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Share Tips & Best Practices

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

  • 201 Discussions
  • 827 Replies
201 Discussions
Tim Schaufele
Beginner
Tim SchaufeleBeginner
asked in Share Tips & Best Practices
Adding custom client fields

How can a custom client field be added to a company?  I am in Canada and want to add the provincial tax account to my client data, but do not see a way to do this, help.

1
max
Sr. Karbon Community Guide
4 hours ago
Matt Collis
Beginner
Matt CollisBeginner
posted in Share Tips & Best Practices
Streamlined Client onboarding and ID verification

Hello 👋We recently launched our client onboarding and ID verification solution, integrated natively with Karbon. We automatically complete KYC/AML screening as required by regulators globally (E.g. ICAEW, ATO, TPB, etc.). It helps Accounting firms to save time, reduce the chance of errors, and streamline the client experience.If you have a moment, we would love your feedback!!Screenshot of IdentityCheck working inside KarbonKey features include:Simple trigger integrated right inside Karbon. No extra tabs open to or software to learn. Fully automated biometric ID verification (using government-issued ID and a selfie). Anti-Money Laundering screening (optional). Secure handling of personal information, tax file numbers, etc. Supports photo ID documents from over 230 countries. Requires no data entry by you or clients. Private by default, but secure access to all collected personal data as required. Fully customisable onboarding form with dynamic panels, e-signature, and file uploads.​​​

4
Matt Collis
Beginner
12 days ago
B
Newcomer
Benjamin DawesNewcomer
asked in Share Tips & Best Practices
Clients on Auto-Pay

We manually sent out Auto-Pay requests to 200 clients this week. Now we would like to know which of them have signed up and who we need to follow up. Is there a client report that shows this? It would be cumbersome to check every single client’s Billing tab to check.Appreciate any advice.

0
B
Newcomer
18 days ago
Zach Cochran
Karbon Team
Zach CochranKarbon Team
posted in Share Tips & Best Practices
An introduction to Karbon’s Client Portal - North America

A big thank you to everyone who joined us for our introductory webinar about Karbon’s Client Portal.Lexie, Evan, and I demonstrated:An overview of the Karbon Client Portal How you can collaborate more effectively with your clients using the Client Portal Best practices that help your clients self-serve and ask questions within the Client Portal If you have any client portal questions, comments or feedback, please let me know in the comments below.

2
M
Beginner
1 month ago
D
Beginner
Duvi VogelBeginner
asked in Share Tips & Best Practices
Organizing Multiple Properties under Various LLCs - Best Practice

I'm managing a client in the USA who owns multiple entities, each with several properties. The main entity, an LLC, files a 1065 tax return, and each property under these entities requires a separate filing (Form 8825). I've set up the work in Karbon for each property individually.I currently have a Client group in Karbon with all 66 properties listed as organizations. However, I'm struggling to easily identify which properties are associated with which LLC.Does anyone have suggestions on how to best organize and track these work items in Karbon? I want to ensure clear visibility of the properties associated with each entity and manage the workflow efficiently.

1
D
Beginner
1 month ago
S
Beginner
Sherrie MorisonBeginner
asked in Share Tips & Best Practices
Visibility of flows - Assigned VS unassigned

We have assigned other team members to flows for visibility but we are trying to minimize what flows show up under the filters. Example: I have person X assigned to a flow but I have given person XX visibility under ‘client team’ how can we filter the flows to only show what they are assigned to, NOT to be included with flows they have visibility on.  

3
max
Sr. Karbon Community Guide
1 month ago
Y
Beginner
Yan NgBeginner
asked in Share Tips & Best Practices
Work page - Completed task clients still appear on the page

Hi, At Work page, some clients task are completed and turned in grey colour, however, how can they removed from the page so that it is easier for my reading and organize my works.

5
max
Sr. Karbon Community Guide
1 month ago
K
Beginner
Katrina NoenchenBeginner
asked in Share Tips & Best Practices
Zap Task Usage Using Webhooks and API

Hi!We have started testing and creating Zaps using Zapier Webhooks and the Karbon API and were wondering if anyone has an idea around how many tasks the Zap would use or examples of Zaps that would use too many tasks when using webhooks just so we don’t go over our task limit?For reference, the zap in testing would be to get a list of clients from Karbon and update the information in HubSpot to match the client information in Karbon.Thank you in advance for your responses!

