Schedule your free group onboarding sessions.

Learn how to optimize your account and/or best tips for getting started, then schedule a live session with one of our Karbon experts to have all of your questions answered.

Import Your Data

Learn the Fundamentals

Create Client Work

Session 1

Fundamentals Training

In this module, you’ll explore the core features of Karbon and then schedule a 45-minute Q/A session to learn other tips for getting started. Perfect if you are new to the app.

Use Triage to manage your email
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

Get Started

Additional Training Sessions

Session 2

Account Optimization & Template Building

In this training module, you will learn how to set up Karbon, optimize key settings, and create workflows before adding additional team members. After exploring the on-demand training, book a 45-minute session to interact with a Live Expert and cover the following areas:

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

Get Started

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