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Ken RogersRising Star

asked in Ask a Peer

KamleshBeginner

asked in Ask a Peer

Managing client records

Hi EveryoneWe need help in managing clients records inwards and outward. Client send records by post/email/dext etc. How can we create a records management system? Any idea? With regards Kamlesh Rajput

1 year ago

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

1 year ago

ryannBeginner

asked in Ask a Peer

Virtual Assistant with Karbon Experience?

We are struggling to find good admin staff locally and the Karbon learning curve doesn’t help. Has anyone used a virtual assistant with Karbon experience? Any idea where to find such a person? I envision someone that knows Karbon through and through, who could work remotely for one or multiple firms, managing the day-to-day flow of information and work. I’d love referrals if anyone knows this person!

8 months ago

Mike LiangRising Star

asked in Share Tips & Best Practices

Work and communication for whole team

Dear peer/Karbon specialist, I believe following are common in a firm practice environment. What is the best way to do that in Karbon? When we have a firm wide/team wide work (most of times, it is internal work) for all firm staff or team members, for example, I request all team member to complete same task, how should I setup this? Work duplication: How can I duplicate a work of one client to another client? I only see duplicate option for work template, but didn’t se duplicate work option for work? Anyway to do that?Thanks.

2 years ago

Cindy SchuttishBeginner

asked in Ask a Peer

Inactive client and removing tasks.

Is there a way once you’ve marked a client inactive that all of the tasks are removed? Or do you have to go one by one to delete the tasks?

4 months ago

Hailey WilburBeginner

asked in Ask a Peer

Work item with time entries not showing in unbilled with other work items

For a client one of their work items is not showing up with the rest of their work as unbilled. It has not previously been billed either and it’s fee type is “time and materials.”

5 months ago

Linda SkrlaBeginner

asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

I am not sure if this is widespread or just our environment. But as of this week, I have experienced a lag with the search tool in Karbon CRM. As simple task to search a client contact for example. Anyone else experiencing this too?

8 months ago

FischbooksRising Star

asked in Ask a Peer

Copying and Pasting into emails

Sometimes I cut and paste items to include in an email to a client. Anytime I do this through Karbon, the snippet always looks massive and I can’t resize it. Are there any tips to improving this?

7 months ago

Randi RoseBeginner

asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

How do we get notes from a work item to show up on the main timeline? When we add notes to a work item for a client, it does not seem to transfer to the client’s main timeline.Am I missing something?

1 year ago

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

We started using Karbon (actually IPM powered by Karbon) in June for our clients on extension and our ongoing accounting clients. For the tax work - we used the Proconnect templates and imported the tax returns from ITO. We are in the process of updating all the tax templates now that we had the ability to work with the system. And that leads to my questions about best practices.Some of the template details will change for us year to year as we plan to have clients click off client request tasks regarding that year’s due dates and pricing. As such we don’t plan on setting up repeating work for annual tax returns. I am curious if setting up work for each year’s tax return is a better idea than having to update the repeating client work each year. It seems about the same level of effort to me, but I just wanted to see if I may be missing a bigger picture on this. A similar but slightly different take on opening tax season - do you create the returns in ITO and then import each year

1 year ago

Katrina StevensonBeginner

asked in Ask a Peer

Client Portal for clients with multiple entities

Hi everyone! Overall we are loving the Client Portal, however we are running into HUGE issues with clients that have multiple entities in their business.We don’t currently have the entity name in each work item. As a result, when they open up their portal, they have no way of distinguishing between entities.The only fix I’ve found at the moment is to add the entity name to each work item, but it will take me hours to do.

1 year ago

Christie ReedBeginner

asked in Community Guides

Why can I not see more than 40 work items in the Work View?

If there are more than 40 work items on the work tab, I cannot scroll through them. I get a blue circle in the far left corner as if it is thinking/processing, but nothing happens and it does not go past the first 40 work items. The only way I can find what I need is resort the work under “Name” and hope it falls in the last 40 items, or I have to do a search (hoping I guess the correct key words) to find a specific work item. However, if I need to scroll through all the items there is no way I can do that if it is more than 40 work items.** This is a recent issue - meaning I was able to scroll past 40 before - this has happened in the last week to two weeks.

1 year ago

Cindy MooneyBeginner

asked in Share Tips & Best Practices

Excel download

My client has uploaded an excel file to the Karbon storage along with several pdf files. When I try to download the excel file it changes it to a pdf and won’t open. How do I fix this?

1 year ago

MikeLiangSuperstar

asked in Ask a Peer

Work type and Task Type

I would like to see how other peer firms here use Work Type and Task Type, What scenario are each of these two types used for what purpose? and how to setup these two types to avoid overlapping. I currently set up more than more than 10 internal work type (non-chargeable, for internal management, like marketing, HR, finance etc.) and more than 10 internal tasks type (similar to work type). I want to cut task type to “chargeable” and “non-chargeable”. not sure if that will cause any useful report having less data.

1 year ago

Brian DavisRising Star

asked in Ask a Peer

Adding "person" to an "organization"

Is there a way to add a person to an organization while i’m in the organization? Or is the only way to change to the person’s contact and add the organization as a card?

1 year ago

Chrissy MorganBeginner

asked in Ask a Peer

Colleague to edit my draft emails

Hi, I’m new to the Karbon community. I am wanting to know if there is a way for my supervisor to edit my drafted emails before I send them to a client? Kind of like a final approval before I press send.CheersChrissy

1 year ago

Wendy BarnaboRising Star

asked in Ask a Peer

Work Item Creation responsibility in your org?

Hello! I would like to find out how other organizations assign the task of creating work items (new clients, new projects, whatever). Do you centralize that process internally to one person/group that manages it? We talked about that being a more administrative/process mgt task that could be done for the accounting teams. I also wonder if pushing that to the team/accountant that is actually doing the work is better (this could lead to various styles and inconsistencies across client work items). Any thoughts out there or experience/lessons learned? Thank you!

2 years ago

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