Introducing Document Management in Karbon

This event is closed.

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.

Omer Khan
Head 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
VP 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.