Automating your workflow with Karbon
This event is closed.
Karbon is jam-packed with features and functionality designed to automate common, time-consuming tasks so that your team can provide a higher quality service to clients.
In this webinar you’ll discover exactly how you can achieve this. Miranda will walk through several common processes from start to finish. You’ll discover how you can use Karbon to do the work for you, provide an accurate reflection of where your workflow is up to, and keep everyone on your team on the same page.
Register to learn how you can:
Create Automators to trigger updates to statuses, due dates and assignees of any work item or task
Standardize your processes with super-powered Templates
Bring clients into your workflow using Client Tasks
Use Auto-Reminders to handle the entire client chase for you
Schedule recurring work creation for your clients
Create customized dashboards to get a visual snapshot of workflows across your team
In one session, get an insight into some of the most powerful ways you can automate more low-value admin tasks, using real-life examples and processes you carry out in your firm daily.
If you cannot attend at this time, register to receive a recording.
Managing Director, UK, Karbon
With more than 18 years as a leader working in SaaS, Miranda has a gift for building and scaling businesses that are entering new markets and achieving results that impact. In her last role before Karbon, she started with a blank canvas and left the company performing £6M Annual Recurring Revenue. She is passionate about helping accounting firm improve their operations using efficient, scalable and automated processes, and improving their productivity and profitability.