Introduction to Document Management with OneDrive in Karbon

Richard SnellDirector of Sales, Asia-Pacific, Karbon
 

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 this introductory recording, you’ll discover:

  • How to connect your Document Management System to Karbon, using OneDrive as an example

  • 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

Richard Snell
Director of Sales, Asia-Pacific, Karbon

Richard brings almost 20 years of leadership experience working for SaaS companies in the accounting industry including MYOB, QuickFee and Wolters Kluwer. He has a proven record of helping accounting firms leverage technology to grow and improve their business.