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A coral pink background, with a laptop and iPhone screen that both display areas of the Karbon app.A coral pink background, with a laptop and iPhone screen that both display areas of the Karbon app.This event is closed.

Introducing Document Management in Karbon

Join our team for an in-depth introduction to Karbon's newest product release: Document Management.

This event is closed.

About this event

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 specifically for Karbon customers, you'll discover:

  • How to connect your Document Management Systems to Karbon, using Dropbox 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 this time, register to receive the recording.

Meet the Speakers

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 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.

Ian Vacin
Co-Founder & Chief Partnerships Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.