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 video, Ian Vacin demonstrates 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.

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

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

Related content:

• Access the full library of templates within Karbon

• Template download: Prospect to sale

• Template download: Advisory services

• Template download: US business tax return