Help Center
Need help with your online client tools? You’ve come to the right place.
Karbon Help
Getting Started with Your H&S Client Portal
Our secure client portal, Karbon for Clients, makes it easy to stay connected with your H&S team, share documents, manage requests, and keep track of important tasks all in one place. This step-by-step guide walks you through setting up your account, navigating the portal, using the mobile app, and troubleshooting common issues.
SafeSend Video
Watch this helpful video for more help on accessing your SafeSend Portal.
Need Remote Support?
If you’re working with our IT team and need remote assistance, click the button below to connect through TeamViewer. This secure connection allows our technicians to quickly access your system and resolve issues in real time.
FAQs
When will my return be done?
Once we’ve received all documentation needed to complete your return, our turnaround time is between 3-6 weeks, depending on the complexity of your return and the timing of the receipt of information.
Where’s my refund?
Direct deposit refunds are typically distributed within 3-6 weeks of a completed return. Checks may take longer. You can check the status of your refund on the IRS website. To check the status of your Michigan refund, click here.
Do I need to provide more information for my return?
If more information is needed, a member of the H&S team will reach out to you to gather more documents or to ask further questions.
How long can I access documents in the Portal?
Your returns are stored in the portal for up to 7 years.
Can I see what I uploaded or provided to H&S in the past?
Once you have created your client portal, you will have access to any documents shared from that point on, provided they have not expired. The expiration period is 7 years.
Why use the document upload?
Your privacy and security is our priority. Using our secure file transfer, we are able to expedite the return process to our software to be able to get your return results quicker while maintaining your privacy.
What does H&S need for my tax return?
You’ll find a list of what we need for your tax return here.