Karbon Academy
Karbon training for accounting firms
Join the Workflow Templates Workshop
Learn how to get started with Karbon Workflow Templates so you can begin assigning, tracking and collaborating on your work.
No sessions
Explore the basics of workflow templates and account settings in this expert-led workshop.
You'll learn how to:
- Access the Karbon Template Library and customize templates to meet your needs
- Set up and manage client requests
- The basics of automators and how to influence and automate your workflows
- Customize your workflow settings
- Get help and support if you need it
Loading...
It was really the best onboarding, training and transition that we've been through. And we've been through several.
More Workshops
Register for these free sessions to help ensure your team gets a strong start and makes the most of your Karbon Practice Management implementation.
Implement
Quick Start Workshop
Get up and running on your own with quick tips on how to add your client contacts, find and implement workflow templates, and create work in Karbon.
Choose a SessionOnboard
Fundamentals Workshop
Unlock your accounting firm’s potential and get off to a strong start with Karbon’s powerfully collaborative practice management solution.
Choose a SessionExtend
Billing & Payments Workshop
Billing and payments is now part of your practice management solution. Join us to learn how to integrate billing into your firm's workflow and get paid faster.
Choose a SessionAdditional Resources
Everything you need to empower yourself and your team to work smarter, more efficiently, and make the most of your technology.
9 insights.
1 newsletter.
Each week.
For free.
Sign up for the Practice Excellence Weekly Newsletter to join 50,000 accounting pros and receive the best resources direct to your inbox.
Experience the Karbon effect.
These findings were obtained through Karbon’s 2024 Firm Usage Survey.
On average, Karbon saves every employee 18.5 hours each week.
3 hours
Saved chasing clients
3.7 hours
Saved managing and completing work and tasks
3 hours
Saved reading, actioning and searching for email
3.9 hours
Saved with more efficient team collaboration
2 hours
Saved organizing and accessing documents
2.9 hours
Saved with automating and AI
3 of 4
Say Karbon helps them meet deadlines
2 of 3
Say Karbon directly contributes to their firm's growth
