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Training, Practice Advisory & Consulting for Accounting Firms

Tech Annual Service Plan

Navigate the accounting industry's technical landscape with guidance from Karbon experts. Access industry-leading technical advice, exclusive courses, community help, premium integrations support, and a client workflow map.

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Find and optimize the right technology for your firm.

The Tech Annual Service Plan is designed to help you navigate the rapidly evolving accounting technology ecosystem, cut through the noise, and implement the solutions that are perfect for your firm.

Leading technology experts will work with you to understand your challenges, identify ways to improve your client experience, and scale your firm by utilising the latest technology trends.

Included in the Tech Annual Service Plan

Expert ConsultationSemi-annual meetings with an expert consultant

Workflow MappingA personalized client experience workflow map and semi-annual iteration meetings

Expert ConsultationAccess to an exclusive, technology-focused area of Karbon Community

Up-To-Date EducationAccess to exclusive Karbon technology-focused courses

Zapier SupportExpert Zapier support provided exclusively through Karbon Community

API SupportGeneral support for API-related questions provided by experts through Karbon Community

Integrations SupportHands-on integrations support for Karbon’s partners (excluding QuickBooks Time)

Priority SupportOngoing support and maintenance for any integration products purchased

Early Feature AccessPriority access to Karbon beta features and new releases

Early Integrations AccessPriority access to API integrations

$999when purchased with the Annual Service Plan
$1,499as a standalone product

The Tech Annual Service Plan is subject to the Karbon Terms of Use, non-refundable, and will auto-renew annually on the subscription date. Additional one time $1,499 setup fee includes the initial workflow creation process and setup of native integrations, with the exception of QuickBooks Time.

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


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

“The opportunity to customise for our business, ask questions, and seek clarification was a key factor in our team embracing and confidently using Karbon. Karbon is now an important tool within our business.

Fiona Crawford, We Are Lumen

Let’s talk about your firm’s success.

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

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