Karbon Client Portal
Client Portal Resources and Responsibilities
Client Compliance and Document Upload Requirements
Client Responsibilities
Client agrees to:
- Provide timely and complete documentation
- Upload documents via the Karbon Client Portal
- Respond to and mark tasks complete in Karbon and/or QuickBooks after providing the requested information or documents
- Follow the document naming conventions
- Notify Capital Crescent Business Associates of material changes affecting financial records
Karbon Client Portal Setup
Karbon Client Portal Instructions. The Karbon Client Portal is your new home for sharing documents and retrieving tasks that need your attention.
File Naming Convention
File Naming Convention. We use this convention to ensure consistent and accurate files for easy retrieval and to devote time to your bookkeeping and accounting needs.
Client Document List
Client Document List. This list helps you remember the types of documents to upload to your client portal each month. This list is not exhaustive, but it highlights the typical documents needed to complete your bookkeeping and accounting tasks.
