Home
Product Updates
Open Karbon
Support

Home
Search

Recent Activity

61 Discussions

Recently Active

Most Views Most Replies

Amelia FreemanKarbon Team

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

Optional two-factor authentication (2FA) on loginAn extra layer of security is available for the client portal login with optional 2FA*. You can manage your clients' security settings in one place, at Settings > Client Portal > Security and Two-Factor. There are three options to choose from: Magic link + Login (Default): Clients can access the client portal using the magic link and their login credentials. Magic link only: Deactivates the portal login for your clients—they can only access their requests through the magic link. Magic link + Login 2FA: The highest level of security, requiring clients to enable 2FA. For the third option, clients will need to download an authenticator app to be able to access the client portal securely.Whichever option you select will be applied to all clients across your firm, and can be modified whenever necessary. Read more about two-factor authentication and supported authenticator apps. *Optional 2FA is only available for Business and Enterpris

82118

6 hours ago

Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Hi everyone,Thank you all for joining me and our Product Managers for the first product roadmap webinar of 2024. It was great to see so many familiar names on the call and we sincerely appreciate the thoughtful questions and comments. For those who weren’t able to join us live, catch up on the recording to see what we released in Q1 and what’s coming up in Q2 for:Billing & Payments Triage & Work Integrations & API Karbon Practice Intelligence Karbon AI We are currently recruiting customers for a few beta programs. You can sign up below:Triage revamp beta, register your interest here QuickBooks Online Accountants integration (invoice & payments) beta, register your interest here Karbon AI contact timeline summary beta, register your interest hereWe’d love to hear what you think. You can add your thoughts in the comments below. If there are features you’d like to see us prioritize for future roadmap, please submit your vote in the Feature Ideas section.

27218

8 hours ago

JanaRising Star

asked in Ask a Peer

maxSr. Karbon Community Guide

posted in Karbon AI

Enhancing Karbon with AI: An Accounting Firm's Vision for the Future

Hello Karbon Community,As we continue to explore the potential of AI in enhancing our accounting firm, I’ve been considering how we could leverage AI not just within Karbon itself but also in how it interacts with external AI agents. Here are some thoughts on how AI could transform our use of Karbon to better serve our clients and streamline our workflows.1. Sentiment Analysis: By integrating AI-driven sentiment analysis, Karbon could automatically gauge the tone and urgency of client communications. This would allow us to prioritize responses and tailor our approach to each client’s emotional state.2. Contextual Email Drafting: AI could do a better job assisting in drafting emails based on the context within Karbon. By analyzing past interactions and ongoing projects, AI could suggest email drafts that are not only relevant but also timely, enhancing our communication efficiency.3. Highlighting Neglected Areas: Whether it’s a client that hasn’t been followed up with adequately, or an

2 days ago

Cynthia VinczeRising Star

asked in Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

2 days ago

Rachel PengKarbon Team

Shared Triage

Drive more collaboration, efficiency, and client satisfaction by managing shared emails in Karbon. This release also adds email reminders, Companies House integration enhancements and more.Collaborate on shared emails with Shared TriageStarting today, you can manage and collaborate with colleagues on shared email inboxes with Shared Triage in Karbon.With your personal and shared inboxes side-by-side, your email workflow will be even more efficient and your team will gain greater visibility to deliver exceptional client service. To see Shared Triage in action, register for a live demo webinar or take a video tour below. Set up a Shared TriageTo set up a Shared Triage, go to Settings > Shared Triage > Add Shared Triage and give it a name.Once a Shared Triage is created, you can connect any desired primary email inboxes to it and invite as many colleagues as needed to collaborate.There’s no limit to how many Shared Triages you create or the number of colleagues you want to invite to

201430

2 days ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Add and access organization address, phone number, and email address via API

When requesting an organization by key, I don’t see where the phone numbers, email addresses, and addresses are listed.I checked the docs and there’s no information about what I can “$expand”.Here’s what I see in Karbon:Here’s the request I made:url = "https://api.karbonhq.com/v3/Organizations/xxxxxxxxxx?$expand=Contacts"payload={}headers = { 'Accept': 'application/json', 'Authorization': 'Bearer xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'}response = requests.request("GET", url, headers=headers, data=payload)print(response.text)Here’s the resulting code form an API request:{ "@odata.context": "https://api.karbonhq.com/v3/$metadata#Organizations/KarbonService.OrganizationDTO(Contacts())/$entity", "@odata.type": "#KarbonService.OrganizationDTO", "OrganizationKey": "xxxxxxxxxx", "FullName": "test full name", "ClientOwner": null, "ClientManager": null, "ContactType": null, "UserDefinedIdentifier": null, "RestrictionLevel": "Public", "LastModifiedDateTime": "2023-02-04T1

2 days ago

Ben HutchessonBeginner

asked in Share Tips & Best Practices

Sent items appearing in triage

Hi Our team have starting having their sent emails appear in their triage. This means that when we email a client and then mark the email off our triage list it reappears with the email we sent. How can we fix this? thanks

2 days ago

Shane SchepensBeginner

asked in Ask a Peer

CC when Replying

In the past couple of days, whenever I reply, my email gets added to the “to” field. Therefore I get a copy of my own email. Does anyone have a fix for this? It takes extra seconds to either delete my name in the “to” field, or clear it from my inbox when it ends back in my triage. Thanks!

