Training, Practice Advisory & Consulting

Full-Service Implementation

Get the red carpet treatment with bespoke, one-on-one training, personalized to suit your firm—everything needed to get your firm up and running quickly.


Our experts will guide you through implementing Karbon to have your firm up and running in 5-6 weeks. Every step is personalized to your needs and aligned to industry best-practices.


  • Guided data migration of clients, processes, and work items.
  • In-depth data review and error resolution.
  • Up to 8 hours of personalized team training.
  • Assisted setup optimizing Karbon for your practice.
  • 7-step implementation plan and post-live stabilization.

7-Step Implementation Plan

  1. 1. Kick Off—Meet with your implementation team to review your plan and set objectives and timelines. (Week 1)
  2. 2. Champion Training—Learn the fundamentals of Karbon with video training covering every area of the app. (Week 1)
  3. 3. Contact Import & System Setup—Optimize Karbon to your firm with assisted data uploads and configuration of key settings. (Week 1)
  4. 4. Process Building—Discover how to build and customize best practice templates and fine-tune your workflow using advanced automation. (Week 1-4)
  5. 5. Work Import—Import your client jobs, resolve any data issues and upload any additional processes as work templates. (Week 4-5)
  6. 6. Team Training & Go Live—Invite in your team and train them on fundamental and advanced areas of Karbon through pod training. (Week 4-5)
  7. 7. Advanced Training—Begin using Karbon across your team, assisted by advanced training and Q&A. (Week 5-6)

Scope of Implementation

System Setup
  • Contact migration and updates
  • Assisted practice setup
  • Bulk work creation and updates
Process & Training Assistance
  • Process overview training call
  • Work template optimization and 3 process-building calls
  • Initial team training and advanced team training
Support & Communication
  • Regular Q&A, feedback and up to 90 days of ongoing support with your implementation leader
  • Two additional training sessions if required
  • 24/7 support through in-app chat, help articles and email assistance

World-class Customer Support

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

Need a different solution?

Group Onboarding

Group Onboarding

Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.

Learn more
Assisted Onboarding

Assisted Onboarding

Transition to Karbon with our 6-step plan. Includes guided data imports, client work creation, and personalized team training.

Learn more

Get the Best Package Tailored for your Firm