Karbon tips for Practice Managers: Workflows, visibility & team efficiency
A practical session to help practice managers use Karbon to delegate better, streamline planning, and lead high-performing teams with less stress.
About this webinar
Unlock the full potential of Karbon to lead your team with less stress and more strategy.
Join Certified Karbon Expert Brian Clare for a practical session designed specifically for practice managers who oversee people, departments, and workflows. You’ll learn how to use Karbon’s most powerful features to streamline operations, improve team performance, and take back control of your time.
This session is packed with real-world best practices to help you lead with clarity and confidence—so your team can move faster, communicate better, and stay on track.
You'll learn how to:
✅ Delegate effectively with Karbon Assignments
✅ Keep everyone aligned using comments, mentions, and timelines
✅ Set up repeat work for predictable planning and full visibility
✅ Use smart automations to give you an accurate, real-time view of your firm’s workload
✅ Use Contact Segments to manage client relationships and perform bulk actions in a snap
…and more shortcuts to help you work smarter, not harder.
This session is perfect for new Karbon users and those looking to get more out of it. Can’t join live? Register anyway to receive a copy of the recording.
- Brian ClareFounder, Blueprint Accounting
Brian Clare is the founder of Blueprint Accounting, a Canadian boutique, fully-cloud accounting firm. He has been using Karbon in his firm for five years, and has helped over 60 firms implement Karbon. Brian specializes in using technology to make things more efficient while building processes.
- Zach CochranHead of Customer Success, North America, Karbon
Zach believes the best place to be in your career is at the intersection of your passion and the greatest need in the marketplace. It's out of his passion for people and relationship-building that Zach has developed skills in customer success. He's always looking for ways to make sure customers are heard, understood and happy.