An introduction to Karbon’s Client Portal - North America

  • 23 August 2022
  • 1 reply
  • 250 views

Userlevel 2


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.


1 reply

Userlevel 7
Badge +13

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.

Reply