Home
Product Updates
Open Karbon
Support

Home
Search

Replies posted by Gary Wood

32 Replies

Newest First

Oldest first

Imbi FinlaysonRising Star

asked in Ask a Peer

Congratulations to our Community members shortlisted for CPA.com's Innovative Practitioner Award!

Truly a great class of human beings. The Karbon family well represented, thanks @Lachlan Macindoe ⭐️⭐️⭐️⭐️⭐️

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Human Accounting Mastermind - Collaborate to solve complex business problems through human-centric continuous improvement.

@max I have tried to join as well, but it looks like the date may have moved back 1 week to Aug 11th: CC @Michael Eck

6 months ago

Anonymous

OneDrive added to document management, and much more!

Just linked to you @Becca Williams

149126

1 year ago

Anonymous

OneDrive added to document management, and much more!

I wish we could copy a client task list link in order to have a copy of questions and answers for workpapers I believe there is a feature request for being able to print notes, tasks, etc to PDF for workpaper purposes. I'll try to find it in the Features Request section and link it to you. If I remember correctly it was Gathering Interest last I checked

149126

1 year ago

Anonymous

OneDrive added to document management, and much more!

Our team appreciates this one:

149126

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Human Accounting Mastermind - Collaborate to solve complex business problems through human-centric continuous improvement.

@max I am going to co-pilot this with Michael on my admin team. I have sent the calendar information to get it added to both our calendars so we can begin the cadence of learning together.

6 months ago

Becca WilliamsRising Star

asked in Ask a Peer

How do you print client tasks for workpapers?

Upvoted

1 year ago

AndrewBeginner

asked in Ask a Peer

Un-billable time tracking

We have an organization contact that's our firm name. Internal admin time and efforts are tracked against that Karbon contact.

2 years ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Karbon API for time and billing markup and export to QuickBooks Online (QBO)

My notes say something about aggregating unbilled Work in Progress (WIP) in reporting for late 2022.....

2 years ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Karbon API for time and billing markup and export to QuickBooks Online (QBO)

@max the 2022 roadmap preview had a WIP report coming in Q2 or Q3. Would the WIP report be similar to what you are attempting to create here?

2 years ago

Charles WannamakerBeginner

asked in Ask a Peer

Placeholder in Work Names

You can add placeholders when setting up repeating work schedules. The common placeholders used in repeating work schedules are related to months, dates, and years though - not client names. We find that creating work underneath client names (contacts) is sufficient without the client name in the work title. Perhaps I need better understanding of how the client name in the work title is helpful.

1 year ago

Sara GoepelKarbon Team

Karbon Update recap & 2022 roadmap preview

Excellent work team! My top 3 from the roadmap:1) My Week Calendar Integration through drag and drop on one screen. Huge for daystructuring focus work! ⭐⭐⭐⭐⭐2) Statutory Dates. So important for managing compliance work like tax workflows. Important to have internal dates like Start and Due to keep working flowing and preventing from going overdue, and missing a clients expectation. Statutory dates takes this an important step further for good filtering to avoid missing the critical filing deadlines, that have costly penalties ⭐⭐⭐⭐⭐3) Aggregating unbilled Work in Progress (WIP) is incredibly helpful in viewing workflows with significant time and effort build-ups invested that may be bottlenecked in a review/approval phase and need priority focus to get to the finish line and billed. Helpful in finding high value work that may be 75-80% complete and needs a priority for final review. Huge for us to Aggregate a WIP amount, especially on ad hoc projects ⭐⭐⭐⭐⭐

116412

1 year ago

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.

1 year ago

Gary WoodRising Star

asked in Share Tips & Best Practices

Tax Organizers

We also send a link to a client questionnaire in the client task. We also send them a personalized list of documents they sent in the previous year and that they upload those again. We have an additional item requesting any new documents received for the new year so we can update their list. Our Template has a client task that sends automatically at the end of January. It contains our engagement letter link, client questionnaire link and their personalized list of documents. Once they have checked off all their boxes, the work item automatically moves to Prep. This worked great last year. @DianeK I love to hear this worked great for you. How do you revise the "personalized list of documents" from year to year? For example what if client changes jobs (therefore W2 request changes for the following year) or what if client adds a rental property (how do you assure your personalized request list for the following tax workflow includes new requests for rental property)?I feel Karbon d

1 year ago

Christopher T Raines

asked in Ask a Peer

Sending one off emails

We use MailChimp software for bulk email distributions to segments of our client base. Unfortunately, for the time being, it's a separate siloed database to maintain. However in today's zoom session of Office Hours we talked about hacks for maintenance of these databases. Watch for the recorded video of Office Hours to post in the coming days and it may provide some good context to this topic.

