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This event is closed.
WebinarThis event is closed.

Karbon Client Portal: Connect and collaborate with your clients

The new Karbon Client Portal includes improved existing functionality, plus new features to help you engage with your clients and share information more securely.

About this webinar

The Karbon Client Portal is designed to connect your clients with your accounting firm.

Visibility helps keep your accounting firm running, and now, Karbon customers will benefit from increased clarity over client engagement via the Karbon Client Portal. 

Here, your clients can manage and comment on specific tasks and ask questions all in the context of the appropriate work item. And your team is immediately notified to take action. This eliminates the need for email, keeping everything together in one place. 

In these introductory webinars designed especially for Karbon customers, we will:

  • Provide an overview of the Client Portal in Karbon

  • Share best practices for collaborating effectively with clients

  • Explain how you can empower your clients to self-serve, find information, comment, and ask questions within the Client Portal

If you can’t attend at these times, register to receive the recording.

Meet the speakers
  • Omer Khan
    Omer KhanHead of Customer Success, APAC, Karbon

    Omer’s mantra is to 'Help People Succeed'. As the head of Customer Success for APAC at Karbon, his role is to help every firm fully realise the value of Karbon, and be an advocate to make sure the product has achieved a perfect match with their needs.

    • Peter Grillet
      Peter GrilletHead of Customer Success, EMEA, Karbon

      With years of experience in designing and implementing best practice training, development and recruitment programs, Peter understands the power of smooth user experiences. He is passionate about change management, and using the right tools to make the most out of training and onboarding.

      • Zach Cochran
        Zach CochranHead of Customer Success, North America, Karbon

        Zach believes the best place to be in your career is at the intersection of your passion and the greatest need in the marketplace. It's out of his passion for people and relationship-building that Zach has developed skills in customer success. He's always looking for ways to make sure customers are heard, understood and happy.