2 days ago

Cindy SchuttishBeginner

asked in Ask a Peer

Updating an existing recurring Task Name

When a recurring task is created can you update the name without the task rolling the updated name?example: 1040 - 2023 This recurring task will roll to 1040 - 2024. If you update the name add $$ at the end, will this task roll with the $$?example: 1040 - 2023 $$ Will this roll to 1040 - 2024 $$

2 days ago

Tasha HardingBeginner

asked in Ask a Peer

Spam Emails not in Outlook

I have noticed I have emails showing in my triage that are not showing in my outlook? I have check the spam/junk account and they don’t show there in outlook either.Any idea where these have come from and why they would show in Karbon triage?

2 days ago

Abhishek KumarBeginner

asked in Ask a Peer

Updating work with new templates

Is there any way to update existing work created from template when template is edited with new changes. When we update the template, the old work is not getting updated which creates confusion, ideally there should be a way to retrospectively update created work when a template is updated.

2 days ago

Abhishek KumarBeginner

asked in Ask a Peer

Is there a way to turn off all automators on work items

We created work from template which had automators to update status and assignee. Due to some changes , we created new templates. Now the old automators are causing confusions. Is there any setting/ option which we can enable to pause automators on some work type or for templates?We will need to do these on bulk so can’t turn off automators by going into each work item.

2 days ago

Shaun FarrugiaRising Star

asked in Ask a Peer

Auto-Sharing - Colleagues on vacation/leave - Work arounds?

tl;dr - If auto-sharing of email is on, does Karbon handle this in the background even if the user isn’t logging in? Scenario - trying to work around not being able to ‘share’ colleagues triages/inboxes through KarbonWe currently have a colleague on leave.As a work around to not being to access their triage we have set in the back end of our email system to deliver anything addressed from colleague@ to assist@ (our shared triage)The idea behind this was that we’d be able to add job timelines on emails that come in and keep jobs moving while the colleague is away.The issue we are having here is the emails arrive in assist@ but show TO as the colleague and Karbon is treating this like a BCC. So obviously our work around doesn’t work which has lead me to thinking of it another way. We can obviously search emails in Karbon from colleagues (We all have auto-share on) and this allows me to add emails to a timeline even if I’m not the recipient. This could work for our purpose, however we are

2 days ago

Mandy MyburghBeginner

asked in Karbon AI

Karbon AI summarize notes

When you summarize notes, does this automatically share with all teams tagged in the multiple notes, or is it just for my own view?

3 days ago

MaxsBeginner

asked in Community Feedback

Offshore staffing

Hi Karbon community!I am currently exploring offshore staffing options for my firm and would like to hear from other professionals who could share feedback?Thanks!Max

3 days ago

Scott WadmanBeginner

asked in Share Tips & Best Practices

Form to gather new client information

Is there a form for gathering information from prospective clients? Is there a way to do this in Karbon? I would like to send a form to a client as part of the onboarding process. What is the best practice for this, specifically when gathering private information such as SS#/EIN#s?

6 days ago

Brandy L OwensBeginner

asked in Community Feedback

Login options

Would love to see Apple added as a login option to integrate with Karbon. Forcing Mac users to pay for subscriptions to Microsoft or Google when it may not be needed for them creates unnecessary expense. Love that Karbon utilizes tech stack for login and integrations. Would just like to see Mac users and the Apple ID included in this.

7 days ago

Stephen RoosBeginner

asked in Ask a Peer

RingCentral and outbound text integration

We currently integrate RingCentral texts with Karbon. This works well for inbound texts. The texts come into RingCentral, they are passed to Karbon triage just like any other email, and then we put them on a client timeline. [We use Office 365 for our email accounts].Is there a way to set up Karbon, RingCentral, or a third party app (without a lot of headache!) to pass outbound texts sent from RingCentral into Karbon’s Triage? A solution for this, combined with the new Karbon Triage sharing feature, would close the loop on distributing all client communications in our office via Karbon.

8 days ago

Angelica ChoppinBeginner

asked in Community Feedback

PDF's hidden in emails

Has anyone noticed recently that when adding PDF’s to an email in Karbon, they are setting hidden behind the toolbar? I noticed this happening last week.

8 days ago

Theresa MorleyBeginner

asked in Ask a Peer

Email Attachments

We cannot see the attachments to our emails until we have added more than one or two attachments. We can see the attachments only after we send the email. This is resulting in attachments being added twice. I anyone else having this issue?

8 days ago

Michael MazeyBeginner

asked in Ask a Peer

Group Email Clients

Is it possible to create a group email like in outlook, so that we can email 2-3 clients via a group contact??

8 days ago

Page 1 / 3

Badge winners

heatherdarnellhas earned the badge Collaborator 5
CBC-Officehas earned the badge Idea Generator 5
Matt Byrnehas earned the badge Idea Generator 5
Stephen Rooshas earned the badge Topic Starter 5
Heather Lancasterhas earned the badge Collaborator 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.