Document management in Karbon with OneDrive

This event is closed.

Effortlessly share, save and organize your files right from Karbon

Connect your document management system to Karbon and manage client work files from a single source of truth. In these introductory webinars designed especially for Karbon customers, you’ll discover:

  • How to connect your Document Management System to Karbon, using OneDrive as an example

  • How Karbon can automate your file organization and backups

  • How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS

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

Omer is wearing glasses and a black tshirt, and is standing in front of a red brick wall.

Omer Khan
Head 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.

Lachlan Macindoe
VP of Marketing, Karbon

Lachlan is responsible for our inbound marketing strategy to drive awareness and demand for Karbon which includes everything related to Karbon Magazine. He loves sharing stories, tips and advice to help accounting firms succeed.

Anika's headshot. She has long dark hair, and is wearing a peal necklace and a pink and black blouse.

Anika Zubair
VP of Success, Karbon

Anika lives and breathes customer success, so much so that she hosts her own podcast (The Customer Success Channel) and runs a customer success meet-up group in London. Outside customer success, she is a proud dog mom, is an avid Peloton spin enthusiast, and loves travelling.

Andi has dark wavy hair, thick-rimmed glasses, and is wearing a soft shell jacket.

Andi Ancheta
SVP of Customer, Karbon

Andi is passionate about building strong relationships with customers to understand their desired outcomes and help them achieve their goals. With more than 20 years in the accounting industry, few are better-equipped than Andi to ensure every Karbon customer has a great experience.

Zach Cochran
Head 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.