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Topics started by Tom Kneeland

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Tom KneelandRising Star

asked in Ask a Peer

Is there a Beta Version for Google DMS

I know there was a beta for Slack, and so I was hoping there is one for Google Drive, which would really help streamline things.

Tom KneelandRising Star

asked in Ask a Peer

Google Drive DMS

I know Google Drive integration for DMS is coming, but is there an estimated timeline. I really need it this fall:)~Tom

Tom KneelandRising Star

asked in Ask a Peer

Tasks Organization

I’m having a difficult time using Tasks or My Week to organize and have clarity on tasks. Especially random to dos such as phone calls etc. Asana, Todoist, are great but this. Anyone have a good Karbon hack for this?

Tom KneelandRising Star

asked in Ask a Peer

Google Contacts

I wonder if anyone has developed a ZAP or API integration that will properly sync one way from Karbon to Google Contacts???? Thanks in advance!Tom

Tom KneelandRising Star

asked in Ask a Peer

email follow up

I am missing the ability I had in Gmail to have add-ons such as Boomerang etc to remind me to follow up on emails. Has anyone come up with a workaround in Karbon?

Tom KneelandRising Star

asked in Ask a Peer

1099s

This year I sent my 1099 client request with a downloadable spreadsheet. It maps to import to 1099 software. Do you ask find clients like a PDF form better?

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)

Tom KneelandRising Star

asked in Ask a Peer

Ad-Hoc Work

I currently use to-dos mainly to track email follow up, as there is no time and billing for to-dos. That leads me to how to best setup ad-hoc work. For example, client emails me and want me to find an old lease document. I want to bill for this, so it will have to be a work item. Do people recommend:Using an ad-hoc project with no tasks to track the work and remember to bill at that end of the work, or Do you have a generic work item where there are vanilla type tasks may not always be on point, but they help keep work on track.Thank, Tom

Tom KneelandRising Star

posted in Ask a Peer

iPM sync

I was told today by my Intuit representative that IPM sync with Lacerte is flawed and as such will no longer be sold. Not sure what that means. Karbon HQ please build your own sync or help Intuit fix the issue. Without the suns the value proposition is much lower. thanks? Tom

Tom KneelandRising Star

asked in Ask a Peer

Intuit link

This will be my first season with Karbon/Intuit Practice Management. I like that with Lacerte I can have my tax software tied into my projects. I am a bit concerned about using Intuit link to request client documents as the client page has links to TurboTax etc. Just send a bit weird. I know I can use client requests to get them info as well. Curious how you all would proceed. Use client request, for a more white label experience or Intuit Link which works allow for tracking of missing documents.

Tom KneelandRising Star

asked in Ask a Peer

documents list

Does anyone have a generic document list or cognito form they are willing to share that all clients get to request current tax documents etc. This as opposed to sending the outdate pdf organizer.

Tom KneelandRising Star

asked in Ask a Peer

IPM Contact/Organization Sync Steps for Tech Stack

For Contact Sync I have the following products that I would like to all sync. I can use Zapier if needed, but I doubt that is the case. I believe the order for connecting the products to avoid duplicates etc. is:Connect Lacerte Tax (I use IPM) Connect QBO (just QBO not time) Connect Ignition Stay away from Google Contact Sync unless that is just doable for the My Contacts section.Just setting up now, so want to think twice and sync once:) ~Tom

Tom KneelandRising Star

asked in Ask a Peer

Portal Options

While I see that clients can choose to login to the portal and see all requests. I have several clients who want to see items in a folder structure. For example, they login and they can click on 2021, see the tasks that were performed and also just files (without having to drill down on requests). So, let's say I send the client a draft 1040 as a client task asking them to review. My clients would like to see the tax returns by year when they are in the portal. 2019, 2020 etc. I know this is much more like a ShareFile structure, but i gotta give the people what they want:)

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