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Erin JamisonKarbon Team

asked in Ask a Peer

Question for everyone: How do you prepare for an upcoming tax season?

What are some things you and your team do to prepare for tax season? Or better yet, what are some tips you’d share on best preparing for the upcoming tax season? If you’re interested in learning more about what you can do to prepare, join us for our webinar on planning for a successful and stress free tax season. The webinar will be covering:A blueprint for a successful tax season, covering planning, execution and review. Techniques to obtain client documentation and details in half the time Methods to plan capacity throughout your team to ensure work can be completed on time Best practices for collaboration, handoff and ownership

9 months ago

Ian VacinKarbon Team

asked in Ask a Peer

Question for everyone: Interested in billing rates and/or fixed fees per service by geography?

In working to get Time & Budgets up and out of the door, we sent out a survey to understand what billing rates were by role and the related fixed fees charged per service provided. We have that information across different geographies and firm sizes. Thank you all for participating to provide some understanding so we could set some default rates and details within Karbon. Would it be of interest to post those results here? I would love to hear from the community how those averaged rates and fees differ to your own. There appears to be quite a lot of variation from the data. In addition, is this something you would like to see/learn more from us in terms of the underlying research that we do? Let us know!

9 months ago

Kim ClemmerRising Star

asked in Ask a Peer

Workaround for Semi-Monthly/Monthly Recurring Payroll Jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

9 months ago

Kristen BuleyBeginner

asked in Share Tips & Best Practices

People's Addresses

Where do you store client’s home addresses? On the ORG page would be the business address. On the People page would be preferred, but the only method I can find is creating a contact card, calling the ORG “home” and entering it there. However, I still have to drill down to get to the address. Not everyone in the office is in the tax system, but everyone is in Karbon, and I’d like refer back to a spot that would have it. How have y’all dealt with this?

9 months ago

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)?

9 months ago

ctindallBeginner

asked in Ask a Peer

Technical Question on Budget to Actual Time Exporting

So I have a subcontractor that I’m compensating based on how well he does budget to actual and we’re trying to find an efficient way to track through Karbon.I’m trying to find a way to easily export the budget to actual time for 1 employee over a certain time frame across all jobs they worked on that are now completed. I think we’d have to set it just for jobs that closed during the period so we’re not double counting across periods. I’m not sure if just creating a custom work view could yield this, since he isn’t always the assignee at the end of a job, and it doesn’t break down budget to actual for that particular assignee. Is there an easier way to do this than just hand-downloading the budget to actual data on each work item he works on and aggregating in an excel workbook?

9 months ago

AntoniyaB.Rising Star

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

Hi guys, what apps have you integrated with Karbon and how do you find them, would be great to hear your experiences.

9 months ago

JessicaGBeginner

asked in Ask a Peer

Client Assignments

Hi Karbon Krew!Curious if there is a way for me to see the list of clients for which I have been assigned as part of the Client Team in Karbon? TIA

9 months ago

TracyMcBeginner

asked in Share Tips & Best Practices

Outlook & Karbon

I get that the best practice here was passed up a long time ago but I’m asking anyway!I have not gotten the hang of using Karbon with Outlook. It’s getting easier with all the improvements Karbon has been making but I still use both for different reasons. Needless to say I have too many emails hanging around in Triage. I’d love to go back and Clear a whole month’s worth of stuff at a time, but…Do they disappear in Outlook, too?What happens to emails and notes attached to Works?What happens to emails I have Pinned & Flagged in Outlook? Thanks everyone!

9 months ago

maxKarbon Community Guide

asked in Ask a Peer

Is anyone using QBO for Invoicing?

We are using the Karbon <> TSheets <> QBO sync to get our time from Karbon to QBO. Our goal is to book time against individual work items, but they come across as sub-clients in QBO, and when we go to generate an invoice, each sub-client (work item) comes through on the invoice with its own heading and subtotal and there is no way that I have found to shut it off.I’m wondering how others get time and materials invoicing done through QBO. We love the payments feature in QBO and have seen our AR go way down, but the invoices are so ugly that we have decided to just book time against clients instead of work items, which comes with it’s own set of issues (it’s much harder to track budgets etc.)Looking for any non-flat-rate billers out there who have come up with a simple way to get this done.

10 months ago

FiSchneiderBeginner

asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes. What are best practices you have found to get a team fully engaged and past the unknown (or fear of change) management?-- Fiona

10 months ago

DianeKCommunity Champion

asked in Ask a Peer

Best Settings within Karbon

What are best practices for the Settings within Karbon? If a setting needs to be changed, How would I do that?

10 months ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

10 months ago

MariaVRising Star

asked in Ask a Peer

DianeKCommunity Champion

asked in Share Tips & Best Practices

What is best practice for working with my current billing solution outside of Karbon

What is best practice for working with my current billing solution outside of Karbon?

10 months ago

DianeKCommunity Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

10 months ago

Victoria PetersSuperstar

asked in Ask a Peer

Insights - There is a lot of information there

How do you use Insights? Does it help with decision making? How often do you review the numbers and why?

10 months ago

DianeKCommunity Champion

asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

10 months ago

jensSuperstar

asked in Share Tips & Best Practices

What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?

10 months ago

Karen AndrewsBeginner

asked in Share Tips & Best Practices

Out of Scope work

How does everyone manage their out of scope work? We are trying to decide if we should add a repeating work item each month for out of scope work for each client but not sure if that will create a lot more work for everyone having to close this each month? Any suggestions?

10 months ago

mikedoanBeginner

asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.

10 months ago

Hannah - Efficient TradieBeginner

asked in Ask a Peer

How to Export Total Time per Client

Hi Peeps,Is there a way to export time that shows the total time tracked for each client in one report? I want to see how much time was spent on every client in a month. Thanks in advance,Hannah

1 year ago

CarlaCaldwellBeginner

asked in Ask a Peer

How do you manage your Triage?

- Do you manage on a specific frequency? - Do you defer/delegate or reply right away?- Do you utilize To-do's?Share what you have found that works- I love hearing the many ways people do things and always pick up a tip!

1 year ago

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