will work for our less complicated items next!)...and I have not been able to solve for this beyond a person logging in and downloading the response in excel.I am not opposed to the Excel format (although well copy and

11 days ago

leighKarbon Team

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

When My Week cards move out of Done back into My Week

You all seem to understand My Week quite thoroughly given the complexities being discussed here - do you mind sharing how your teams have been able to adopt this? This seems quite a bit more complex and nuanced compared to a to-do list with tasks, and we’re going to need to train quite specifically if we adopt My Week. Moving work tiles between different statuses (done, to plan, etc.), knowing when a work tile may come back to your week automatically vs. manually, etc….these take a while to get used to so you can make a fast decision and then get back to actual work.

1 year ago

Anonymous

Colleague Week in My Week, and more!

I wish My Week split up into days, that’s why I’m still finding myself using my to-do list more. I can see what I have on each day easier. Sit tight for the release of Calendar next year Becca. That will let you do some time blocking. Is the daily visibility useful to help identify what you need to get done today? Or is it to look across multiple days to balance your work across your available capacity? Or something else? Hi Evan,I know this was from some time ago but just wanted to provide some quick feedback that the calendar we’re currently beta testing in My Week is not nearly as fluid as task-based to-do dates that we can view based on the particular day of this week. I’m not sure if you’ve received any feedback on this (or can evaluate calendar use vs. to-do use internally) so just wanted to provide a quick comment. In my opinion, adopting a culture that requires all tasks/notes/emails/work to be time-blocked is a bit aggressive….and I much prefer the simplicity of

7567

1 year ago

Becca WilliamsRising Star

asked in Ask a Peer

Automating My Week

Hi Becca,I’m following this with keen interest as we are in the exact same situation. We have expressed concern to Karbon about losing so much task-based workflow, more manual movement of work (and related risk of error if that manual step is not done), and the lack of a “daily” view (as like you, there are things I need to do later in the week that I don’t want to have to see every day - I’ve scheduled it for a reason).With to-do lists and task-based to-do dates going away later this year, this is our #1 concern for our next busy season. So far we have not been able to resolve this via our contacts with Karbon. I would be open to exploring options together in a Zoom or Teams call just to get some ideas together outside of the bubble within our own firm.Best,Jonathan

1 year ago

Anonymous

Updates to Work Insights, and more!

How about more data fields/columns on contacts so we can track which clients have CFO services vs BAS etc etc, similar views/filters on contacts to work Hear, hear! What I would do for a “tag” functionality to easily sort clients by service line or certain tax filing requirements…

70917

2 years ago

Badge winners

CBC-Officehas earned the badge Idea Generator 5
Matt Byrnehas earned the badge Idea Generator 5
Stephen Rooshas earned the badge Topic Starter 5
Heather Lancasterhas earned the badge Collaborator 5
drich208has earned the badge Collaborator 25

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

Replies posted by Jonathan Gibson

Client Portal: Optional Two-Factor Authentication (2FA) and track and reset client accessBlog

Updates to Work, Client Portal, Settings, and more!Blog

Badge winners

Sign up

Use your Karbon account to log in to the Community.

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

Scanning file for viruses.

This file cannot be downloaded