10 essential Zapier automations to build in your accounting firmIn this hands-on video, Zapier expert Heather Satterley outlines how to create the 10 automations every accounting firm should be using.68 min video
Why your firm’s data security is more important than ever (and 3 steps to protect yourself)Karbon CEO, Stuart McLeod discusses why and how security and privacy should be embedded deeply into the culture of your accounting practice.3 min read
Designing a fully integrated accounting firm tech stackLearn how to select the right tools for your firm and design your tech stack so that it is completely connected, streamlines data and built for automation.64 min video
Adding a new client to GustoThe best practices for adding a new client to your Gusto partner dashboard.Download
Advanced techniques to automate your workflowDevelop a plan for your accounting firm that will automate time-consuming tasks, improve the efficiency and outcomes of your most critical processes, and deliver a higher quality service to your clients.64 min video
Mastering your firm’s process managementDiscover everything you need to know about building, personalizing and implementing processes for your firm’s most common services.63 min video
5 workflows every accounting firm must master Improve your accounting firm’s productivity and client satisfaction by excelling in these five critical workflows.7 min read
Building the perfect tech stack for your accounting firmDiscover the tech stack used by Envolta, which has enabled them to become one of Canada's fastest-growing companies, while retaining 99% of their clients.60 min video
3 things to keep in mind when updating legacy tech applicationsUpdating legacy applications is easier said than done — many company leaders often don’t understand how much work is involved, or what the particular challenges will be.4 min read
Tech clutter is killing your company cultureWe’re all burdened by massive tech clutter, and it’s having a negative impact on companies, the way we work together, and our mental health, argues Stuart McLeod.5 min read
Are your communications leak-proof?Why your company needs secure internal communicationsIf you run an accounting firm or other professional service business, you have all kinds of sensitive information on hand. You can’t afford to leave it accessible to the world.4 min read
CommunicationBridging the gap between email and SlackDespite the rise of messaging tools like Slack, email being relied upon more than ever. It's critical to focus on connective workflows so employees aren’t overwhelmed with information.4 min read
Karbon Magazine
