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 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.
Tim DonohoueVP of Sales, KarbonIn 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.