0
K
Beginner
1 month ago
M
Beginner
Melodee LopezBeginner
asked in Share Tips & Best Practices
remove colleagues visibility

can i remove colleagues visibility in a recallled email? 

1
max
Sr. Karbon Community Guide
1 month ago
M
Beginner
Melodee LopezBeginner
asked in Share Tips & Best Practices
remove colleagues

can i remove colleagues visibility in a recallled email? 

1
max
Sr. Karbon Community Guide
1 month ago
naomi_paulson
Superstar
naomi_paulsonSuperstar
asked in Share Tips & Best Practices
Best Practice for Document Collection via Template

Hi Karbon Community,I'm working on creating a universal document collection template for our clients. Often, clients email us saying they have documents to send and asking for instructions, and we also frequently email clients to request documents. We want a flexible template that can be sent in response to any document request without listing all the possible documents, while still providing clear and concise instructions. Since we don’t always know what paperwork we will receive, we want to avoid having a section for each document.This might be simple, but I am curious about what the best way to format the template is. I would love to hear your best practices or examples of such templates that you've found effective!Thank you! 

6
max
Sr. Karbon Community Guide
1 month ago
K
Beginner
Katrina NoenchenBeginner
posted in Share Tips & Best Practices
Zaps with Karbon

Hi everyone!We’re looking for everyone to share some interesting and helpful Zaps that they’ve created with Karbon? Please share any ideas you think might be beneficial! 

6
max
Sr. Karbon Community Guide
1 month ago
M
Beginner
michael philipsBeginner
asked in Share Tips & Best Practices
How do I reach out to Intuit QuickBooks payroll support number @855-738-2891 for instant support?

You can contact with our QuickBooks payroll support by calling 855-738-2891 and get immediate assistance for all your quickbooks payroll queries.

0
M
Beginner
1 month ago
K
Beginner
Katrina NoenchenBeginner
asked in Share Tips & Best Practices
Circular Karbon Workflow

Hi everyone!I am wondering if anyone has has some success with a more circular workflow template style rather than a straight workflow? This may be with regards to which automatons to use?Thank you!

8
max
Sr. Karbon Community Guide
1 month ago
Christy Sisk
Beginner
Christy SiskBeginner
asked in Share Tips & Best Practices
Print Client Request Summary

I receive an internal error message when trying to print client request summary. Any suggestions on how to fix this issue?

1
max
Sr. Karbon Community Guide
2 months ago
Danelle Adair
Beginner
Danelle AdairBeginner
asked in Share Tips & Best Practices
Billing Statement

Does anyone know how to print a billing statement for a client that has multiple invoices due?

1
max
Sr. Karbon Community Guide
2 months ago
CarlaCaldwell
Rising Star
CarlaCaldwellRising Star
posted in Share Tips & Best Practices
Best Practice: How I remind myself of an email

When I send out an email to a client, I typically start the email from a timeline rather than using the global + button in the upper right hand corner to create a new email.One of the main reasons I do that is if I’m expecting a reply or something back from the client, I can change the status of the email to "Waiting" or "Waiting for Client" in the information tray. I can then assign the email to myself, give it a to-do date of the day that I want to follow up with them and then also include a due date (if I've set a due date for the client). This allows me to go into my to-do list and sort my list by status so I can see all the emails where I'm waiting for a client.What do you do to remember emails??

4
drich208
Superstar
2 months ago
N
Beginner
Nadine BoboBeginner
asked in Share Tips & Best Practices
client email crossed

when my client sign into their karbon email to upload to my company another clients name is in there along with hers how can I delete the other client from being in her email?

2
ChantalV
Beginner
2 months ago
B
Beginner
Ben HutchessonBeginner
asked in Share Tips & Best Practices
Sent items appearing in triage

Hi Our team have starting having their sent emails appear in their triage. This means that when we email a client and then mark the email off our triage list it reappears with the email we sent.  How can we fix this?  thanks

3
max
Sr. Karbon Community Guide
2 months ago
G
Beginner
Grace McKayBeginner
asked in Share Tips & Best Practices
Benefits of tracking time for both work and contacts?

