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
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.