Fast Track Onboarding

Start with Karbon Quickly and Confidently Ahead of Tax Season

Schedule: Tuesdays & Thursdays, 10am PT / 12pm CT / 1pm ET

We recommend attending all four sessions to get fully up and running by the end of the series.

This 4-part series will show you how to:

• Import your contacts with the help of the Karbon data team
• Configure workflow templates to streamline your business processes
• Add and assign client work to begin tracking and managing projects
• Implement daily habits for success across your team