Karbon for Clients is designed to streamline communication and collaboration with your accountant or accounting firm in a secure and easy-to-use portal. If you encounter any issues while using the portal or have questions about its functionality, Karbon Support is here to assist you with the following:
1. Accessing Your Karbon for Clients Portal
If you're having trouble accessing the portal, we can assist you with:
Login issues
Setting up your account and verifying your email
Accessing the portal via web or mobile
2. Resolving Technical Errors
If you’re facing error messages or issues with the portal's functionality, we can help you with:
Error codes or glitchy pages
Trouble uploading or downloading documents
Issues with document requests or approvals
Problems syncing documents with your accounting firm’s workflows
3. Navigating the Portal
If you’re unsure about how to use the portal effectively, Karbon Support can guide you through:
Viewing and managing documents
Reviewing and approving documents
Tracking your interactions and progress within the portal
4. Document Management Issues
If you experience difficulties with any document-related tasks, we can support you with:
Requesting documents from your accountant
Uploading and sharing your documents securely
Tracking document status and approval requests
When to Reach Out to Your Accountant
While Karbon Support is here to assist with technical aspects of the platform, there are certain areas where you'll need to contact your accountant directly. These include:
Completing Tax Returns: Any questions or assistance with the preparation and filing of your tax returns.
Questions Relating to Accounting Work: Inquiries about specific financial work your accountant is handling, such as bookkeeping, tax planning, or financial statements.
Non-Technical Matters: For anything that falls outside the technical scope of Karbon, such as advice on tax strategy, accounting practices, or specific legal concerns regarding your finances.
Feel free to reach out to Karbon Support for platform-related issues, but for the above, your accountant will be the best point of contact.
Need Help?
If you have any questions or need help with Karbon for Clients, please refer to our Karbon for Clients FAQ for answers to common questions.
If you are experiencing technical difficulties or something isn’t working as expected, you can reach out to Karbon Support at support@karbonhq.com.
To help us resolve your issue quickly, please provide the following details in your email:
The name of your accounting firm
Your name
A description of the issue you’re experiencing, including any error messages, screenshots, or recordings (if available)
We are here to ensure your experience with Karbon for Clients is smooth and seamless!