How to handle tax season in Karbon


Whatever your firm's focus, tax period consists of various deadlines, extensions, lodgments, and collaboration between multiple clients and teams. Keeping track of everything can get incredibly complicated.

In this video, Ian Vacin (VP Education) and Rob Flowers (Customer Success) show how Karbon can help you make your tax period more efficient and stress-free. Learn how you can set up, standardize and automate your workflows in Karbon now, to realize gains in efficiency that will save your employees at least 10 hours each during the busy period.

Using examples of specific workflows, see how Karbon can help you:

  • Manage tax return preparation from beginning to end

  • Keep track of all filing deadlines

  • Collaborate with different teams and departments

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