Karbon

Learn how to use Client Requests to collaborate with clients, assign requests, schedule automatic reminders and receive info

Overview of Client Requests

Adjust your Client Request sending settings, customize it for your practice and learn more about Client Request security.

Client Request Settings and Security

Having a secure method for your clients to provide documentation or artifacts is vital in providing exceptional professional services.

Security of Karbon’s Client Portal

Details for how to select an Authenticator App for accessing the Karbon Client Portal when Two-Factor Authentication is required.

Using Two-Factor Authentication (2FA) in the Client Portal

Erin Jamison

Lachlan Macindoe

Wayne Daley

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