Hi! I just synchronized Karbon with QB Time. As I use QBO for payroll, the integration with QB Time is handy so that staff can stay in one system (Karbon) to track their hours. So far, I have set up the sync to track time against contacts only.  I am curious if there is a benefit to setting this option to track time against “Contacts & Work” instead. As background, I have service items set up in QB Time & QBO that largely mirror what I have for “work” items in Karbon and staff already have to select a service item in their timesheet so I am not sure if tracking time to “work” in Karbon is redundant. Does tracking time against “work” in Karbon benefit budgeting and reporting features in Karbon? 

4
max
Sr. Karbon Community Guide
2 months ago
D
Beginner
Daniela Antlova
asked in Share Tips & Best Practices
Dealing with "for later - reading" type of emails in Karbon

We all get various emails with newsletters, blogs etc., things we may want to put “in a pile” and perhaps read once a week, maybe at the end of each day.I want to set up a way to clear these from Triage but have a nice virtual “pile” to go to when I have my reading time scheduled. I would like that “pile” to be in Karbon rather than in Outlook. Anybody has a smart system for this?I know I can add these to my To Do list but I am not loving the To Do list function, I way prefer the Work Kanban view but that would require me turning these emails into “Work” which does not make much sense. I am guessing I could set up a private client “Reading” and add each such email to this client and then check it through the To do list when I am ready.But if anyone has any other process that they love for themselves for this I would love to hear it. Thanks!

9
Chris Tinta
Beginner
3 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
published in Share Tips & Best Practices
10 years of Karbon: Celebrating a decade of customer-led innovation

This year we mark the 10th anniversary of Karbon, and we want to take a moment to thank and celebrate you, our incredible customers.Over the past decade, you’ve not only supported and adopted Karbon as a practice management tool within your firms but also played a crucial role in our journey.Your feedback, ideas, and questions have helped us evolve and grow. Testing new features and sharing your insights have been invaluable to our continuous improvement. And that is particularly true of those of you reading this and active in our customer Community.One of the most rewarding aspects of our work is witnessing the success of so many of our customers. We draw inspiration and strength from you all, and your achievements drive us to keep pushing forward.We’ll be celebrating throughout the year and recognizing some of our incredible customers along the way, starting with this video featuring some of you reflecting on what’s changed in your profession over the last decade, and what the future

272
max
Sr. Karbon Community Guide
3 months ago
Jason Grant
Rising Star
Jason GrantRising Star
asked in Share Tips & Best Practices
List view - moving and resizing the columns

in the List view, it would be GREAT to be able to reorder the columns resize themand obviously save the view afterwards. eg below I would make the “Name” column narrower and like to bring Assignee much further to the left.   

2
Jason Grant
Rising Star
3 months ago
Zach Holmes
Beginner
Zach HolmesBeginner
posted in Share Tips & Best Practices
Script to handle looking up Contacts with a duplicate email in Zapier

Repo https://github.com/ZachHolmesDev/find-karbon-contact-handle-duplicatesThis script is designed to run in Zapier and works as a replacement for the prebuilt find contact zap with additional logic to deal with different clients who use the same emailit sends a request to the Karbon API to fetch a list of contacts using a provided email address.The script will return the first contact in the list from the APIthat matches both the provided first name and last nameExample UsageIn our business we have a number of clients who are couples sharing the same email address, this script helps us automatically create work items in Karbon using a similar method using Zapier for the correct client who books with us on Calendlycreation of Karbon work items can be done via API requests using Zapier's built-in HTTP request functions, Hopefully I can release a tutorial on this in futureHope this helps someoneCheck the README in the repo I shared for setup instructions  /** NOTE* putting your auth and

2
Zach Holmes
Beginner
3 months ago
Scott Wadman
Beginner
Scott WadmanBeginner
asked in Share Tips & Best Practices
Form to gather new client information

Is there a form for gathering information from prospective clients?  Is there a way to do this in Karbon?  I would like to send a form to a client as part of the onboarding process.  What is the best practice for this, specifically when gathering private information such as SS#/EIN#s?

8
drich208
Superstar
4 months ago

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