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Share Tips & Best Practices

Share Tips & Best Practices

Find and share Karbon tips and tricks, and get inspired by others

162 Discussions
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162 Discussions

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blueprintbrianRising Star

posted in Share Tips & Best Practices

NancyRising Star

posted in Share Tips & Best Practices

Karbon Magazine Article - 3 of the best ways to organise process documentation

I don't know who wrote the article but I really appreciate the ideas in it. I tend to organise and name my Karbon process templates by work-type but have found that there is some confusion and colleagues can't find them quickly. The idea of organising them by frequency of tasks hadn't even occurred to me. How do you guys organise your Karbon templates? Any top tips or suggestions would be much appreciated.

19 days ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Favorite Work Flow Statuses

We recently added a new work flow status of “Info Received”. We had a lot of clients in the “Waiting for Client” status and noticed that sometimes the information had been received, but the work owner was never notified or they missed the tag. When we receive information from a client that allows the work to continue (especially with tax returns), we change the status to “Info Received”. This allows everyone to see that the item is ready for the next step and we can clearly see it in our work views.I was wondering, what work flow statuses do you have that have been helpful?

27 days ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

Skip ahead:Introduction Template Files Instructions Troubleshooting Use-Cases and ExamplesIntroductionThe goal of this post is to help you connect the Karbon API to Excel.I will be updating this post with better code (more comments), and instructions on how to get this set up. I may do a series of posts loosely related to pulling in data from Karbon to model and use in Excel using Power Query and Power Pivot.If you use any of these functions or have better ways of executing this code, I would love to see your comments.Specific use cases should be addressed in new topics and then linked back to this topic. The most useful and interesting use cases posted in the comments will get added to this OP.Template FilesLink: Human Accounting Mastermind Document RepositoryIn the link above, you will find template files for Excel and Power BI (coming soon). These files have everything you need to get started, but there are some additional setup steps that I will cover below.InstructionsHow to add y

28 days ago

Allan DorffBeginner

asked in Share Tips & Best Practices

Can I assign priority levels to the Work Dashboard? (i.e High, Normal, Low priority levels)

As a first year user, I am trying to understand if I am able to assign something like a High/Normal/Low priority to projects/assignments/tasks so when a client calls in needing immediate attention, the project doesn’t get lost in the entire WIP task list.

1 month ago

Logan BaillieKarbon Team

published in Share Tips & Best Practices

Deep-dive into Karbon Practice Intelligence (KPI) workbooksKPI

Hi everyone!I recently hosted a session to help you make the most out of Karbon Practice Intelligence.Here’s the recording:We covered how you can use KPI to:Track email volume and response times Identify WIP and work to be billed Understand employee efficiency and client profitability Balance competing priorities, resolve resource conflicts and adapt to changing project demandsI’d love to hear your thoughts on KPI. You can add your thoughts and feedback right here in the comments below.

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1 month ago

Cindy HartRising Star

asked in Share Tips & Best Practices

Online Faxing

We just switched over to VXT for phone service but it doesn’t include a fax line, I’m sure any of the online fax companies are fine but wanted to make sure there wasn’t any to stay away from? What have you had luck with? We only have one client that uses our fax # but we do still fax documents to IRS when needed.

1 month ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

Thanks to all who joined me and our Product Managers for our product roadmap webinars for Q2 2023. It was great to see so many familiar names!For those who weren’t able to join us live, we presented some exciting updates to Karbon and shared how you can expect you, your team, firm, and clients to benefit.You can watch the recording to see:Karbon AI Shared Triage New integrations Billing and Payments Updates to KPI, Work, and Client PortalPlease feel free to join the beta programs showcased in the presentation. Karbon AI BetaXPM BetaBilling BetaAnd for customers who would like to provide their feedback on Custom Fields for Contacts Report, please fill in this survey link.We’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

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1 month ago

Dee JohnsKarbon Team

published in Share Tips & Best Practices

Discover how Pretium Solutions is saving time and boosting productivity with Karbon Practice IntelligenceKPI

Hi all!We just wrapped up a fantastic webinar with our Co-Founder, Stuart McLeod, and Paul Sweeney from Pretium Solutions.The purpose of this session was for Paul to showcase how his firm deriving value from Karbon Practice Intelligence (KPI).Here is a copy of the recording for anyone to learn:How KPI uncovered inefficient processes at Paul’s firm What data Pretium Solutions is capturing and how they're leveraging it How KPI has helped uncover (and then bill for) out-of-scope work How KPI has improved their client communication and team accountabilityAs always, I’d love to hear your thoughts about KPI. Feel free to add them to the comments section below.

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2 months ago

Lisa RaicheBeginner

asked in Share Tips & Best Practices

changing email subject line

Can you change an email subject line in an email that is responded to in triage? Example client sends email with no subject. When I reply I want to add a proper subject line. Can I change the email subject line?

