Karbon is our workflow management system that helps us keep on top of all our clients’ work.
As our client, from time to time, you may receive emails from our team members containing a checklist of items. This checklist is sent to you via Karbon.
Our objectives of collaborating with you in this way are to help you know exactly what you need to provide, and automatically remind you if there is any outstanding information we are waiting on. It will make our communication together smoother, and enable our team to serve you more efficiently.
What is a Karbon Checklist?
Karbon checklists make it easier for us, as your accountant, to request information that we need and to remind you of things you need to do. It’s a secure and easy way to communicate with us and keep track of the progress of your accounting work.
When you receive an email containing a checklist, you will be able to click a link that will take you to a unique view, listing all your items that need to be completed. The first time you access this checklist, you will be prompted to create a new 4 digit PIN, which ensures only yourself and our team have access.
If you choose to remember your PIN on this device, you won’t be required to enter it every time. However, you will need to enter this same PIN if you access your checklist on a second device, like your mobile phone.
You will then be taken to your personal checklist that requires completing. We will provide detailed instructions and requirements for each item. If the item requires, you will be able to upload documents as well. On completion, please mark the item as complete to instantly notify us.
What is the PIN and why do I need it?
To keep your checklist secure, you access it with a 4-digit numeric PIN. The first time you visit the checklist you’ll be asked to choose a PIN. If you logout of the checklist or view the checklist on another device, you will be asked to enter this PIN again.
If you forget your PIN at any time, just click “Forgot your PIN” to reset it.
What to do with your Karbon checklist
Please read and complete each checklist item from your accountant. Once you complete an item, check it off to notify your accountant that it’s done.
If you click on the title or description of a checklist item, it will expand to reveal more information.
Adding comments and uploading files
Sometimes you’ll have a question or comment for your accountant about a checklist item.
To add a comment, click “Add a comment or upload files” at the bottom of the checklist item. This expands the checklist item and reveals a comment input window for you to write your message.
You’ll also see a paperclip icon, click this icon to upload files along with your comment.
When you add a comment or upload files your accountant will be notified and can respond if needed.