Connect your document management system to Karbon and manage client work files from a single source of truth.
In this video, you'll learn:
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
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.