Training, Practice Advisory & Consulting

Assisted Onboarding

Transition to Karbon with our 6-step plan. Our team will personalize training to suit your firm, covering everything needed to get you up and running quickly.

Request assisted onboarding
Import Your Data
Learn the Fundamentals
Create Client Work
Train Your Team

6-Step Implementation Plan

1. Kick-off

Your Customer Success Manager will walk you through timelines, share your implementation plan and answer any initial questions.

2. Data Import

Migrate all client details from your existing system and upload our best practice templates to your account. Our team will work with you to resolve any data errors.

3. Fundamentals Training & Account Optimization

Discover the essentials of Karbon during live online group training. A Karbon Expert will outline how to get started and optimize Karbon to suit your practice.

4. Client Work Creation

Save hours by having our team set up all client work for you. Recurring and one-off jobs for all your services will be created, ready for your team to hit the ground running.

5. Personalized Advanced Team Training

Get best tips for utilizing advanced features during a personalized session with your team. Learn solutions to manage your existing workflows in Karbon, and get all your questions answered.

6. Post-Implementation Review

Recap on how your implementation went with your Customer Success Manager and schedule Quarterly Business Review check-ins to ensure your team gets long-term value from your investment.

Request Assisted Onboarding

I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
Bill Simmons
Hultquist Firm
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
Christian Rigsby
Pasaban Accounting Solutions
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Melissa Stout