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.
Karbon WebinarThis event is closed.

Introducing Document Management in Karbon

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


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, 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
  • Tim Donohoue
    Tim DonohoueVP of Sales, Karbon

    In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.

  • Scott Gerdzunas
    Scott GerdzunasSenior Account Executive, Karbon

    Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.

    • Jake Lyman
      Jake LymanAccount Executive — Team Lead, Karbon

      Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.