How to Schedule Work in Karbon
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How to Schedule Work in Karbon

You’ve created a work item for a client and now you would like to set up your schedule. First, make any necessary adjustments to your title… to whom the work is assigned, the start date and the due date. Then on the work options menu, click “Set up Schedule”. Here you select the repeat frequency […]

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How to reply to an email in Karbon
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How to reply to an email in Karbon

Replying to an email in Triage is very similar to emailing out of your email client. You have two options. You can reply using the first icon in the upper right hand corner of the email Or you can reply below. When replying to an email, you also have the option to attach any files […]

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One Firm Approach (CRM Capabilities)
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One Firm Approach (CRM Capabilities)

So at some level, ABLE is a CRM system. We get that, and I want to be completely transparent with you: It’s not Salesforce. It’s not Dynamics. It’s not hubspot. We’ve been accused of being “CRM Light,” and at some level, guilty as charged. And I’m happy to have that designation because most accounting firms […]

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Canopy Product Highlight: May 2019
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Canopy Product Highlight: May 2019

Hello, it’s great to have you back again for another product highlight. We know you’ve had a busy tax season, we have too. We’ve got lots of exciting new features to share with you today. Let’s take a look. We’re incredibly excited to announce the release of Tax Prep. Canopy’s Tax Prep streamlines tax preparation, […]

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