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.

An arrow and a computer application window, symbolizing the upload of dataImport your data

Bulk-import your contact data to Karbon from your existing systems.

A computer application window with a badgeLearn the fundamentals

Know the steps to get started quickly with group onboarding sessions.

A computer application screen with an abstract calendarCreate client work

Set 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
Schedule a Free Session

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
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
In Dinero