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

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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.

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Introduction to Document Management with OneDrive in Karbon

Effortlessly share, save and organize your files right from Karbon

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