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Replies posted by naomi_paulson

15 Replies

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naomi_paulsonRising Star

asked in Ask a Peer

Consolidating Client Comments into One Email?

We’ve had that complaint in our firm as well. Especially during tax season, Triage for our office staff can be insane. I don't know that there's a way to change the way the triage notifications come through. Someone else in the community might have a good idea to work around this problem. If you put in a feature idea, comment the link here so others will vote for it. 😀 Hi Max, I was hoping you would say that! I have created a feature idea, see link below.

13 hours ago

Michelle ReillyBeginner

asked in Community Feedback

File Size Limit - Client Uploads

Karbon has a 50 MB file size limit for uploads within a client task. Does anyone know of any workarounds for uploading files larger than 50 MB? Oh gosh! I didn’t know about this limitation, I hope there is a workaround!!!!

4 days ago

Amelia FreemanKarbon Team

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

Check who has a client portal account Now you can easily keep track of your clients and their access to the client portal. In the Contacts > Details tab, there's a new section that shows whether a client has created a client portal account. If they do, you'll see their email address, which also helps if they forget their login. If this is blank it means the client hasn’t created an account and it’s a good reminder to do so. In the same section, you can also click 'Edit Login Details' to reset a client's 2FA access if they can't get into the portal for any reason. This makes it simple to manage access and make sure everything runs smoothly for your clients. Is this information still current? I can’t seem to see this information on the details tab for the users who have portal access. Where an email address is associated with multiple contacts (individual/organisation) it doesn’t seem to appear on either. Any ideas? Hi Shaun! I am wondering the same thing

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5 days ago

Angelica ChoppinBeginner

asked in Community Feedback

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

I don’t think this is possible at this time. A couple of solutions might be: Have the person add the work item to their My Week. Once it has been completed, it will show as completed in their My Week. Make a work view that shows only completed work filtered by the assignee. You could have it set to show all completed work within a specific time frame. @Quynh Ngo This might be the best option for us until Karbon makes it possible to assign different roles to one work item

1 month ago

Quynh NgoBeginner

asked in Ask a Peer

Organizing the Karbon Documents Tab With Subfolders?

Is there a way to organize the Karbon storage in such a way that we are able to have the client documents in subfolders? I.E instead of having all the different documents uploaded by the clients mixed in randomly, we can create a custom folder in the documents tab named “Tax returns”, and so on Having the option to ‘Create New Folder’ would be immensely beneficial, rather than having to Integrate a DMS. Please consider it! 🤞🏻

1 month ago

Lauren LewisBeginner

asked in Ask a Peer

Template Building

Loved all of this! I would also add, test, test, test - especially automators. I have set up dodgey automation more than a couple of times! We have a Test Contact that the team is free to use to test work items. When we have a winner, we will convert it to a template or update the template we were trying to tweak. For new processes I like to work from a list in Word or Excel. Once I have the order of tasks sorted I copy and paste to Karbon, set up sections and add automators. I love the ‘split into tasks’ that Karbon offers. This is so useful when templates are being suggested by team members who are intimidated by the thought of building a template in Karbon, they simply send me the process in a doc. I also try to meet with a cross sections of team members who will be using the work item once we have a draft. Unintended consequences, tasks that can be combined or reordered, missing steps often come up through these conversations. There is the added benefit of buy-in when the

1 month ago

Victoria PetersSr. Community Champion

asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic) Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work. The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may

1 month ago

Dave GeorgeKarbon Team

Billing & Payments available to all Karbon customers

Would there be an extra fee for using Karbon to send invoices? We likely would not be interested in the option to allow clients to make payments via Karbon since we already have our preferred methods in place. Ideally, we'd like to compose and send invoices through Karbon, as our current invoicing process isn't optimal. I've been searching but haven't found a clear answer regarding whether this would incur an additional cost or if it's included in the rate we're already paying.

86510

1 month ago

naomi_paulsonRising Star

asked in Share Tips & Best Practices

Encouraging Staff Adoption of Karbon Software

Hi @naomi_paulson, Good q 🙂 We were lucky there were so few of us when we first implemented Karbon, but here’s a couple of thoughts anyway: Make sure everything (Work) is in Karbon, so it can be managed in there or arrange for it to be created/added Ensure the setup of Work types and Statuses are useful for your firm and your other processes/workflows Run internal training sessions sharing how to use things in Karbon (e.g. Work views) and manage other tasks/things in Karbon (e.g. My Week if you’re using that) We ran a challenge for 12 weeks (about 2 years into using Karbon) that if everyone had their Triage, My Week and Work up-to-date for more than 90% of the time over that period, they could have a half day off I hope that helps 🙂 Thank you for your reply! We started using Karbon back in January, and despite holding weekly Karbon meetings since the initial setup, we've seen minimal improvement. With half of our office working remotely, the importance of Karbon is even more pron

1 month ago

Steve WortmanRising Star

asked in Ask a Peer

Logo on invoice

We are having the same issue. Is there any word on an update to make the invoices more customizable and change the size/location of the logo?

1 month ago

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