Advanced techniques to automate your workflow


Your accounting firm has countless possibilities to automate tasks, streamline processes, integrate apps and improve workflow efficiency. But when you have so many options, it quickly becomes confusing and overwhelming.

Which workflows need the most attention? What technology is worth the investment? How will this affect your client experience? And how can you even begin to answer these questions when your current processes aren't properly designed?

In this ideo, Ian simplifies workflow automation for accounting firms and help you to answer these questions yourself. Develop a plan for your accounting firm that will automate time-consuming tasks, improve the efficiency and outcomes of your most critical processes, and deliver a higher quality service to your clients.

You'll learn:

  • How to assess what areas of your workflow can be automated and determine the areas to focus on first

  • A process to evaluate and select the right apps for your firm

  • Common automation tools that should be part of every firm’s tech stack

  • Tips to ensure your client service does not suffer

  • An overview of Karbon's automation functionality