Topics started by Wagscpa

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Wagscpa
Beginner
WagscpaBeginner
asked in Ask a Peer

Have Liscio, may be adding Karbon - Any Advice From Liscio and Karbon users?

We are just now looking at engaging Karbon.  But, since the Liscio integration is really just a contact import as far as I understand it, how do some of you use the two applications.  Liscio’s purpose is, in part, to get clients out of email which then takes the communication out of Karbon.  But Liscio provides a mobile app, digital signatures and some other things I like, such as login storage for the client’s accounts.Does anyone have any good advice for a newbie to Karbon or do I just end up taking all of my client communications back to email?

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kylenecarse
Community Champion
1 year ago

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