Hi everyone!
As we are nearly fully transitioned to Karbon, I've started sending out Onboarding checklists to our clients. These checklists help us gather all the necessary information for setting up their profiles in the system and preparing their corporate taxes. However, we've run into an issue where many clients are sending their documents as attachments in reply to the email, instead of uploading them directly to the Karbon Checklist.
I'm curious to know how others have tackled this issue and encouraged clients to use the Karbon Checklist for document uploads. Any tips or tricks you've found effective in making this process smoother would be really helpful.