Replies posted by Ben Zachary

4 Replies

LD7E
Superstar
LD7ESuperstar
asked in Ask a Peer

Karbon Status?

Yep - still down here. Have been for close to an hour now.

23
Raul
Beginner
2 months ago
Ben Zachary
Beginner
Ben ZacharyBeginner
asked in Ask a Peer

Is anyone using VXT Phone Service and their new Karbon integration?

We are making the switch, but will not be ready for a couple of weeks. I posted this question before I did the demo but did not get a response. We are definitely doing it but would still love to hear some feedback. Thanks for posting! Cindy - Wondering if you’ve moved forward with the switch to VXT? Looking forward to hearing from someone who has made the switch. Thanks!

7
Cindy Hart
Rising Star
4 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

Summarize feature is now live for our firm - Excited to start testing it out!

68
A
Newcomer
7 months ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

We are just looking to change this for the coming tax year.  How do you handle the client task notifications going to the assignee of the work?   We want to see notifications so we know when questions arise or clients are having difficulty.  However, the sheer number of client tasks will create enough notifications to inundate staff.   Please share how you have overcome this! Ryann,We experimented with this last year - we had our junior preparer responsible for clients using client tasks until they were completed. It did cause him some issues with the volume of notifications. Unfortunately, I’m not sure how to limit these notifications. However, we have come up with a new plan we are going to implement this year:We are creating a work item just for the initial intake of tax return information which will have the client tasks. An admin team member will be assigned these work items, and will be getting all of the notifications. They will just briefly skim notifications for any questions

21
Cindy Hart
Rising Star
1 year ago

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