Replies posted by Stuart Ramsay

4 Replies

AntoniyaB.
Superstar
AntoniyaB.Superstar
posted in Ask a Peer

AML Tool Integration - what AML system do you currently use? (UK)

We were using Xama, but have just switched to the service offered by Go Proposal

5
V
Beginner
5 months ago
Rob Lile
Rising Star
Rob LileRising Star
asked in Ask a Peer

Reassigning Work throughout the work cycle

I’d be interested in how many users re assign work as it progresses through stages/ sections.  I thought that was how we’d approach some of the work, but Karbon implementation team actually advised us against it.  Not sure why

6
Rob Lile
Rising Star
1 year ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We use a Typeform link in a Client Task to collect the information.  The form also allows for clients to upload documents.We only ask for information we wouldn’t normally have.  For example, we prepare payrolls for 99% of our clients, so don’t ask for payroll info on the form.  The 1% get an extra client task!The form is connected via Zapier to a Google Doc.  A new Doc gets created for each completed form.  Our Admin moves these forms to the client folders manually and adds a link on the work item back to the folder, so everything is in one place for the Tax Preparer to do their thing

21
Cindy Hart
Rising Star
1 year ago
S
Beginner
Stuart RamsayBeginner
asked in Ask a Peer

Esign v Client Task

Brilliant - thankyou both, that’s really helpful

4
max
Sr. Karbon Community Guide
2 years ago

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