We're building upon our service delivery...

Over the past few months we have been working hard behind the scenes to strengthen our systems and find better ways to communicate with our clients, especially surrounding compliance activities. 

As a result, we are now rolling out a new communication tool called Karbon.

Karbon is designed to give us complete visibility across our engagement with you, and deliver better service outcomes. 

What does this mean for me?

From time to time, you will start receiving emails from myself or our team containing a checklist of items. This checklist is sent to you via Karbon’s client tasks,  the system we use to manage our jobs.When you receive an email containing a checklist, you will be able to click a link that will take you to a unique view, listing all your items that need to be completed. 

You will then be taken to your personal checklist that requires completing. We will provide detailed instructions and requirements for each item. If the item requires, you will be able to upload documents as well. Additionally if you have a question relating to the item or would like to add further information in relation to the item, you can leave a comment within the checklist.

On completion, please mark the item as complete to instantly notify us.

Your first time

The first time you access this checklist, you will be prompted to create a new 4-digit PIN, which ensures only yourself and our team have access.If you choose to remember your PIN on this device, you won’t be required to enter it every time. However, you will need to enter this same PIN if you access your checklist on a second device, like your mobile phone.

For a demonstration on how this works, please watch this quick video

Karbon's client tasks.What are our objectives by using Karbon?

Our objectives are simple, we wanted to make our communication together smoother, and enable our team to serve you more efficiently.

By collaborating with you in this way, we are able to communicate with you in a live environment. You will know exactly what you will need to provide, and automatically remind you if there is any outstanding information we are waiting on. Additionally when you leave a comment, it will automatically notify our team to respond or confirm.

When will the change happen

We have started to implement the rollout to all clients effective 1 July, 2021, so if information or confirmations are required, expect to see some changes in our communication medium.

If you have any queries or concerns with any of the above, please feel free to get in contact directly with me.

Kind regards
Craig

HAILSTON + CO CHARTERED ACCOUNTANTS