Karbon - Magic Link
Harvest Accounting relies on Karbon as a work management and communication tool. We will send client requests when we need to request information and documents from you.
What is a magic link and how does it work?
Harvest Accounting Client Portal is accessed through a magic link, which is a unique URL generated every time client tasks are sent and removes the need for a PIN, but more importantly, improves security.
When a client accesses the tasks sent to them, the link in the email is then associated with that device. This means that client tasks are only accessible from that device.
What if my I want to access the client tasks from a different device?
You will be presented with a screen that has one call to action “Send Access Link”. This will send a newly generated magic link to the original email sent that will allow you to access the client tasks from the computer. The client tasks will now be associated with the new device. If you want to access it from another device, they will need to follow the same process.
Does the Magic Link Expire?
Yes. The magic link is valid for 30 days. If you attempt to access the link after 30 days, you will need to generate a new magic link. The 30 days will recommence.
Karbon: magic link | client portal login | client requests