Training, Practice Advisory & Consulting

Group Onboarding

Transition to Karbon in 14 days 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 Work

Schedule your free group onboarding sessions.

Secure your place for live online training with a Karbon Expert. Register for your choice of sessions to optimize Karbon to suit your practice, learn our best tips for getting started, and have all your questions answered.

Session 1

Account Optimization & Template Building

Find out how to set up Karbon, optimize key settings and create your first workflows before adding additional team members. In this 30 minute session you’ll learn how to:

Customize key settings
Optimize a pre-populated template
Create and automate Client Tasks
Create and manage work

Additional Training Sessions

Session 2

Fundamentals Live Group Training

In 60 minutes, discover the core features of Karbon and other tips for getting started. Perfect if you are new to the app.

Use Triage to manage your email
Create and schedule Work across your team
Manage your tasks in To-Do
Organize and import client data

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

Need a different solution?

Assisted Onboarding

Transition to Karbon with our 4-step plan. Includes guided data imports, client work creation, and personalized team training.

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Full-Service

Bespoke one-on-one training and data imports. Everything your team needs to transition to Karbon in the shortest possible time.

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