Using Karbon for your practice management?

What’s new? 

We’re excited to launch the first phase of our Aider and Karbon integration - designed to bring even more visibility and efficiency to your firm’s workflow.

This initial release focuses on workflow alignment, starting with period close statuses now available directly within Karbon.

What benefits does it have for advisors?

• Improved workflow efficiency
  One integrated task list to deal with.
  See at a glance the scope of work required.
  Easily jump into the Aider checklist for the detailed AI-assisted checks.
  Upload documents to evidence work done with a single click.
• Better progress visibility for managers
  Easily track what’s done, what’s in progress, and what’s still outstanding - right in Karbon.

How does it work? 

1. Once you map the Aider checklist types to a Karbon repeating Work series, all Work items in the series will automatically track the progress of the corresponding Aider checklist.
2. See at a glance in Karbon: 
   
   1. the status of the checklist
   2. number of outstanding alerts including a breakdown by categories
   3. percentage completion (alerts fixed or reviewed)
3. If there are alerts, easily jump into the corresponding Aider checklist to review and/or fix the alert.
4. Easily sync the checklist status and summary, or export work-in-progress to Karbon with a single click.
5. When you close a period in Aider, a comprehensive version of the checklist - including comments - will automatically be exported to Karbon to evidence the work you have done. 

Find out more on our Help & Support website >

Need some assistance with your Aider account? 

Book a training session with our friendly team.