Karbon for Clients is a secure and user-friendly portal designed to simplify collaboration with your accountant. It helps you easily share documents, respond to requests, and approve important items—all in one place.
What You Can Do with Karbon for Clients
Stay Organized: View all requests, shared documents, and approvals in a single, easy-to-use portal.
Upload & Manage Documents: Securely share the files your accountant needs, without the hassle of email attachments.
Review & Approve with Ease: Quickly review and approve documents directly within the portal.
Safe & Secure: Your information is protected with enterprise-grade security.
Access Anywhere: Use Karbon for Clients on desktop or mobile, so you can respond anytime, anywhere.
How to Get Started
Follow these simple steps to set up and start using Karbon for Clients:
1. Accept Your Invitation
Your accountant will send you an email invitation. Click the link in the email to access the portal.
2. Set Up Your Account
Create a password and log in for the first time. You may also set up multi-factor authentication for added security.
3. Navigate Your Client Portal
Explore your dashboard, where you can see document requests, approvals, and messages from your accountant.
4. Upload and Share Documents
Securely upload files requested by your accountant, track what you've sent, and manage your documents in one place.
Need Help?
If you have any questions, check out our Karbon for Clients FAQ or contact your accountant for assistance.
If you're experiencing technical difficulties or something isn’t working as expected, please reach out to the Karbon Support team at support@karbonhq.com.
To help us assist you quickly, please include the following details in your email:
The firm or accountant you’re working with
Your name
A description of the issue, including any error messages, screenshots, or recordings (if possible)