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Share Tips & Best Practices

Share Tips & Best Practices

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

170 Discussions
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Sara GoepelKarbon Team

published in Share Tips & Best Practices

Sab_SKarbon Team

posted in Share Tips & Best Practices

Tips on diffulty Logging into Karbon

Hi Everyone,I know a few people having issues logging into Karbon (it just loads forever!). A quick fix is to use this url: https://app2.karbonhq.com instead of https://app.karbonhq.com to log in. This has done the trick both for issues logging in with Google and Microsoft

1 month ago

Logan BaillieKarbon Team

published in Share Tips & Best Practices

Deep-dive into Karbon Practice Intelligence (KPI) workbooksKPI

Hi everyone!I recently hosted a session to help you make the most out of Karbon Practice Intelligence.Here’s the recording:We covered how you can use KPI to:Track email volume and response times Identify WIP and work to be billed Understand employee efficiency and client profitability Balance competing priorities, resolve resource conflicts and adapt to changing project demandsI’d love to hear your thoughts on KPI. You can add your thoughts and feedback right here in the comments below.

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3 months ago

Allan DorffBeginner

asked in Share Tips & Best Practices

Can I assign priority levels to the Work Dashboard? (i.e High, Normal, Low priority levels)

As a first year user, I am trying to understand if I am able to assign something like a High/Normal/Low priority to projects/assignments/tasks so when a client calls in needing immediate attention, the project doesn’t get lost in the entire WIP task list.

3 months ago

Cindy HartRising Star

asked in Share Tips & Best Practices

Online Faxing

We just switched over to VXT for phone service but it doesn’t include a fax line, I’m sure any of the online fax companies are fine but wanted to make sure there wasn’t any to stay away from? What have you had luck with? We only have one client that uses our fax # but we do still fax documents to IRS when needed.

3 months ago

Cynthia VinczeRising Star

asked in Share Tips & Best Practices

How do you use Email Templates in Karbon

I’m hoping to get some great ideas on where I should incorporate the “email template” in my workflow. Since not having this feature when I started Karbon 7 mths ago, I’ve made my own work-arounds using “work” and sending client tasks in lieu of sending an email. Can’t wait to see what everyone’s doing!

2 months ago

joshstandleyRising Star

asked in Share Tips & Best Practices

Request/Question Documentation

We would like clients to submit their requests in writing to our support email so we are able to make sure we get everything done. However, instead of just using the email to track this, I thought creating a workflow template item to manage this and be able to follow up with required information might be VERY helpful to standardize collecting information we need as most items require certain information.Based on the email we can fill in some of the blanks, however, other times we will need to request items and want to keep everything organized and make sure we are resolving these issues/questions.Does anyone already do this or have a template they would be willing to share that like? Giving our staff the ability to work through an issue and document what we know and what we need?My thought is it should be generic enough to cover everything. In one example, a client wants to know how to handle a bounced check in QBO. While sometimes we might just resolve this on behalf of the client, an

6 months ago

Nikki DiddensBeginner

asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting? We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open. I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see. What are some options that you use?

2 months ago

Darleene ReeveBeginner

asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it. thanks in advance!

6 months ago

Jess MarcelloKarbon Team

published in Share Tips & Best Practices

🚨 New playbook alert: Double Your Firm's Pricing in 4 Easy Steps

Very excited to share our latest ebook with you all: 🎉 The Pricing Playbook: Double Your Firm's Prices in 4 Easy Steps 🎉 We worked with Ryan Lazanis from Future Firm to create a guide to help you charge what you're worth. It covers these 4 steps for doubling your prices:Lay the foundations in your Discovery Call Set up 3-tiered pricing Leverage an ‘Options Call’ Finalize the sale with a well-defined agreement We also debunk some common myths about raising prices and delve into the psychology of pricing. You can download it here. Would love to know your thoughts—feel free to add them below. Or email me at jessica@karbonhq.com (while you're at it, if there's something you'd like to see more of over at Karbon Magazine, let me know). Happy price increases to you all 👋

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6 months ago

Sandy ParkerBeginner

asked in Share Tips & Best Practices

How to Create Workflows for Fiscal Year Ends

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends. Does anyone know of an easy how-to process for this?

