Guided Implementation
Transition to Karbon with our streamlined 4-week implementation package. Ideal for teams comfortable using best practice templates to ensure a quick go-live.
Import contactsReceive assistance to import client details, review data, and resolve errors.
Learn the fundamentalsKnow the steps to get started quickly with group onboarding sessions.
Create client workSet up templates, workflows and schedule recurring client work.
Included in Guided Implementation
Your assigned specialist will guide you through implementing Karbon in 4 weeks.
Assigned Specialist
Assigned Implementation Specialist
Guided Program
Guided next steps, Kick-Off meeting, and check-in meetings
Kick Off & Contact Import
Review your project plan, and prepare and import contact data
Best Practice Templates
Curated best practice templates loaded
Create & Schedule Work
Import and schedule recurring client work
Live Training
Two live firm training meetings—one for staff and one for leaders
Ongoing Support
Up to six weeks of implementation support from the assigned specialist
Project Wrap-Up
Review account usage and ongoing support resources available
World-class customer support
One of the best experiences I've ever had
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
The system to exactly fit our needs
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
True partnership
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Group Onboarding
FreeFree online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Guided Plus Implementation
Perfect for firms looking for an added layer of consultation in their onboarding, this solution balances efficiency in setup with additional customization.
Enterprise
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalized 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.
