One board for every client
Every client's returns, deadlines and open questions on one board, and one tap into their books.
- 1
Every client on one board: what is filed, what is late, and what is at risk.
- 2
It shows who you are waiting on, and files the month for every client that is ready.
- 3
And every client's fees, contacts and stage sit in the office's own list.
Clients in rows, the work in columns, the late ones first. Open any client and you are in their books with the access they gave you.
- Who it is for
- An accountant or a firm
- Where it works
- Every country Karr serves (30)
Since it shipped
Allot by fit, with the reason
Giving out work lists people best fit first, each with why: load, how they do this work, and who did this client before.
Desks live in Office now
Departments, their heads and which desk works each service moved out of Settings into a Desks tab beside Team on Office.
Each person has a working week
Set the office's working week on Desks and a person's own on their Access tab in Payroll; holidays and leave come off it.
Every number on the Floor shows its tasks
Press any figure on the Floor to see the tasks behind it and the sum, and find your own row under My Work.
Move work in one press
Anyone over 100% on the Floor gets Move work, and approving leave first shows the work due while away and who could take it.
Standards learn from your own work
Desks shows how long each service really takes your office, beside the time you typed; the Floor uses it where nothing is typed.
The auditor never keeps the books
Karr will not give an audit client's books to its audit team, or its audit to whoever kept the books, and says who to pick.
The Floor: your people like machines
A Floor tab on Office shows who is on what now, who is idle, how loaded each person is, and how on time and right their work is.
The client board says what the tax portal says
A tax number the portal still calls active comes back in one press, and a reconnect link that did not go is tried again daily.
Into a client's books in one tap
Opening a client from the office lands on their home with the books open beside it, and moving between clients keeps your page.
Office pages never go blank
Switching tabs in the office shows what was already read at once, while the fresh figures load behind it.
The Board, one view of every client
Deadlines became the Board: one grid of every client and return, closed columns that unfold, and yearly work that starts when its year ends.