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Webinar 20220223 Working with clients remotely
Webinar 20220223 Working with clients remotely
This event is closed.
WebinarThis event is closed.

Using Karbon to collaborate with your team remotely

Discover how Karbon enables collaboration across your remote team, ensuring nothing falls through the cracks.

About this webinar

Transitioning to working from home changes how you work with your team. No longer can you tap someone on the shoulder for a quick update or ask a question. Which is why it’s more important than ever to have a solution in place that allows you to work together effectively.

In this webinar, you’ll learn how Karbon can be that solution for your firm. Scott will show how you can use powerful collaboration tools to manage your workflows, communicate with your team, and deliver exceptional client work—all from your home.

Register to learn how you can:

  • Discuss client emails and work with colleagues using Comments

  • Share updates with team members using @ mentions

  • Monitor progress using customizable work dashboards and tasks

  • Stay on top of your own notifications using Triage

This webinar is suitable for anyone who is new to Karbon.

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

Meet the speaker
  • Scott Gerdzunas
    Scott GerdzunasSenior Account Executive, Karbon

    Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.