Topics started by Heather Lancaster

2 Discussions

Heather Lancaster
Rising Star
Heather LancasterRising Star
asked in Ask a Peer

Clients need historical documents and to upload things unplanned

Two questions:How is everyone handling it when clients want to send you something they received that should be received via checklist (sensitive information is in the documents)? Some seem to get annoyed to have to ask for us to send a checklist to upload the document to.   We have been on Karbon for a year now and clients don’t like not have all of their documents organized and easy to find.  They also don’t like that the historical documents aren’t in Karbon (i.e. prior year returns). They don’t want to scroll through checklists to find the documents they need.  How are you handling this?

12
Heather Lancaster
Rising Star
1 month ago
Heather Lancaster
Rising Star
Heather LancasterRising Star
asked in Ask a Peer

API - Access to tasks

Will tasks in Work items will be accessible via API?  Specifically the ability to retrieve, create, update or delete a single Task via the API.

0
Heather Lancaster
Rising Star
5 months ago

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