Topics started by amlbmo

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amlbmo
Rising Star
amlbmoRising Star
asked in Ask a Peer

Client work deadline management and reporting in Karbon - best practices?

Hi everyone, I’ve tried to search the Community but can’t find an answer for this.How do you make sure that you are not missing compliance deadlines for clients, and have good line of sight on them at least 30 days in advance? For example, do you set a protocol that for personal tax repeating work items, the work due date is always set at 15 days before the personal tax deadline for all clients? And similarly for sales tax, corporate tax, payroll, etc.? We haven’t really set such a protocol and found that different team members set different due dates for compliance-related work items (either a few days before the due date or after, if there are follow-up tasks to do such as confirming a Notice of Assessment is available from tax authorities after filing).This makes it difficult to quickly see the ‘true deadline’ for each compliance work item, and across all work items to identify risks/issues early.Would love your thoughts on this - how have you managed to document and monitor deadlin

10
Victoria Peters
Sr. Community Champion
1 year ago
amlbmo
Rising Star
amlbmoRising Star
asked in Share Tips & Best Practices

My Week vs To Do - which do you use when?

I’m finding our team has not adopted the My Week feature at all, and likely because we haven’t done a great job rolling it out. We just got everyone used to the “To Do” list 6 months ago so a couple of questions:How have you transitioned your firm to using My Week instead of To-Do, or do you use both? If both, what scenarios do use each one for? Are there resources that explain when to use To-Do vs My Week?  Thanks in advance. @Eshah17 FYI

7
CTAStephen Edwards
Rising Star
2 years ago

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