6 months ago

Trevor SunnyBeginner

asked in Share Tips & Best Practices

Templates

Can a user create, view or amend templates?

5 months ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

Thanks to all who joined me and our Product Managers for our product roadmap webinars for Q2 2023. It was great to see so many familiar names!For those who weren’t able to join us live, we presented some exciting updates to Karbon and shared how you can expect you, your team, firm, and clients to benefit.You can watch the recording to see:Karbon AI Shared Triage New integrations Billing and Payments Updates to KPI, Work, and Client PortalPlease feel free to join the beta programs showcased in the presentation. Karbon AI BetaXPM BetaBilling BetaAnd for customers who would like to provide their feedback on Custom Fields for Contacts Report, please fill in this survey link.We’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

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1 month ago

Dee JohnsKarbon Team

published in Share Tips & Best Practices

Discover how Pretium Solutions is saving time and boosting productivity with Karbon Practice IntelligenceKPI

Hi all!We just wrapped up a fantastic webinar with our Co-Founder, Stuart McLeod, and Paul Sweeney from Pretium Solutions.The purpose of this session was for Paul to showcase how his firm deriving value from Karbon Practice Intelligence (KPI).Here is a copy of the recording for anyone to learn:How KPI uncovered inefficient processes at Paul’s firm What data Pretium Solutions is capturing and how they're leveraging it How KPI has helped uncover (and then bill for) out-of-scope work How KPI has improved their client communication and team accountabilityAs always, I’d love to hear your thoughts about KPI. Feel free to add them to the comments section below.

3023

4 months ago

Emblyn CPABeginner

asked in Share Tips & Best Practices

Mass client onboarding

I’m starting a new firm and my plan was to onboard a few hundred clients in one shot. Has anyone done this before and have any tips? I should mention I will also be using practice ignition.

7 months ago

Cynthia ArciniegaBeginner

asked in Share Tips & Best Practices

Calendar

Does Karbon Sync Task Due Dates with Google Calendar?

7 months ago

Dee JohnsKarbon Team

published in Share Tips & Best Practices

Here's a recording of our recent KPI webinarKPI

Hi all!Ian and Logan recently hosted a deep-dive into how Karbon Practice Intelligence (KPI) can help you out during tax season.They discussed how to answer the following questions using KPI:Where are the bottlenecks in workflows? Where is a firm tracking this month in billable hours vs. planned? What is the capacity of a team to complete work on time?We would love to hear your thoughts on KPI, as well as any questions or feedback you have. You can add your thoughts right here in the comments below.

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8 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Book Club

Many of you all actively seek excellence.What books have made the most impact on your journey?Why did they have an impact?Feel free to add a quote to a book already listed. I’ll go first and will add to this list as people add books in the comments. 😁Table of ContentsTable of Contents Professional Development Learning to Lead, Leading to Learn The Toyota Way to Service Excellence Personal Development Crucial Conversations (Third Edition) The Power of When Fun Books The Enderverse The Casual Vacancy Biography Genghis Khan and the Making of the Modern World Alexander Hamilton Professional DevelopmentLearning to Lead, Leading to Learnby Katie AndersonKatie had the amazing opportunity to spend many hours interviewing, learning from, and discussing leadership with one of Toyota’s key executives. It’s an interesting window into wise leadership through ups and downs throughout his career. - @max The Toyota Way to Service Excellenceby Jeffrey Liker and Karyn RossThis book uses storie

9 months ago

Dee JohnsKarbon Team

published in Share Tips & Best Practices

Here’s a recording of the KPI webinarKPI

Earlier, Ian, Logan and Saadat co-hosted a webinar, about Karbon Practice Intelligence (KPI)!Moving from insight to action with self-service data, firms can quickly identify and respond to critical business questions at tax time.Where are the bottlenecks in workflows? Where is the firm tracking this month in billable hours vs. planned? What is the capacity of the team to complete work on time?We would love to hear what you think about KPI, as well as any questions or feedback you have. You can add your thoughts right here in the comments below.

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9 months ago

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