Purpose/Outcome

To guide clients through the process of creating an account in the Profit First Accounting Karbon Client Portal, enabling seamless access to tasks and communication.

Who

Clients of Profit First Accounting who need to access tasks and documents via the Karbon Client Portal.

What You Will Need Doing This

• A computer or device with internet access
• The email address used by Profit First Accounting to send client tasks
• A strong password for account setup

Steps

1. Open the Profit First Accounting Karbon Client Portal:
   Go to the Karbon Client Portal.

2. Click on "Create Account":
   On the login page, click the "Create Account" button to start the registration process.

3. Enter Your Email Address:
   Use the email address where Profit First Accounting sends client tasks and communication. This must match the address in our system.

4. Create a Password:
   Enter a secure password of your choice. Make sure it meets security guidelines.

5. Confirm Your Password:
   Re-enter the password to confirm that it matches the one you previously entered.

6. Check Your Email for Confirmation:
   You will receive an email with a confirmation link. Open your inbox and locate the email.

7. Confirm Your Account:
   Click the "Confirm" button in the email. You will be redirected to a page that confirms your account creation was successful.

Video Tutorials Link:
Navigating Tasks in Karbon Client Portal
Managing Your Tasks
How to Resolve Issues Accessing Tasks in Karbon Portal

Helpful Links/Tools:
How-To Guide to Navigating the Client Portal