Karbon Academy
Karbon training for accounting firms
Join the Workflow Templates Workshop
Learn how to quickly 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
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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.
Onboarding
Kickstart Workshop
Unlock your accounting firm’s potential and get off to a strong start with Karbon’s powerfully collaborative practice management solution.
Choose a SessionDeep Dive
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.
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1 newsletter.
Each week.
For free.
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Experience the Karbon effect.
These findings were obtained through Karbon’s 2022 Firm Usage Survey.
Employee productivity thrives with Karbon.
16.5 hours
Saved on average each week
3.2 hours
Saved chasing clients
3.9 hours
Saved managing and completing work and tasks
3.2 hours
Saved reading, actioning and searching for email
4.1 hours
Saved with more efficient team collaboration
18% growth
In firm-wide productivity
