(970) 880-1022 Contact@SaltAndMainAccounting.com
  • Facebook
  • Facebook
  • Links
  • Client Portal
  • Resource Center
Salt & Main Accounting Co.
  • Services
    • Overview
    • > Bookkeeping
    • > Accounting
    • > Sales Tax
    • > Payroll
    • > Apps & Integrations
  • New Client
    • Get a Quote
    • Onboarding Timeline
  • Contact Us
    • Salt & Main
    • Meet the Team
    • Latest News
    • Jobs
  • Employee
Select Page

Client Resource Center

About Our Firm

9
  • We’re a Virtual Firm – Serving You Anywhere
  • Virtual Hours of Operation & Staff Availability
  • Federal Bank Holidays & Office Closures
  • Services Catalog
    • AC | Accounting Services
    • BK | Bookkeeping Services
    • PR | Payroll Services
    • TX | Tax Services
    • YE | Year End Services
    • 3P | 3rd Party Services

Becoming a Client

3
  • OVERVIEW: Onboarding Timeline
  • Attending a Free Consultation
  • Submitting a Request for Proposal

General FAQ

7
  • Renewing your City of Durango Business License
  • How to Close a Business in Colorado
  • What are Client Tasks?
  • Providing View-Only Access: Overview
  • FinCEN Requires Beneficial Ownership Information Reporting
  • Change of Business Name &/or Address
  • What is a Form W-9 and when should I request one?

Accounting FAQ

6
  • Quickbooks
    • How to Create a Quickbooks Backup File (.QBB)
    • How to Invite Your Accountant to Quickbooks Online
  • Bill.com
    • Paper Check Payments
    • Combining Payments
    • Check Expirations
    • View or print a copy of a cashed check and remittance

Sales Tax FAQ

1
  • Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

14
  • Key Dates & Timelines for Payroll Processing
  • Bank Holidays and ACH Processing for Direct Deposits
  • How to Submit Payroll
  • Approving your Payroll Pre-Process
  • Employee vs. Contractor
  • Finding your bank account and routing number for direct deposit
  • Gusto for Employees
    • Gusto time tracking for employees
    • Set up direct deposit or change your bank account information
    • Add multiple bank accounts and split direct deposits
    • Update my tax withholdings (federal or state W-4)
  • Gusto for Managers
    • How to add an Accountant to your Gusto account
    • give Gusto access to your CO MyUI Employer+
    • Add Employees in Gusto
    • Employee Timesheet Settings in Gusto

Year End FAQ

3
  • Year-End 1099 Services
  • Year-End 1099 Processing Deadlines & Fees
  • Recording 2% Shareholder Health Benefits
  • Home
  • Docs
  • General FAQ
View Categories

What are Client Tasks?

Introduction to Client Tasks #


 

Common Questions about Karbon’s Client Tasks #


Why have I got a link to these tasks?

You have received a link to these tasks because the person who sent them to you uses Karbon to manage jobs in their company and they have some tasks they would like you complete.

What is Karbon?

Karbon is used by organizations and teams to manage their jobs, email, and collaborate with their clients. You can learn more here 

Why do I have to create a PIN?

You’re asked to create a PIN to ensure no one else can access your client tasks. Creating this PIN will ensure only yourself and the person who sent these to you will have access to these tasks and related information.

Do I have to enter my PIN each time?

If you choose to remember your PIN on this device, then you won’t be required to enter it each time. However, you will need to enter it the first time you access any of your tasks on a second device.

For example, if you first open the link on your mobile phone and create a PIN, and then later click on the link from your desktop, you would be asked for the PIN again.

What if I forget my PIN?

If you forget your PIN, simply click on the “Forgot PIN” link at the bottom of the page. This will send you an email where you can reset your PIN.

Do I need a separate PIN each time my accountant sends me new tasks?

No, you can use the same PIN for each new piece of work.

How do I complete these tasks?

When you have completed the tasks simply tick the box and it will be marked as completed. Before doing this, you can attach any files you’d like to send through this task.

Share This Article :
  • Facebook
  • LinkedIn
Updated on August 30, 2024
How to Close a Business in ColoradoProviding View-Only Access: Overview
Table of Contents
  • Introduction to Client Tasks
  • Common Questions about Karbon's Client Tasks
  • Follow
  • Follow
  • Follow

Privacy Policy | Terms of Service | Disclaimer

Salt & Main Accounting, LLC | Est. 2020

Hello | WebAdmin | Enroll Device