The start of 2023 is a great time to get your repeating work items in order. The new Karbon Practice Intelligence (KPI) workbook allows you to do just that—so nothing falls through the cracks.

Karbon Practice Intelligence (KPI) newest workbook: Repeating Work

For many, it’s a busy time of the year: swamped with tax work while balancing all of the other tasks that are due. You might also be spending hours tracking and managing your team’s work to see that nothing falls through the cracks—that could result in surprises closer to April. If this sounds all too familiar, discover how the Repeating Work workbook will alleviate the pain.

The Repeating Work workbook helps you track your progress and compares it with previous years. The visual indicators assist you to see where the work is and who it’s assigned to—which is a critical path to determining whether you are ahead or behind schedule. As a result, you are able to identify bottlenecks early and know how likely your firm is to get the work done on time.

Work items can easily fall through the cracks if you don't have all the information or if input is required from others on the team. To prevent this from happening, the Repeating Work workbook identifies which work items have been in a particular status for too long, so you can take action before it’s too late.

Don’t forget to take a look at the other workbooks in the KPI series.

Previous releases

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.