Full-Service Onboarding
Our most popular option. Transition to Karbon with contact import, robust workflow optimisation, bulk project creation, and firm-specific team training.
Transition to Karbon with free live online training and instantly enhance the visibility, efficiency and collaboration across your firm.
Schedule a free sessionLearn 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.
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.
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:
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
Our most popular option. Transition to Karbon with contact import, robust workflow optimisation, bulk project creation, and firm-specific team training.
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalised team training options.