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

Rowan Van TrompSenior Customer Success Manager, Karbon
Rowan Van Tromp's headshot

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)

Rowan Van Tromp
Senior Customer Success Manager, Karbon

Rowan is an ACCA accountant, a certified Zapier expert, and previously worked as Cloud Services manager for PJCO Accountants at the time they became QuickBooks UK Firm of the Future.

Rowan Van Tromp's headshot