Karbon best practices: Templates and Client tasks

 

Supercharge your Karbon experience with our practice management best practices series. Learn advanced techniques with Karbon's Templates and Client tasks that will improve the efficiency of your firm's most common processes.

In this video, Wayne Schmidt (Accounting Practice Advisor) and Pax Zwanikken (VP Design) are joined by Karbon power user Beau Gaudron (Growthwise).

They demonstrate how you can use Karbon's Templates to ensure a consistent approach to workflow management, and advanced techniques with Client tasks that will bring your clients into your workflow and automate your client collaboration process.


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