Client Portal

How to Guide for Client Portal

Review Tasks

You will receive an email with your tasks. Click on ‘manage checklist’ to access the tasks you need to complete.

 

You will automatically see all the tasks assigned to you for completion.

 

 

 

 

 

 

 

 

Please note: if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.

 

Comment, ask questions and upload files

You’ll be able to comment, ask questions and upload files on each of the tasks, which your accountant is immediately notified of and can take action.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click Comment to comment or ask questions on a task or click upload files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.

 

Log in

By logging in, you’ll have access to all your open and closed requests, including current client requests that haven’t been completed. You’ll also have copies of documents you have uploaded, so you can keep track and easily find what’s been sent.

  • If you have a login, follow the instructions and log in (example A)

  • If you don’t have a login click the ‘create account’ button and it will ask you to create an account (example b).

  • If you forgot your password, click the forgot password link and follow the instructions (example c)

 

Example A

Example B

 

 

 

 

 

 

 

 

 

 

Example C

 

 

 

 

 

 

 

 

 

 

Once you are signed in, you will be taken directly to the client portal which looks like this.

Karbon example 1.png
Karbon example 2.png
Karbon example 3.png
Karbon example 1a.png
Karbon example 1b.png
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