Member Since: 22nd Jan 2014
18th Jul 2019
I'm an Onkho user (previously used Karbon).
Onkho isn't competing with gmail, it takes our gmail accounts and allows us to then make sure that all email communications are directly linked to clients, jobs and visible to all the team.
Being able to convert an email into a task, and then delegate within a few clicks is also a huge bonus, not only does it save time, it also improves service, keeps a record of everything we have done for clients, and also acts as a trigger to pick up on scope stretch.
Everything is so much better when its in one place.
The services and workflow functionality in Onkho is awesome by the way, I've tried pretty much all the alternatives, and the Planner section and Insights in Onkho is head and shoulders above the traditional to-do list method that others use. This was the reason I left Karbon, it just became an unmanageable to-do list, albeit with a pretty email triage section.
13th Nov 2018
Perhaps we should just ask our clients what they want to achieve, and identify how we can help them achieve it. Then do the work we want to do, and bring in other people to do the work they want to do.
It doesn't have to be any more complicated than that, does it?
9th Nov 2018
Well to quote the "CEO" in the article it does say he's
"Positioning himself as a “steward of the culture and steward of growth for Intuit”"
Sounds like a lot of hocus pocus c-level management speak to me...as long as it makes the share price go up I guess...
20th Sep 2018
Not too sure what accounts you are looking at, but £26M EBITDA YE Mar-18 seems ok to me
28th Apr 2016
Probably no more than a faded
"And this magical app determines if the £75 lunch is subsitence, entertaining, or the owners wife's birthday does it?
And also if you don't have a smart phone......."
Probably no more than a faded, crumpled up receipt, provided in a shoe box in December would do...what's your point?
14th Mar 2016
jonsa wrote:NDK wrote:I think I've understood the comments above but if someone could confirm please. I set up the HMRC accounts for customers at the moment and apply for all relevant taxes & online on their behalf. As I complete this from my location will HMRC now suspect my clients of being a security risk when they attempt to login and therefore lock them out? TIA
Yes, they are saying you could be a security risk, as clients should set themselves up on their own computer, not you. You can register as their agent and the limited access you get is all there is till the Revenue eventually catch up for us agents. Where the line is drawn no one knows, except the Revenue - well we hope they do. Logging in as one client once may well be OK, but is ten times OK?
Thanks for that, I setup new companies as part of the service, but I guess we will now need to either provide a aide memoir, or guide them through in person or via a web chat. I guess this also means a client would encounter issues if they registered on a laptop, and then tried to access via a different computer, tablet or phone?
10th Mar 2016
Setting up Accounts for new businesses
I think I've understood the comments above but if someone could confirm please.
I set up the HMRC accounts for customers at the moment and apply for all relevant taxes & online on their behalf.
As I complete this from my location will HMRC now suspect my clients of being a security risk when they attempt to login and therefore lock them out?
21st Oct 2015
DWP missed a trick...bringing Charley back would of been an inspired move!