Skip to main content
Karbon
ArticlesWebinarsVideosEbooksTemplatesOpinionsGuidesPodcastNewsletter
Discover Karbon

Introduction to Document Management with OneDrive in Karbon

Tim Donohoue
VP of Sales, Karbon

KarbonProduct NewsCompany NewsTips & Tricks
 

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 this introductory recording, 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

Share this article

Tim Donohoue
VP of Sales, Karbon

In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.