Index
Video Overview of Client Requests & Client Portal
Please feel free to view and share with your clients the video version of the How to Guide.
Here is a link to send to your clients.
How to Guide - Client Requests & Client Portal
Welcome to the [insert name of firms] client portal. [Insert name of firm] is excited to introduce the new client portal. This portal is an online management system that allows you to easily and safely send, receive and store all of your accounting and tax information online.
What does this mean for you?
The client portal allows you to review and approve your accounting and tax information with the click of a button. It also allows you to view open and closed requests and any current requests we've sent to you.
Why are we doing this?
It’s a safer and more efficient way to handle your accounting and tax. It simplifies the process for you and allows us to serve your individual needs better. It also provides you with more flexibility, you can comment and ask questions directly in the portal. Your accountant is immediately notified and can take action. This eliminates the need for email and keeps it all together in one place, so you can review it at any time.
What do you need to do?
Please follow the process below to:
Review Tasks
You will receive an email with your tasks. Click on ‘manage checklist’ to access the tasks you need to complete.
You will automatically see all the tasks assigned to you for completion.
Please keep in mind if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.
Comment, ask questions and upload files
You’ll be able to comment, ask questions and upload files on each of the tasks, which your accountant is immediately notified of and can take action.
Click Comment to comment or ask questions on a task or click upload files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.
Log in to the Client Portal
By logging in, you’ll have access to all your open and closed requests, including current client requests that haven’t been completed. You’ll also have copies of documents you have uploaded, so you can keep track and easily find what’s been sent.
Create an account for the Client Portal
To create an account
Click on the 'Log In' Option from your Client Requests
Click 'Create an Account'
Enter the email address you were sent the Client Requests to
Add a password
Reset Account
Click on the 'Log In' Option from your Client Requests
Click 'Forgot Password?'
Enter the email address you were sent the Client Requests to
You should receive an email shortly with a reset password link
Keep in mind if you're not receiving the email there are two possible reasons:
The email went to your spam. Please check your spam inbox for an email from the Karbon Concierge.
Your Client Portal hasn't been created yet. Please review this video on creating a Client Portal login.