Schedule your free group onboarding session
Learn how to optimize your account and receive tips for a strong start, then schedule a live session with one of our Karbon experts to have all of your questions answered.
Import your dataBulk-import your contact data to Karbon from your existing systems.
Learn the fundamentalsKnow the steps to get started quickly with group onboarding sessions.
Create client workSet up templates, workflows and schedule recurring client work.
Onboarding Session
Fundamentals Training
In this session, you’ll explore the core features of Karbon and learn tips for getting started. Perfect if you are new to the app.
- Learn to navigate and search in Karbon
- Use Triage to manage your communications
- Use My Week to plan your work and get an overview of your priorities
- Use Work Items to complete tasks and collaborate with your colleagues
Commitment to customer success
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
Bill Simmons
Hultquist Firm
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
Pasaban Accounting Solutions
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Melissa Stout
In Dinero
In Dinero
