5 practical strategies to optimise your self-assessment tax workflows in Karbon

Are you confident that your self-assessment tax workflows are as efficient as possible?

In this training video, Rowan Van Tromp from Karbon's Customer Success team demonstrates best practices for using Karbon workflows to manage self-assessment tax.

Watch the video to learn how to:

• Effectively manage your team's schedule

• Streamline client information collection and optimise the chase

• Distribute work and gain real-time visibility over work statuses

• View how many returns are left to complete per staff member or client manager

• Automate client payment reminders (including payments on account)