AG x Karbon

Client Support Hub

Aintree Group x Karbon: Client Support Hub

Everything you need to know about using Karbon as a client of Aintree Group.

What is Karbon?

Our Karbon portal is a secure online management system that allows you to easily and safely send, receive and store all of your accounting and tax information online.

What does this mean for you?

The client portal allows you to review and approve your accounting and tax information with the click of a button. It also allows you to view open and closed requests and any current requests we’ve sent to you.

Why are we doing this?

It’s a safer and more efficient way to handle your accounting and tax. It simplifies the process for you and allows us to serve your individual needs better. It also provides you with more flexibility, you can comment and ask questions directly in the portal. Your accountant is immediately notified and can take action. This eliminates the need for email and keeps it all together in one place, so you can review it at any time.

How it all works

Check out the video below for a quick introduction to how Karbon works.


Create an account.

Accessing & Using Your Client Portal

What do you need to do?

Please follow the process below to:

  • Review Tasks
    You will receive an email with your tasks. Click on ‘manage checklist’ to access the tasks you need to complete.

You will automatically see all the tasks assigned to you for completion.

Please keep in mind if you open this link on one device, and you’d like to access it on a different device, click the link again and it will ask you to “Send Access Link”. This will send another link to the originally sent email that will allow you to access it from the computer.

  • Comment, ask questions and upload files
    You’ll be able to comment, ask questions and upload files on each of the tasks, which your accountant is immediately notified of and can take action.

Click Comment to comment or ask questions on a task or click upload files to attach files to a task. To add files to a comment click on the paperclip icon on a comment while composing.

  • Log in to the Client Portal
    By logging in, you’ll have access to all your open and closed requests, including current client requests that haven’t been completed. You’ll also have copies of documents you have uploaded, so you can keep track and easily find what’s been sent.

Client Portal Security

Karbon takes our responsibility for our clients, and their clients’ data security seriously. The Karbon Client Portal is a Karbon platform feature that allows trusted advisors to engage with their clients and share information in a manner that is more secure than email.

Click below to read more on each topic, or view Karbon’s own security info page.

If you have any additional questions about the security of the Karbon Client Portal, please contact their customer support team at support@karbonhq.com

Talk to our team!

We’re very happy to talk you through the features and benefits of Karbon, or even meet in person for training to make sure you’re comfortable with the whole process!