Onboarding new clients to your accounting firm
To set your clients up for success, you need an effective method that can be replicated over and over again. If your current process could do with some improving, look at these seven steps.
Karbon is the growth engine for your accounting practice.
Accountants around the world are using Karbon’s workflow management to scale their firm, serve their clients and be more productive.
Top benefits
Enjoy your work
Collaborate with your team, get your work done faster together and free yourself to focus on the areas of your practice that matter most.
Learn moreIncrease your revenue
With a more efficient and productive team, you can onboard new clients, upsell higher-value services and get revenue through the door faster.
Learn moreScale your practice
Take the pain out of growing and do more with less. With the right processes in place you can increase revenue, and scale your practice.
Learn more“Karbon allows everyone to see what’s happening, as it's happening with each client, giving us more time to focus on adding value for them.”
Jami Satterthwaite
Nelson & Swaite CPA
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