Redmond & Company

Karbon Client Portal Project Dashboard

Stop playing "Email Tag." We use Karbon to manage your checklists, open tasks, and document requests. See exactly what we are waiting for, track our progress, and communicate with your accountant in one focused channel.

Launch Karbon Portal

Essential How-To Guides

Master your workflow with these step-by-step guides.

Using "Magic Links"
(No Password Required)

The fastest way to clear your to-do list
  • Locate the Email: Search your inbox for the subject line:"Checklist for [Your Company Name]" (e.g., "Checklist for Redmond Holdings - September 2024")
  • Access: Click the button inside that says "Manage Checklist." This logs you in securely for that session without entering a password.
  • Expiration: For security, these links expire after 30 days. If yours is old, just go to the main login page and enter your email to get a fresh one.

How to "Clear" a Checklist Item

Your goal is a 100% completion bar.
  • Open: Click the task name (e.g., "Upload August Bank Statement").
  • Action: Upload the requested file or type your answer in the comments.
  • Mark Done (Critical): You must click the checkbox next to the task name to mark it "Done."
  • Why? Uploading a file attaches it, but checking the box notifies us that you are finished. The task will turn green and cross out.

Communicating on Specific Tasks

Keep the conversation organized.
  • Scenario: You aren't sure which "Legal Document" we need.
  • Don't Email: Instead of sending a separate email to your accountant, open the task in Karbon.
  • Comment: Type your question in the "Comments" field on that specific task.
  • Result: Our team replies in the same thread, keeping the Q&A attached to the document forever.

Delegating Tasks to Your Team

Don't do all the admin work yourself.
  • Forwarding: You can simply forward the "Checklist Email" to your office manager. The Magic Link will work for them without them needing your password.
  • Assigning: If your team has their own logins, open the checklist, click the specific task, and change the "Assignee" from your name to their name. They will receive a notification to complete it.

Managing Multiple Companies

For owners with HoldCos, OpCos, and Real Estate Corps.
  • Single Login: You do not need different passwords for different companies.
  • The View: When you log in, your dashboard will show "Work Items" grouped by entity (e.g., "Redmond Holdings Inc." vs. "Redmond Operations Ltd.").
  • Filtering: Use the filter bar at the top to toggle between "All Organizations" or just view one specific company at a time.

Using the Karbon Mobile App

Handle compliance from the road.

The app is the easiest way to upload receipts. Open a task, tap the camera icon, and snap a picture.

Download on the App Store (iOS)
Get it on Google Play (Android)

Portal Support: “ask adam.”

Ask Adam

Unsure where to upload a file? “Ask Adam” knows the Karbon interface.

ASK A QUESTION

(e.g., “Can I assign a task to my bookkeeper?”)

Frequently Asked Questions

AQ

Do I need to create a login?

You don’t have to (you can use the email links), but we recommend it. Creating a login allows you to see a history of all completed tasks and documents, giving you a permanent record of your work with us.
AQ

What file types can I upload?

Karbon accepts almost anything: PDF, Excel (XLSX), Word (DOCX), and Image files (JPG/PNG).

  • Note: The file size limit is 25MB per file. If you have a massive QuickBooks backup file, please contact us for a separate secure link.
AQ

I uploaded the document, why is the task still "Open"?

You likely forgot to check the box! Uploading a file attaches it, but you must manually click the Checkmark Box to tell the system “I am finished with this task.”
AQ

Can I see what you are doing?

Yes. The dashboard shows you the status of our internal work as well. You can see if your Corporate Year-End is in “Waiting for Client,” “In Progress,” or “In Review.”

AQ

Why did I stop getting email notifications?

You may have adjusted your notification settings. Log in, go to Settings > Notifications, and ensure “Email me when comments are added” is checked.

AQ

Which browser works best?

Karbon is optimized for Google Chrome. While it works on Safari and Edge, we recommend Chrome for the fastest performance and fewest glitches when uploading large files.

AQ

Can I download files I previously uploaded?

Yes. Open any completed task or checklist in your history. You can click on the file attachment to download a copy for your records.

AQ

Is this secure?

Yes. Karbon uses enterprise-grade encryption. It is significantly more secure than sending financial documents via standard email.

Prefer to Watch?

Watch this 2-minute video on how to clear your checklist and upload documents.

Watch Now

Prefer to Watch?

Technical Support

If a technical glitch is preventing you from uploading, please email our support line immediately so we can assist.
Email: admin@redmondcompany.com