Karbon - Client Requests
Harvest Accounting uses Karbon as a work and communication management tool. We will primarily communicate through email but from time to time for standard tasks, reminders, and document requests such is at month end and financial year end, you may expect to be sent Client Requests.
When you receive an email containing a checklist, you will be able to click a magic link that will take you to a list of all your items that need to be completed for that particular request. You can add comments and 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.
If you want to be access everything sent to you previously including completed requests, as well as copies of documents and files uploaded you can create a Client Portal login for full access to this information.
Karbon: magic link | client portal login | client requests