Topics started by Gary Wood

5 Discussions

Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Unroll.me VS SaneBox VS Others?

Anyone have best practices for keeping junk/spam email from filling up Low Priority? I'm currently clearing 100+ spam emails from my Low Priority each day. If I miss it one day it compounds greatly!I've heard of Unroll.me and SaneBox as tools to filter this at the Gmail or Outlook level before its pushed into Karbon/Triage. Anyone have a setup for truly using Low Priority as a Someday bucket of emails, and not excessive spam/junk filling it up where its unmanageable?

1
max
Sr. Karbon Community Guide
1 year ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Share Tips & Best Practices

Tax Organizers

What's everyone using for tax organizers? Tax software organizer? Or something custom built?We have been internally designing a personalized organizer that looks and feels more like a "checklist" than the stale, old tax organizers produced by the tax software companies.We are at a crossroad in our design and we would enjoy collaborating with those who've custom built their own tax organizers. Please reply if this would be you!! ⭐⭐⭐⭐⭐ ​​​​​

21
Cindy Hart
Rising Star
1 year ago
Gary Wood
Rising Star
Gary WoodRising Star
posted in Share Tips & Best Practices

Audio Notes in Karbon

Busy medical professionals often dictate audio notes when they don't have time to complete their medical charting right away. I feel in the workflows of many busy CPAs and accountants- the same could apply.For me, I find myself going from one client appointment to the next and trying to provide recap or next steps to my team members. In these cases, I will text message an audio recording to the team members cell phone. It would be great if I could record an audio note inside Karbon for efficiency (instead of waiting til I'm at my desk to type it out). This would keep everything in one-place, which is what makes Karbon world class.This would be huge for me, so I'm putting it out into Community to see if it catches fire 🔥  

1
max
Sr. Karbon Community Guide
2 years ago
Gary Wood
Rising Star
Gary WoodRising Star
asked in Ask a Peer

Email (Triage) > Workflow, or Vice Versa

A) Did you originally choose Karbon for improved email management (Triage), and stayed for workflow management?OrB) Did you originally choose Karbon for improved workflow management, and stayed for email management (Triage)? 

4
mikedoan
Rising Star
2 years ago
Gary Wood
Rising Star
Gary WoodRising Star
posted in Share Tips & Best Practices

Organization Work View

We use this view for capacity planning of upcoming recurring work. For example it's nice to view the Planned work for a client and the estimated time budgets for that upcoming work.Example: Choose All Work (Not Completed) or choose Planned status to view upcoming time budgets (and time commitments) for a client. It would be very helpful to have filtering available by work type at this Work View level. Can the Karbon team speak to whether this has been talked about in development? Or let me know if you need better explanation of how this is helpful for capacity planning. Cheers! ⭐⭐⭐⭐⭐

1
Andi Ancheta
Karbon Team
2 years ago

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