KARBONFOR CLIENTS – PORTAL GUIDE
- bedilia8
- 2 days ago
- 2 min read
Welcome & Overview
We’re excited to introduce our new client portal through Karbon — a secure and streamlined platform where you’ll be able to upload tax documents, review requests, and communicate directly with our team. As we transition from ClientAxcess, our goal is to make this process as simple and convenient as possible. This guide will walk you through what to expect, how to set up your account, and how to use the portal to stay connected.
WhyWe’re Making the Switch
Enhanced security and encrypted document exchange. One central place to manage tasks, messages, and uploads. Easier communication — no more separate logins or confusing email threads. Mobile-friendly and intuitive interface. You’ll notice that everything feels more modern and accessible — our goal is for you to spend less time figuring out where things are and more time focusing on what matters most.
Getting Started: Setting UpYourAccount
1. Look for an email sent by one of our team members,
titled "Access Your Client Portal"
2. Click “Access Now” to create your secure login.
3. From the menu, select "Create an Account"
4. Enter your preferred email address, and select "Continue"
5. You’ll be prompted to check your email inbox for a verification code. Enter the code when prompted.
6. Set up your password, and the authentication method you'd like to use.
7. You’ll be directed to your personalized Client Portal Dashboard.
How to Navigate Karbon for Clients
This page provides an at-a-glance overview of everything currently in progress. You’ll see any active work items you’re involved in, along with recently shared documents.
Home: This page provides an at-a-glance overview of everything currently in progress. You’ll see any active work items you’re involved in, along with recently shared documents.
Tasks: Any open action items—typically requests to upload documents or provide information—will appear here. This is where you can easily track what we need from you. Signatures: If there are documents requiring your signature (such as tax return drafts), you’ll find them in this section. You can review and sign them directly through the portal. Documents: All finalized and published documents we’ve shared with you will be stored here for your review at any time. Please note: If you need any historical documents that previously lived on ClientAxcess, our team would be happy to retrieve and re-publish them to your Karbon portal upon request. Simply reach out to your accountant or contact us at contact@tandvllp.com
Accessing Multiple Portals (for ClientsWith Multiple Entities)
You will receive individual email invitations for each entity we are granting you access to. Please be sure to open and accept each invitation, as this activates your access for that specific portal. Once everything is set up, you can easily switch between your entities by clicking the small arrow next to your name in the top-left corner. All portals linked to your email will appear there, allowing you to move between them seamlessly.
Helpful Karbon Resources
For additional guidance, clients may find these support articles helpful: Karbon Help Article: Accessing Karbon for Clients https://help.karbonhq.com/en/s/articles/11709629-accessing-karbon-for-clients Karbon Help Article: What Is Karbon for Clients? https://help.karbonhq.com/en/s/articles/10492731-what-is-karbon-for-clients