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Karbon
Training, Practice Advisory & Consulting for Accounting Firms

Guarantee your firm’s success.

Ensure a smooth transition to Karbon and maintain ongoing value with comprehensive training, implementation and consulting services.

A kanban interface in the Karbon app, with overlaid staff avatars
A tick mark inside a gearGuided Implementation

Introduce Karbon painlessly with the right onboarding plan for your accounting firm.

Two interlocking speech bubblesOngoing Support

Benefit from weeks of implementation support from your assigned experts.

A badge with a star on it98% Satisfaction Rating

Karbon has 98% positive reviews on G2.com and is a Best Support category leader.

Three abstract figuresTeam Training

Receive training tailored to your team as well as your firm’s leadership.

Badges describing Karbon's review status on the G2 website
Badges describing Karbon's review status on the G2 website

Annual Add-Ons

Ensure your firm gets the ideal combination of services.

Annual Service Plan

Be guided by your dedicated account manager to gain maximum value from Karbon.
  • Quarterly business reviews
  • First access to features
  • Data updates and reporting

Tech Annual Service Plan

Navigate the accounting industry's technical landscape with guidance from Karbon experts.
  • Workflow mapping
  • Premium integrations support
  • Access to technical consultants

Your Karbon Experts

Experienced practice management specialists committed to your success.

Process Optimization

Effective and efficient processes are a critical component of making your business scalable and maximizing profitability.

Ian VacinCo-Founder & Chief Partnerships Officer
Ian Vacin

Team Training

It’s important to have your team onboard early. Live group training is a key way of ensuring a smooth transition.

Carla CaldwellKarbon Expert
Carla Caldwell

Data Migration

Data is an important part of your migration, so I’d recommend doing this early. The sooner your data is in Karbon, the sooner you’ll gain value.

Tim DonohoueVP of Sales
Tim Donohoue

Onboarding

Choosing a team member to be your Change Champion is the best way of ensuring the introduction of any new system remains on-track.

Erin JamisonCustomer Support Manager
Erin Jamison

Template Creation

Focus on your most critical and common processes when choosing what to document first. Consider where efficiency and consistency is most important.

Zach CochranHead of Customer Success, North America
Zach Cochran

Long-Term Success

Plan as far in advance as you can. A little training or process improvement today often delivers a huge return in the long-term.

Andi AnchetaSVP of Customer
Andi Ancheta

Let’s talk about your firm’s success.

Get started by becoming a Karbon customer, or log in and start a live chat.

Badges describing Karbon's review status on the G2 website