Replies posted by Chris Gascoyne

4 Replies

max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Any plans to integrate Docusign into the portal?

@Ian Vacin Having finally given in and bailed on Thomson Reuters Onvio for digital signatures, I am back looking for updates on either your own ability to sign in the client portal (preferred) or an integration with Docusign or another platform.  It’s been over two years since the last mention of ‘back end of 2021’ and we are still none the wiser on Karbon’s plans for collecting signatures.  This is an integral part of any virtual/digital accountant’s work now and Karbon is lagging behind many other Practice Management providers in this area.We’ve had price hikes recently to pay for major parts of the software that many accountants don’t even use (timesheets and billing) because we either work off fixed fee - as we do - or we use other software that incorporates this already.  How about developing something that we want to pay for and have been begging to have for ages now?#rantover!Thank you

10
Julie Acomb
Beginner
1 month ago
Chris Gascoyne
Rising Star
Chris GascoyneRising Star
asked in Community Feedback

Safari users

@Ashley Rhoden Thank you - However, I am a Mac user and prefer my browser without the security leaks of a sieve!  I do also use Firefox and don’t seem to have the same problems but my browser of choice, for a number of reasons, is Safari.  It’s frustrating when major practice software like Karbon doesn’t seem to adequately support what must be one of the top 3 or 4 browsers.

3
StuartK
Karbon Team
7 months ago
StuartK
Karbon Team
StuartKKarbon Team
posted in Ask a Peer

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

e-signatures in Karbon would be a game changer for me.  I’ve suffered (and made my clients suffer) Onvio for many years - I can't wait for this to come to Karbon so I can keep all of my client requests and signatures in one place.

27
StuartK
Karbon Team
2 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Here’s a recording of our quarterly roadmap preview webinar for Q2 2022

Thanks to all on the quarterly roadmap this afternoon.  Really looking forward to the upcoming releases (and the ones you’ve been tantalising us with in the “Insights” section!). I have signed up for all but the ‘billing’ betas - we offer Finance as a Service (FaaS) and everything is subscription based, so the billing bit is of less interest.The new client app and document filing will be game changers for us and will change the way Acumist tries to shoehorn existing practices into Karbon’s ecosystem.  The calendar is also a great addition but may be of limited use in it’s early stages due to the way we use feeds into multiple calendars from other apps (payroll and travel management apps as well as Calendly and personal diaries for holidays etc.). I am sure it will develop quickly though. Thought I would use this as a shout out to the new Xama integration too - been looking forward to that for a while! Thanks team!

15448
MikeLiang
Superstar
2 years ago

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