Full-Service Onboarding
Our most popular option. Transition to Karbon with contact import, robust workflow optimisation, bulk project creation, and firm-specific team training.
Training, Practice Advisory & Consulting
Group Onboarding
Transition to Karbon with free live online training and instantly enhance the visibility, efficiency and collaboration across your firm.
Schedule a free session
Import Your Data
Learn the Fundamentals
Create Client WorkSchedule your free group onboarding sessions.
Learn how to optimise your account and/or best tips for getting started, then schedule a live session with one of our Karbon experts to have all of your questions answered.
Session 1
Fundamentals Training
In this module, you’ll explore the core features of Karbon and then schedule a 45-minute Q/A session to learn other tips for getting started. Perfect if you are new to the app.
- Use Triage to manage your email
- Use My Week to plan your work and get an overview of your priorities
- Use Work Items to complete tasks and collaborate with your colleagues
Additional Training Sessions
Session 2
Account Optimisation & Template Building
In this training module, you will learn how to set up Karbon, optimise key settings, and create workflows before adding additional team members. After exploring the on-demand training, book a 45-minute session to interact with a Live Expert and cover the following areas:
- Customise key settings
- Optimise a pre-populated template
- Create and automate Client Tasks
- Create and manage work
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
inDinero
