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.
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.

Overview

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 (OneDrive, SmartVault and other DMS integrations are coming soon)

  • 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
  • Omer Khan
    Omer KhanHead 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
      Lachlan MacindoeVP 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.