Automating and improving customer service with Karbon

Successful client relationships are built on trust, transparency, responsiveness and confidence in ensuring nothing falls through the cracks. All things that Karbon can help your accounting firm excel at.

In this video, Richard will outline some of the key ways customers are using Karbon to automate aspects of their customer service to drive more efficiency, and how they are providing more value to the relationship with the time saved.

Watch to learn:

• How to use email visibility to understand a client’s situation in detail

• How to automate the client chase while still providing a human experience

• How to hand-off client jobs that involve multiple team members

• Metrics that impact client satisfaction that can be measured in Karbon