Transforming your workflow with Karbon templates

Learn how Karbon and our templates collection can transform your workflows, automate sequences of tasks, and change the way your firm is run.

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Karbon best practices

Event summary

Consistent, high-quality, and repeatable processes are the backbone of your accounting firm’s workflow. They can unlock huge gains in efficiency, transparency, and scalability. But where do you start?

In this webinar, Ian Vacin will demonstrate how you can use Karbon and our brand new, extensive collection of best practice templates to transform your workflows, automate sequences of tasks, and change the way your firm is run. These templates were documented in consultation with leading firms, and focus on a wide-range of client services and critical internal processes.

You’ll learn:

  • How best practice templates can be imported into your account in Karbon
  • How you can tailor each sequence of tasks to suit your own team
  • Use client tasks to automate your client collaboration process and the client chase
  • Quickly create work from each template for multiple clients
  • Automate recurring work to repeat

All those who register will receive three exclusive best practice templates, and gain access to the full library to pick and choose from more than 30 processes.

This webinar is suitable for Karbon customers and anyone interested in learning how Karbon can help them manage their workflow.

If you cannot attend at this time, register to receive a recording.

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