Webinar 20220419 Building and personalizing standard operating procedures
Webinar 20220419 Building and personalizing standard operating procedures
This event is closed.
Karbon WebinarThis event is closed.

Building and personalizing standard operating procedures in Karbon

Uncover the efficiency of workflows and learn best practices for implementing templates in your accounting firm.

Overview

Standardized processes and efficient workflows keep everyone aligned to the same goals across teams, departments and locations. To make this easy, Karbon comes with an extensive knowledge base of templates for common accounting, tax, audit and advisory procedures.

In this webinar, Richard will explore best practices for building, personalizing and implementing these templates in your accounting firm.

Register to learn:

  • How to access Karbon's in-depth library of purpose-built templates

  • Steps to personalize these to suit your unique workflows, team and clients

  • When to use Automators to maintain powerfully efficient workflows

  • How to implement advanced functionality including Client Tasks, Job Role placeholders and recurring schedules.

This webinar is suitable for current customers, or those who want to learn how Karbon can improve their firm's efficiency and service delivery.

If you cannot attend at this time, register to receive a recording.

Meet the speaker
  • Richard Snell
    Richard SnellDirector of Sales, Asia-Pacific, Karbon

    Richard brings almost 20 years of leadership experience working for SaaS companies in the accounting industry including MYOB, QuickFee and Wolters Kluwer. He has a proven record of helping accounting firms leverage technology to grow and improve their business.