Clients often manage multiple accounts—personal finances, multiple businesses, or related entities. Karbon for Clients (K4C) simplifies this by allowing them to manage multiple entities seamlessly from a single login, even if different email addresses are used.
How Karbon for Clients Handles Multi-Entity Contacts
Multiple entities, one login: Clients can manage all entities under one Karbon for Clients login.
Email flexibility: The login email address doesn’t have to match entity-specific email addresses.
Recommended Contact Setup in Karbon
To keep things clear, it’s best to consolidate contacts. For example:
Person Contact: Abigail Silvers
Contact Card 1: Personal
Email: abigail@gmail.comContact Card 2: Bookkeeper for Reach Foundation
Email: abigail@reachfoundation.com
Tip: Avoid splitting one person into multiple Person Contacts whenever possible.
Sending Invitations to Clients
Each entity requires its own invitation:
Send separate invitations clearly indicating the associated entity (personal or business).
Permissions: Each invitation can have different access levels (e.g., full for personal, limited for business).
Example:
Invitation 1: Abigail’s personal account (full access) to abigail@gmail.com.
Invitation 2: Reach Foundation (limited access) to abigail@reachfoundation.com.
How Clients Accept Multiple Invitations
Clients can use one Karbon login for multiple invitations, even if emails differ.
First invitation: Clients create their initial account/login.
Additional invitations: Clients select "Use existing account" to connect new invitations to the existing login.
Important:
Clarify to clients they do not need matching email addresses.
Ensure clients understand they won’t lose access or mix accounts.
Clients Switching Between Entities
Clients can easily switch between entities within Karbon for Clients:
Click the current entity’s name (below the firm logo on desktop, top-right on mobile).
Select the entity to view tasks or documents associated with it.
Clients Switching Between Firms (Less Common)
If clients interact with multiple accounting firms:
Click their initials (top-right desktop) or the hamburger menu (top-left mobile).
Select and switch to the preferred accounting firm.
Firm Best Practices & Tips
Proactively explain the single-login process to clients.
Clearly label each invitation.
Offer assistance when setting up multi-entity accounts for clients.