2 years ago

Victoria HeathBeginner

asked in Share Tips & Best Practices

Checklist communication with client after it closes

I'd like further narrow into your question before responding so I can better understand. For your specific client task workflow you explained, which of the following applies: A) Document request listsB) Question inquiry to your client requesting answerC) Both If option C, it sounded like the root of the question involved Q&A with client through comments, correct?

2 years ago

grgpennBeginner

asked in Share Tips & Best Practices

How can we embed Loom videos in tasks

We use links too. Embedding would be a nice-to-have but not essential.

2 years ago

Christopher T Raines

asked in Ask a Peer

Sending one off emails

@Christopher T Raines Make sure I understand correctly. You are wanting to send an email campaign to a segmented list of clients, correct? Or in other words one templated email to a segmented list of clients? For example the segment would be "Payroll Clents in New York"If that is the question, there are two possible ways to segment the client list in Karbon. 1) Client TypeEach contact created in Karbon can be assigned a Client Type. So you could setup a specific client type for "Payroll Clents in New York." However, you can currently only assign 1 client type to each contact. Meaning, you would NOT be able to assign 2 separate types of: (1) Payroll and (2) New York Employees. So client type is generally better for a more broad category segment like S-Corporation entity, etc.2) Client GroupYou can setup unlimited amounts of client groups, and can be veryspecific. When adding a new contact, you have opportunity to setup a Client Group too. The example here would be creating Client Group

2 years ago

Adam KusnierekBeginner

asked in Ask a Peer

How to have oversight of all work for a given client (Including notes and emails)

I'd suggest an ad hoc template is beneficial, primarily for the task of billing. We call our ad hoc template, Out of Scope. The last task of Out of Scope template is Billing.

2 years ago

Daniel McGurenRising Star

posted in Ask a Peer

Time & Budgets

This is a really great thread with amazing insight from various firms. Agree with many of the responses for using Karbon T&B to grade realization and capacity resources utilized, not the billing/value metric. The move away from TSheets integration to Karbon in-app T&B was an easy one for us. Because your team is already on the work timeline to sign-off tasks, respond to emails/notes, etc the T&B tab is sitting right there for team to record time. All in one place!The other truly amazing thing about Karbon in-app T&B, the "artificial intelligence" tracks all the work timelines you took action on in a given day. So if your team prefers to record time at the end of their day, Karbon timesheet will give you suggested time entries based on the AI tracking of work timelines you took action on that day. As Jamie said, we too desire to aggregate time data at the Group level for better realization and capacity planning for our client relationships. We use client groups to setup

6 months ago

davideignerRising Star

asked in Ask a Peer

Client task/reminders are being send on the weekend

Welcome to Karbon, David! Glad you like it. We've been in Karbon three years - and we like it too! It's changed how we run our firm.This is an excellent question, and you've stated excellent reasons for this functionality. I can't think of a best practice or work around for this. I'd suggest submitting this as a Feature Request to the development team. Karbon is excellent about listening to their users!If you're not familiar with submitting Feature Requests, please reply and myself or someone else in Community will point you in the right direction. Happy Triaging today!

1 year ago

Mersal NasserBeginner

asked in Ask a Peer

Clear email in search

This is a really good question. I believe the only way to clear from Triage 8s from within Triage (not in Search). Good practical use case, and question.

2 years ago

Page 1 / 2

Badge winners

naomi_paulsonhas earned the badge Collaborator 10
naomi_paulsonhas earned the badge Topic Starter 5
heatherdarnellhas earned the badge Collaborator 5
CBC-Officehas earned the badge Idea Generator 5
Matt Byrnehas earned the badge Idea Generator 5

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.