Karbon best practices: how US firms are using Karbon


In this video, Ian Vacin (VP Education) and Andi Ancheta (VP Customer Success) show you how North American accounting firms are using Karbon's new approach to practice management to maximize their efficiency, streamline their processes, make their practice scaleable, and work smarter with their clients.

They are joined by Karbon customers, Jennifer Moore (Moore Details) and Jessica Daley (Xcelerate Business Solutions), who use real examples to demonstrate how they are using Karbon to be more productive and manage some common North American workflows and compliance processes.

You'll learn how other accounting firms:

  • Standardize their processes with work templates and recurring work

  • Manage and reduce their email using Triage

  • Collaborate with clients and automate requests & reminders

  • Manage workflow and tasks for team members, practice managers, and partners 

  • Keep sensitive items hidden using private contacts