How to Set Up Your Karbon for Clients Portal

In this quick tutorial, we’ll walk you step-by-step through setting up your Karbon for Clients portal so you can easily and securely work with our firm online.

You’ll learn how to:

• Open your invitation email and click the “Access now” link

• Create your new account using your email address

• Complete the email verification process

• Set your password, MFA, and finalize your account setup

• Get a high-level tour of your new portal

Once you’re logged in, we’ll briefly highlight how you can use your portal to:

• Securely share documents with our team

• Review and approve tax returns or audit reports

• Access and manage invoices and billing details

This portal is your all-in-one hub for collaborating with us.

Video Chapters

00:00 – Introduction to Setting Up Your Client Portal
00:05 – Receiving the Invitation Email
00:51 – Accessing the Portal
01:03 – Creating a New Account
01:23 – Email Verification Process
02:03 – Finalizing Your Account Setup
02:12 – Overview of Portal Features
02:28 – Conclusion and Next Steps

If you have any trouble accessing your portal or completing these steps, please contact us at support@bwocpa.com