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, 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.
COO & Head 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.
Senior 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 five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.
Account 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.