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Share Tips & Best Practices

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

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maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Anonymous

published in Share Tips & Best Practices

The 2022 product recap webinar

It’s that time again: we’re ramping up to the end of another year. So far, we’ve released 59 individual improvements to Karbon in 2022, which is a lot to get across. So, to recap on the biggest and most powerful releases, we’re hosting a webinar in early-December. Our Chief Product Officer, Sara Goepel, and her team of Product Managers will take you through the key improvements and showcase some powerful new Karbon additions. You can register here (even if you can’t attend live, register anyway to receive the recording). Hope you’ll join us!

631

1 year ago

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Best Practice: Re-prioritize the items in your To-Do list using Drag & Drop

If you prefer to see the items assigned to you in a particular order, one option would be to move around your items by using the Drag & Drop option within your Sorting Slider. You can then hold on to those items and drag and drop them into the order you prefer, keep in mind that it might be also helpful to further filter your view so that you’re looking at just the items that need to be taken care of. Has anyone else found their favorite way prioritizing their To-do view? If so, what do you do?

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Karbon API Examples

Skip Ahead:Introduction Examples Add a template-based work item to a list of clients Basic tools for running API requests (Python) IntroductionPlay along at GitHub: https://github.com/dchrm/human-accounting-mastermindThere are certain things in Karbon that I cannot automate the way I want, so I found that the API has worked in many cases. I’m curious how you are using the API. What problems are you solving? I’ll be sharing my implementations here and I welcome anyone to join and share theirs as well. I’ll edit this post with your examples so that we can start to build a repository of real-world DIY API implementations.ExamplesAdd a template-based work item to a list of clientsOur firm is focused on continuous improvement, so we quickly learned that annual recurring work items carry forward with them the poor layout of the year before. We are continually updating our templates with new learning, but our recurring work was missing out on the new way we were approaching work. We d

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

meet Gehn -- Karbon API powers bot to keep our work types tidy

ProblemOur work types are tied to our service codes in QuickBooks Online (QBO). When one of our staff members add a work item with default work type, it doesn't map to any of our services in QBO. I manually searched for work set to default work type and added notes for people to pick the appropriate work type.Current countermeasureI put together a function that acts like a bot. I called it Gehn, and it checks work items to see if they have an appropriate work type. For any work set to default, Gehn creates a note on the work item timeline, assigns it to the work assignee, and asks them to pick the appropriate work type. The note includes a direct link to the work item’s details page, which makes changing the work type simple.Here’s what it looks like this in triage: Here’s a list of other things I would love to see automated:For all company phone calls, search Karbon for a business card with the corresponding phone number and add a note to the timeline asking staff to recap the call an

1 year ago

Trey FulmerRising Star

posted in Share Tips & Best Practices

Development schedule

I believe the development focus for Karbon may be off track. Several “features” are rolled out in what seems to be a never ending beta. Examples below: We can’t see time trends by client without downloading XLS files and doing pivots. A simple time graph on the Organization page would be super helpful for those of us on fixed fee engagements. The inability to create bulk tasks in Karbon is problematic. TaxDome (a product with lower fundraising than Karbon has) rolled this out as well as other products on the market. I’m happy to go the API route, but not knowing if Karbon is going to focus on native feature improvements or open to other developers building on top of the Karbon API is a big Q. None of us want to go the API route only to find that you built it natively. The latest feature release is 100% focused on Practice Intelligence - which is an add on with a pricing model of work items. We all have 1,000’s of work items. This pricing model is not designed to create early adopters

1 year ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Karbon - Slack Integration - Beta Testing - Just do it!

My company has been involved with the Beta testing of the Karbon - Slack integration and it has been awesome. I can’t wait for the official rollout of this integration so the rest of the community can try this new featureBasically this integration allows you to take a note made in Slack and tag it to a Karbon contact timeline or a Karbon Contact and Work timeline. It is really easy to set up and use. There is a very low learning curve involved.If you ever get the opportunity to beta-test something, I highly recommend jumping on it. The experience has been wonderful. They value your feedback and changes are made to improve any bugs or issues that arise during testing based on this feedback. I have enjoyed watching the product evolve and become better and easier to use.GREAT JOB KARBON TEAM! 😃

1 year ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

How to handle spouses? Client Group? Organization? Other option?

I’m working at automating and standardizing our client on-boarding process.When we have a new client, we kick of a simple work item that sends the new client a Karbon client task with a Calendly link to schedule an on-boarding phone call.Once on the call, someone from our staff will go through a form that collects all the necessary information to set the client up in Karbon.Zapier takes the info from the form and creates the contacts in Karbon. For spouses, we have been creating contact groups, but that hasn’t been working too well because you cannot nest them, nor can you create a contact group via Zapier, so I’m thinking about making spouses an organization.Nancy & Frank Garfield - Organization - Client Type: Client - Tier 2Nancy Garfield - Person - Client Type: Client Contact - SignerFrank Garfield - Person - Client Type: Client Contact - SignerHas anyone else thought through this and can help me see if this is a good way to handle it or if there’s a different way to handle it?

