Advanced workflows: Functional departments


This first session in the advanced workflow management series explores the essentials of a functional department in a modern accounting firm. Based on techniques implemented by best-in-class firms, learn:

  • Modern firm roles and responsibilities

  • Advanced concepts and workflows for specialist roles

  • Which areas of Karbon matter for each role

Download the presentation slides

Advanced Workflows is a five-part series outlining the theory and best practices behind advanced workflow management, and how your firm can implement these using Karbon.

With the techniques and use-cases outlined in this series, you'll be equipped to take your Karbon usage to the next level—work better as a team, give your clients better service, and make some serious efficiency gains. 

Other sessions: