Group Onboarding
Transition to Karbon with on demand and live online training to instantly enhance the visibility, efficiency and collaboration across your firm.
Schedule a Free Session
Import your dataBulk-import your contact data to Karbon from your existing systems.
Learn the fundamentalsKnow the steps to get started quickly with group onboarding sessions.
Create client workSet up templates, workflows and schedule recurring client work.
Schedule your free group onboarding session
Learn how to optimise your account and receive tips for a strong start, then schedule a live session with one of our Karbon experts to have all of your questions answered.
Kickstart Workshop
Join us for an interactive workshop and tap into the essential features of Karbon.
- Efficiently manage your inbox and stay on top of emails using Triage.
- Plan your work and get a clear overview of your priorities with My Week.
- Collaborate with your colleagues and complete tasks using Work Items.
- Access support and guidance whenever you need to overcome challenges.
- Retrieve information quickly through Search.
Commitment to customer success
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
Hultquist Firm
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
Pasaban Accounting Solutions
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
In Dinero
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Full Service Onboarding
Our most popular option. Transition to Karbon with contact import, robust workflow optimisation, bulk project creation, and firm-specific team training.
Enterprise
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalised team training options.
Let’s talk about your firm’s success.
Get started by becoming a Karbon customer, or log in and start a live chat.
