Building and personalizing standard operating procedures in Karbon
Jake Lyman
Account Executive — Team Lead, Karbon
Standardized processes and efficient workflows keep everyone at your firm on the same page.
To make this easy, Karbon comes with an extensive knowledge base of templates for common accounting, tax, audit and advisory procedures.
In this video, Jake explores best practices for building, personalizing and implementing these templates in your accounting firm.
Watch to learn:
How to access Karbon's in-depth library of purpose-built templates
Steps to personalize these to suit your unique workflows, team and clients
When to use Automators to maintain powerfully efficient workflows
How to implement advanced functionality including Client Tasks, job role placeholders and recurring schedules
This video is suitable for current customers, or those who want to learn how Karbon can improve their firm's efficiency and service delivery.
