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Karbon's Kanban work view
Karbon's Kanban work view
Duration: 1 hrLive next month
WebinarDuration: 1 hrLive next month

Karbon for Clients: Elevate client collaboration with the all-new client portal

This live product demo will introduce you to Karbon’s premium client portal: Karbon for Clients.

About this webinar

Discover how Karbon for Clients can transform the way your firm collaborates with clients—reducing back-and-forth emails, streamlining document collection, and keeping everything in one place.

In this 30-minute live session, we’ll introduce our new client portal, Karbon for Clients, designed to improve client collaboration with a premium, branded experience. Whether you're chasing down documents or waiting on approvals, Karbon for Clients helps you get the answers you need—faster.

You'll learn how your firm can:

  • Provide clients with a secure, easy-to-use portal

  • Eliminate confusion and follow-up by centralizing requests

  • Deliver a polished, professional client experience that sets your firm apart

If you’re a Karbon customer, please register for the customer-specific Karbon for Clients webinar.

This is a must-attend for any firm looking to improve client communication, increase efficiency, and elevate service delivery.

Can’t join live? Register anyway to receive the recording.

Meet the speaker
  • Tim Donohoue
    Tim DonohoueVP 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.