A day in the life of a Karbon accountant

A live Karbon training session that demonstrates key features and capabilities of the platform and what it's like to run your daily accounting workflows in Karbon.

Overview

This session is intended for new and existing Karbon users and its purpose is to highlight the key features and capabilities of Karbon while also sharing daily best practices to run your firm with efficiency, visibility, and collaboration.

We'll be demonstrating key features of the platform including:

Triage: how to manage internal and client communications in Karbon
My Week: how to utilize Karbon’s personalized planning tool to organize and prioritize your work
Work: how to create meaningful dashboard views to help you run the business and understand Karbons ability to automate and standardize your processes
Help and Support: learn how to engage in Karbon’s help and support options so you can get the answers you need when you need them

Meet the speaker

Thea SchlobohmCustomer Success Manager, Karbon
As a Customer Success Manager and Training Lead, Thea's primary role is to ensure clients have best-in-class training experiences as they onboard Karbon. With 15+ years in the Learning and Development field, Thea understands how to drive change and new learning opportunities for firms and get users to proficiency quickly.