Introduction

Welcome to the PFA Karbon Client Portal, your online hub for streamlined accounting and tax management. In this digital age, we understand the importance of offering you a secure and efficient way to handle your financial affairs. This guide will walk you through the key features and benefits of our client portal, ensuring you make the most out of this innovative tool.

Table of Content

1. What's in it for You?
2. Why We Made This Change
3. Creating Your Karbon Client Portal Account
4. Additional Information
   • Task Reminders
   • Magic Link
   • Expiration
   • Accessing Requests from Different Devices
   • 'Forgot Password' Option

What's in it for You?

Our client portal simplifies your accounting and tax-related interactions. With just a click, you can review and approve your financial information. Furthermore, it provides a comprehensive view of your open and closed requests and any ongoing queries from our team. No more sifting through endless emails – everything you need is neatly organized in one place.

Why We Made This Change

Embracing the client portal not only enhances your safety but also allows us to cater to your unique needs more effectively. It offers you greater flexibility; you can leave comments and ask questions directly within the portal, which we can promptly address. Plus, it reduces the clutter in your inbox and keeps everything consolidated for your convenience.

Creating Your Karbon Client Portal Account

To get started, watch our easy-to-follow video guide on setting up your Karbon Client Portal login and completing your tasks. We've made it user-friendly so you can navigate effortlessly.

Client Portal

Additional Information

Task Reminders

Remember to mark tasks as completed to avoid system-generated reminders.

Magic Link

Wondering about the magic link? It's a highly secure method to access the portal. Each Client Request comes with a unique URL, ensuring top-notch security. It's linked to the device and browser you use when you open it, making it a reliable and safe way to communicate.

Expiration

Note that the magic link expires after 30 days, but given our regular weekly interactions, this should not pose any inconvenience.

Accessing Requests from Different Devices

Need to access requests from another device? No problem. We've got you covered. Look for the "Send Access Link" option, and we'll generate a new magic link associated with your new device.

'Forgot Password' Option

If you've requested a password reset and haven't received the email, check your spam folder or ensure you've created your Karbon Client Portal account.

Managing Client Tasks

Need Further Support?

Contact us via email at admin@profit1st.com.au