Obtaining visibility across your distributed team with Karbon

Jake LymanAccount Executive, Karbon
 

Karbon is built from the ground up to provide accounting firms with unparalleled visibility—something that has become even more important as teams around the globe transition to working remotely.

In this video, Jake demonstrates how you can use Karbon to gain clarity over what your team is working on, where every client relationship stands, and what priorities need adjusting. No matter where you and your team are working from.

Watch to learn how you can:

  • Ensure no work falls through the cracks

  • Manage capacity across your team

  • Know when it is the right time to hire someone

  • Identify issues before they arise

  • Adjust priorities to ensure every deadline is met

  • Make better-informed decisions based on output, status, capacity and client behavior

In one video, get an insight into some of the most powerful ways you can gain a whole new sense of visibility and clarity across your firm.

Further resources

Presentation slides

Jake Lyman
Account Executive, Karbon

Jake is passionate about helping guide teams toward more scalable and efficient processes through applying automation where it makes sense. If we give time back to your team, they can use it on things they value most.