We have been busy the past few months looking at better ways to manage our workflows and communicate with our clients. So we are very excited with our latest addition, Karbon which brings another layer of connectivity between us and our clients.
So from time to time, you will start receiving emails from myself or our team containing a list of tasks. These tasks are sent to you and managed via Karbon.
When you receive an email containing tasks, you will be able to click a link that will take you to a unique view, listing all your tasks that need to be completed. The first time you access these tasks you will be prompted to create a new 4 digit PIN, which ensures only yourself and our team have access to this information.
If you choose to remember your PIN on the device you use, you won’t be required to enter it every time. However, you will need to enter this same PIN if you access any of your tasks on a second device, like your mobile phone.
You will then be taken to your personal Tasks that require completing. We will provide detailed instructions and requirements for each task. If the task requires, you will be able to upload documents as well. On completion, please mark the task as complete to instantly notify us.
Our objectives of collaborating with you in this way are to help you know exactly what you need to provide, and automatically remind you if there is any outstanding information we are waiting on. It will make our communication together smoother, and enable our team to serve you more efficiently.
You can read these frequently asked questions on Karbon’s Client Tasks here. Or if you have any further questions, please let us know.