Supercharge your Karbon experience with our practice management best practices series.
In this video, Wayne Schmidt (Accounting Practice Advisor) and Sara Goepel (VP Product) show you how other customers are using Karbon's new approach to practice management to maximize their efficiency, streamline their processes, make their practice scaleable, and work smarter with their clients.
This video focuses on:
Practice settings (updating your logo, email signature, teams, workflow statuses)
Templates (monthly/annual accounts, BAS, onboarding new clients)
Using Karbon in multiple windows
Best practice email management
Managing your daily tasks
Workflow management for team members, practice managers, and partners
Contacts (private or public)
Shortcuts for searching, meeting notes, messages, and ad-hoc work