A Guide to Navigating Your New Karbon Client Portal

Introducing Karbon…

We are excited to announce that we are now using Karbon as our accounting software. This means that you will now have a new client portal that allows you to easily and safely send, receive and store all of your accounting and tax information online.

You will also be able to review and approve your accounting and tax information with the click of a button and 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 you need to do…

Please follow the process below to:

1. 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.

2. 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 while composing.

3. 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

Video Overview of Client Requests & Client Portal

Watch the video below for an overview of Client Requests and the Client Portal.

Contact Us

If you have any further questions please don’t hesitate to contact your Account Manager directly, give us a call on 0333 242 3743 or email us at support@theuncommonpractice.com.