The Karbon for Clients mobile app extends the capabilities of your client portal to your iOS or Android device, enabling you to stay connected with your accounting firm, manage tasks, sign documents, and share files on the go. This article provides a comprehensive guide to downloading, logging in, navigating, and utilizing the key features of the Karbon for Clients mobile app.
Downloading and Logging In
Download the App:
iOS: Open the App Store on your iPhone or iPad and search for "Karbon for Clients". Tap Get to download and install.
Android: Open the Google Play Store on your Android device and search for "Karbon for Clients". Tap Install to download and install.
Open the App: Tap the Karbon for Clients app icon on your device.
Enter Your Credentials: Use the same email address and password you use for the Karbon for Clients web portal.
Tap "Log In".
Access Your Portal: You are now logged in and can access the mobile app's features.
Mobile App Features and Navigation
The Karbon for Clients mobile app offers all the same major functionalities as the web application, optimized for your mobile device. The primary navigation is located at the bottom of the screen for easy access to key areas:
Home: Provides an overview of recent activity and important updates from your accounting firm.
Tasks: Displays your assigned tasks and client requests. Tap a task to view details, add comments, and mark it as complete.
Signatures: Shows documents awaiting your signature. Tap a document to review and apply your signature.
Documents: Allows you to view documents shared with you and upload new ones.
Account-level options and settings can be found in the hamburger menu (usually located in the top left corner).
For users connected to multiple client accounts, a client switcher is available in the top right corner. Tap the current client name to open a list and select a different client portal.
Managing Tasks
Navigate to the Tasks section.
Tap a task to view its details and add comments.
Mark a task as complete by tapping the checkbox next to it.
To upload documents to a task, open the task and look for an Upload or Add Document button. You can choose files from your device, take a new photo, or select from your photo gallery.
Signing Documents
Go to the Signatures section.
Tap the document you need to sign and review it carefully.
Tap the designated signature field and follow the prompts to draw, type, or upload your signature.
Tap Submit, Sign, or Complete to finalize.
Uploading and Viewing Documents
Navigate to the Documents section or open a specific task.
Tap Upload or Add Document.
Choose to upload a file, take a photo, or select from your gallery. Follow the on-screen instructions.
To view a document, tap its name in the Documents section or within a task.
Client Switching
Locate the client switcher in the top right corner (if applicable).
Tap the current client name.
Select the desired client portal from the list. The app will update to show the information for the selected client.
Troubleshooting
Login Issues: Double-check your email and password and ensure you have a stable internet connection. Contact your accounting firm if you cannot log in.
Missing Tasks or Documents: Verify you are in the correct client portal if you have multiple accounts. If the issue persists, contact your accounting firm.
Document Upload Problems: Ensure the file type and size are supported and check your internet connection.
Signature Issues: Make sure you are tapping within the designated signature field.