Transforming your workflow with Karbon templates

Consistent, high-quality, and repeatable processes are the backbone of your accounting firm’s workflow. They can unlock huge gains in efficiency, transparency, and scalability. But where do you start?

In this video, Ian Vacin demonstrates how you can use Karbon and our brand new, extensive collection of best practice templates to transform your workflows, automate sequences of tasks, and change the way your firm is run. These templates were documented in consultation with leading firms, and focus on a wide-range of client services and critical internal processes.

Learn:

How best practice templates can be imported into your account in Karbon
How you can tailor each sequence of tasks to suit your own team
Use client tasks to automate your client collaboration process and the client chase
Quickly create work from each template for multiple clients
Automate recurring work to repeat

This video is suitable for Karbon customers and anyone interested in learning how Karbon can help them manage their workflow.