2 months ago

Trevor SunnyBeginner

asked in Share Tips & Best Practices

Templates

Can a user create, view or amend templates?

2 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Add notes to Karbon from your iPhone with the push of a button using speech to text

BackgroundI got a little side project up and running last night. It’s an iPhone shortcut that you can add to Siri or your phone’s home screen. It asks you to dictate a message then adds it to Karbon as a note. You have the option to set the author, assignee, and a few other parameters.Link: Add Karbon note from iPhone shortcut (tap from iPhone)Use caseAfter a client meeting while ideas are fresh, tap this button on the ride home and spill all the details for an assistant or admin to get started right away. Great for between multiple meetings on the same day. A fellow staff member walks by and tells you something important about a client… pull out phone and dictate yourself a note to hit your triage later for when you are back at your desk. Get a text message on your phone while golfing (I hate golf) and add a note to Karbon quickly instead of leaving the text unread/forgotten.Things you’ll needAn iPhone API Application Key and Bearer Token - register Patience 😉InstructionsGather your

3 months ago

joshstandleyRising Star

asked in Share Tips & Best Practices

Request/Question Documentation

We would like clients to submit their requests in writing to our support email so we are able to make sure we get everything done. However, instead of just using the email to track this, I thought creating a workflow template item to manage this and be able to follow up with required information might be VERY helpful to standardize collecting information we need as most items require certain information.Based on the email we can fill in some of the blanks, however, other times we will need to request items and want to keep everything organized and make sure we are resolving these issues/questions.Does anyone already do this or have a template they would be willing to share that like? Giving our staff the ability to work through an issue and document what we know and what we need?My thought is it should be generic enough to cover everything. In one example, a client wants to know how to handle a bounced check in QBO. While sometimes we might just resolve this on behalf of the client, an

3 months ago

Nikki DiddensBeginner

asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting? We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open. I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see. What are some options that you use?

3 months ago

Darleene ReeveBeginner

asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it. thanks in advance!

3 months ago

Jess MarcelloKarbon Team

published in Share Tips & Best Practices

🚨 New playbook alert: Double Your Firm's Pricing in 4 Easy Steps

Very excited to share our latest ebook with you all: 🎉 The Pricing Playbook: Double Your Firm's Prices in 4 Easy Steps 🎉 We worked with Ryan Lazanis from Future Firm to create a guide to help you charge what you're worth. It covers these 4 steps for doubling your prices:Lay the foundations in your Discovery Call Set up 3-tiered pricing Leverage an ‘Options Call’ Finalize the sale with a well-defined agreement We also debunk some common myths about raising prices and delve into the psychology of pricing. You can download it here. Would love to know your thoughts—feel free to add them below. Or email me at jessica@karbonhq.com (while you're at it, if there's something you'd like to see more of over at Karbon Magazine, let me know). Happy price increases to you all 👋

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3 months ago

Sandy ParkerBeginner

asked in Share Tips & Best Practices

How to Create Workflows for Fiscal Year Ends

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends. Does anyone know of an easy how-to process for this?

3 months ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

I like to think of Karbon’s Automators as ‘if this, then that’ rules. You let you set task and work statuses, assignees or more to automatically updated based on a certain activity happening (such as the preceding tasks being completed). They are one of the most powerful ways you can use Karbon to take care of all that boring admin work, and save your team a ton of time in the process. Here are 6 of our favorite ways that we’re seeing Automators being used. If we’ve missed any of the go-to ways you use Automators, we’d love to hear from you. Leave a comment below! Let your colleague know their tasks are ready to start. A lot of tasks in your workflow are dependent on others being completed first. If you’re preparing a tax return, the work papers can’t be started until the financial statements have been signed off. Or if you’re performing payroll, there is a lot that needs to happen before pay run can be scheduled. This might be OK if you’re the one completing each step in th

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4 months ago

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

4 months ago

Emblyn CPABeginner

asked in Share Tips & Best Practices

Mass client onboarding

I’m starting a new firm and my plan was to onboard a few hundred clients in one shot. Has anyone done this before and have any tips? I should mention I will also be using practice ignition.

5 months ago

Cynthia ArciniegaBeginner

asked in Share Tips & Best Practices

Calendar

Does Karbon Sync Task Due Dates with Google Calendar?

5 months ago

AntoniyaB.Superstar

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.

5 months ago

Dee JohnsKarbon Team

published in Share Tips & Best Practices

Here's a recording of our recent KPI webinarKPI

Hi all!Ian and Logan recently hosted a deep-dive into how Karbon Practice Intelligence (KPI) can help you out during tax season.They discussed how to answer the following questions using KPI:Where are the bottlenecks in workflows? Where is a firm tracking this month in billable hours vs. planned? What is the capacity of a team to complete work on time?We would love to hear your thoughts on KPI, as well as any questions or feedback you have. You can add your thoughts right here in the comments below.

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5 months ago

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