You have a seamless way to upload and submit documents, communicate, and track progress on your tasks. This guide will walk you through how to manage your tasks, send messages, and review collaborators.
Accessing Your Open Tasks
When your accountant assigns you a task, you will receive an email notification. To access your tasks:
Open the email from your accountant.
Click on Manage Checklist in the email.
This will take you directly to your task list.
Reviewing Your Open Tasks
Once in your task list, you will be able to view any open tasks related to what your accountant has sent to you. You will be able to take a few different actions based on what is needed.
Messages
You can communicate with your accountant directly within Karbon by leaving comments or uploading documents.
To send a message, go to the Messages section and select + Comment.
To send documents, click + Upload.
Documents
To review documents that you or your accountant have uploaded:
Navigate to the Documents section within the task.
View all documents exchanged related to the job.
Click on a document to preview or download it if needed.
Collaborators
Each task includes a Collaborators section where you can see who is involved.
Click on the Collaborators tab.
View the list of people assigned to the task, including your main contact for any questions.
Submitting Completed Tasks
Once you have uploaded all required documents and added any necessary comments:
Review the task details to ensure everything is complete.
Click the Mark as Complete button to submit your response to your accountant.
If additional information is required, your accountant may leave comments or reopen the task.
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)