An introduction to Karbon’s Client Portal - North America | Karbon Community

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.

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Please note: The client CAN download documents from a client request if you, the accountant, sent them without creating a login. They cannot download items from completed work or that they uploaded without creating a login. I got this clarified in another thread by Evan and Amelia.

Can a client upload a document in the client portal WITHOUT a request being sent?

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