Current Client?
LOG INTO KARBON CLIENT PORTAL HERE
Welcome to The Real Thiel Client Portal!
How on earth do we handle so many tax returns? Well, we’re super duper organised and also have some pretty fantastic software systems to help us. You would have already accepted your proposal (from Ignition) and now you will start receiving emails and checklists from Karbon.
Karbon is an inbox management system which let’s us ‘triage’ our emails, and a work-flow management system, helping us to manage our own tasks, to work as a team, to schedule work, and of course to communicate to you your tasks!
Why do we have a portal?
This is a simple and secure way for us to communicate to you what we need you to do or provide to us before we can take action on our end. No more confusion about where you’re up to or what needs to be done because you can see all of the open (and past) work items, and the tasks not yet completed.
It keeps you informed, held accountable, and provides you with an easy and efficient means of communicating with us that you are ready to roll or if you have any questions.We’re 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.
Plus, you get that little dopamine hit when you tick them as complete!
Best Practice.
The best way to use this:
- Tasks are managed through Karbon client portal (with links and reminders emailed)
- Info is gathered through forms - the task will be ‘fill in this form’ and it will link you to a Tally form
- Once the form is completed be sure to mark the Karbon task as completed too
- When all your tasks are completed it automatically informs us and the work is scheduled on our side! Clever, we know.
- Documents get saved in your Google Drive folder
- For task or work specific questions > comment on the Karbon task (we get notified immediately and can respond to you there) i.e. ‘I have a question about my tax return, or deductions I can claim.
- For general questions or about something unrelated to the work (i.e. I need an accountant letter for my loan application), you can email us at [email protected] and the team will direct your query.
*It is one of the only things we print - some people might not use it, and that is their prerogative, but our focus group said that while they like the digital idea in reality they simply wouldn’t use it unless it was printed and posted to them so it was ready to stick on their wall and tick it off!
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 note: 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
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.
We still prefer documents to be provided in your Google Drive folder generally.
If you have a login, follow the instructions and log in.
If you don’t have a login click the ‘create account’ button and it will ask you to create an account.
Confirm your email
*If you forgot your password, click the forgot password link and follow the instructions
Access anytime!
Once you have created an account, you can access the client portal at any time. Just click here to access directly.
Hot tip: for ease, add this link to your ‘favorites’ in your internet browser
Pop the Client Portal on your Mobile
Have you got the Client Portal Mobile App? The Karbon for Clients mobile app offers all the same major functionalities as the web application, optimized for your mobile device.
