Karbon for Clients is your secure, branded portal for seamless collaboration, document management, and approvals with your accounting firm. To access your past client requests and documents within the portal, you'll need to have access to the specific client. There are two primary ways you can gain this access: by invitation from your accounting firm or directly through a client request.
Receiving an Invitation to Karbon for Client
Your accounting firm can send you an invitation to gain access to Karbon for Clients for each relevant client. This invitation will arrive via email.
Accepting the Invitation: Follow the instructions in the invitation email to create your Karbon for Clients account or connect it to an existing one. This process typically involves setting up your login credentials and Multi-Factor Authentication (MFA) for enhanced security.
Full Access: Accepting an invitation provides you with the most comprehensive access to the client's portal, allowing you to view documents, collaboration history, and all tasks (subject to the access level granted by your firm – Limited or Full Access).
Accessing via a Client Request
Your accounting firm will often send you lists of tasks or information requests, known as Client Requests, directly to your email.
Quick Access (No Login Required): If your firm's security settings allow, you can often view and complete these Client Requests directly from the email link without needing to log in to the portal.
Gaining Portal Access from a Client Request: For the full Karbon for Clients experience, including access to all your past documents and tasks, we recommend logging in.
If you already have access to the client's portal, simply click the link in the client request, and you'll typically be prompted to log in directly.
If you do not yet have access to the client in Karbon for Clients, you can click Get started within the client request window.
Follow the prompts to either:
Create a new account: If this is your first time using Karbon for Clients.
Add it to an existing Karbon for Clients account: If you already have a Karbon for Clients account for another client.
Limited Access via Client Request: When you gain access to Karbon for Clients through a client request using the "Get started" option, you will typically be granted Limited Access. This means you will only have access to past and future client requests that have been specifically sent to you. For broader access to all client-related tasks and documents, your firm may need to upgrade your record to "Full Access."
Further Reading 📖