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Building and personalizing standard operating procedures in Karbon

Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

KarbonWorkflow ManagementTips & Tricks
 

Standardized processes and efficient workflows keep everyone aligned to the same goals across teams, departments and locations. To make this easy, Karbon comes with an extensive knowledge base of templates for common accounting, tax, audit and advisory procedures.

In this video, Karbon's resident process guru, Ian Vacin, explores best practices for building, personalizing and implementing these templates in your accounting firm.

You'll learn:

  • How to access Karbon's in-depth library of purpose-built templates

  • Steps to personalize these to suit your unique workflows, team and clients

  • When to use Automators to maintain powerfully efficient workflows

  • How to implement advanced functionality including Client Tasks, Job Role placeholders and recurring schedules.

This video is suitable for current customers, or those who want to learn how Karbon can improve their firm's efficiency and service delivery.

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Ian Vacin

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.