Overview

You know that detailed and standardized processes are essential if you want to keep your firm efficient and scalable. That's nothing new.

But actually finding the time required to document your processes is a whole other story.

This is why we have launched the Karbon Template Library—to give you access to hundreds of best practice templates for almost every process imaginable. Tailored to your region and services, ready to download for free.

In this webinar, you'll get a full overview of the Karbon Template Library and learn how you can use it as a starting point for reimagining and improving your firm's processes, almost instantly.

Register to learn:

• How to navigate the library to find the most relevant templates quickly

• How to add your templates to Karbon quickly (or open in a trial account if you're not already a customer)

• How to use the template in spreadsheet form if you'd prefer not to use in Karbon

• How to understand the advanced elements of the template including automators, client tasks, job roles, and due dates

• How to tailor each template quickly to suit your unique workflows

• How to deploy and schedule client work from each template

If you cannot attend at this time, register to receive a recording.