1 year ago

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Best Practice: Change the status, colleague, to-do date or due date of To-Do items in bulk

You can do bulk actions such as Change the status of a work item, task, note or email Re-assign a work item, task, note or email Change the To-Do date of a work item, task, note or email Change the Due Date of a work item, task, note or email Just go into your To-Do list, filter by the type of items you’d like to change and set up your sorting options to view in the view you need and in the options menu on the right make those changes. For Example: Re-assigning my tasks to my colleague for a specific client Filtering by: Type: Tasks / Status: Planned, Ready to Start, In Progress and WaitingSorting by: Client

1 year ago

Anika ZubairKarbon Team

posted in Share Tips & Best Practices

Here’s a recording of our introduction to document management webinar

Earlier, I co-hosted an introductory webinar, specifically for our customers, about Karbon’s new document management release! We covered:How to connect your Document Management Systems to Karbon, using Dropbox as an example (OneDrive, SmartVault and other DMS integrations are coming soon) How Karbon can automate your file organization and backups| How to copy work data from Karbon, including emails, notes, and client tasks, to keep everything in sync with your DMSWe would love to hear what you think about document management in Karbon, as well as any questions or feedback you have. You can add your. thoughts right here in the comments below.

1 year ago

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Work-around: Email templates

When sending out multiple emails at a time or sending out the same email to clients on a regular basis, I’ve found that having the ability to easily pull a templated email to send off quickly has been a time-saver. While Karbon doesn’t have email templates, here’s a suggestion I have for those that would like the ability to do this in Karbon. Create a work item called “Email templates” Give it a start date and a due date far in the future, so it doesn't pop into your work view or to-do list. Use the work type of Internal. Send emails to yourself using the subject line as the type of email and then add that email from Triage to the work item "Email templates". This way, you can easily copy from these emails and paste into a new email to the client.

1 year ago

peter_gKarbon Team

asked in Share Tips & Best Practices

An introduction to Karbon’s Client Portal

Leann and I recently held an introductory webinar for Karbon’s new Client Portal, demonstrating:An overview of the Client Portal Best practices for leveraging the Client Portal for effective client collaboration How you can empower your clients to self-serve within the Client Portalhttps://karbonhq.wistia.com/medias/ulc04vr2ce?embedType=iframe&videoFoam=true&videoWidth=640I welcome you to add your questions, comments or feedback below.

1 year ago

Omer KhanKarbon Team

posted in Share Tips & Best Practices

An introduction to Karbon’s Client Portal

This week, Prasad, Amelia and I hosted a webinar all about Karbon’s Client Portal.We covered:An overview of the Client Portal How to increase efficiency when working with your clients using the Client Portal Some Client Portal best practices, including how to empower your clients to self-servehttps://karbonhq.wistia.com/medias/nvbwcz39yz?embedType=async&seo=false&videoFoam=true&videoWidth=640If you have any questions or feedback about the Client Portal, please add your thoughts below.

1 year ago

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.

1 year ago

peter_gKarbon Team

posted in Share Tips & Best Practices

An overview of the Karbon calendar integration - EMEA

Earlier this week, I was joined by Anika and we demonstrated the new My Week and calendar integration in Karbon.During the session, we covered:How to connect your calendar in Karbon The ins and outs of how the calendar integration works Some best practices for managing and prioritising your time using the calendar in My WeekYou can watch the recording here. If you have any questions, comments or feedback, please let me know in the comments below.

1 year ago

Omer KhanKarbon Team

posted in Share Tips & Best Practices

An overview of the Karbon MyWeek calendar integration

I recently hosted a webinar about Karbon’s powerful new My Week and calendar integration.We demonstrated:How to connect your calendar to My Week in Karbon How the calendar integrates works within Karbon Best practices for managing and prioritising your time using the calendar integrationhttps://karbonhq.wistia.com/medias/477muiur8gIf you have any questions or feedback about the calendar integration, please feel free to add your thoughts below.

1 year ago

Zach CochranKarbon Team

posted in Share Tips & Best Practices

An overview of the Karbon calendar integration

Thank you to all those who joined me, and Lexie for our webinar covering all things My Week and calendar integration in Karbon. As a recap, in the session we coveredHow to connect your calendar in Karbon How the calendar integration works Best practice steps for managing and prioritizing your calendar in My Week If you have any questions, comments or feedback, please let me know in the comments below.

1 year ago

Omer KhanKarbon Team

posted in Share Tips & Best Practices

A recording of our introduction to document management webinar - One Drive Integration

Lachlan and I recently hosted a webinar about Karbon’s new document management integration with Microsoft OneDrive.We demonstrated:How to connect OneDrive and Karbon How Karbon can automate your file organisation and backups How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Recording hereI would like to know any questions or feedback you have about this integration and/ or document management in Karbon in general. Feel free to can add your thoughts in the comments below.

1 year ago

Zach CochranKarbon Team

posted in Share Tips & Best Practices

A recording of our introduction to document management webinar

Andi and I just hosted a webinar about Karbon’s new document management integration with Microsoft OneDrive. We demonstrated:How to connect OneDrive and Karbon How Karbon can automate your file organization and backups How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMSWebinar RecordingIf you have any questions or feedback, please feel free to add them in the comments below.

1 year ago

Anika ZubairKarbon Team

posted in Share Tips & Best Practices

A recording of our introduction to document management webinar

I recently hosted a webinar with Peter about Karbon’s new document management integration with Microsoft OneDrive.During the webinar, we demonstrated:How to connect OneDrive and Karbon How Karbon can automate your file organization and backups How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS If you have any questions, thoughts or feedback, I’d love to hear them. Please feel free to add them in the comments below.

1 year ago

Cheryl Te'oBeginner

asked in Share Tips & Best Practices

Client list per Accountant

Hi Team,Is there a way to easily sort "client list" by Accountant. So if I wanted to find out, who are all John's clients? who are all Paul's clients? who are Sally's clients? Thank youCheryl

1 year ago

Cindy MooneyBeginner

asked in Share Tips & Best Practices

Excel download

My client has uploaded an excel file to the Karbon storage along with several pdf files. When I try to download the excel file it changes it to a pdf and won’t open. How do I fix this?

1 year ago

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