Using Karbon to collaborate with your team remotely

Scott GerdzunasSenior Account Executive, Karbon
 

Transitioning to working from home changes how you work with your team. No longer can you tap someone on the shoulder for a quick update or ask a question. Which is why it’s more important than ever to have a solution in place that allows you to work together effectively.

In this video, you’ll see how Karbon can be that solution for your firm. Scott will show how you can use powerful collaboration tools to manage your workflows, communicate with your team, and deliver exceptional client work—all from your home.

Watch to learn how you can:

  • Discuss client emails and work with colleagues using Comments

  • Share updates with team members using @ mentions

  • Monitor progress using customizable work dashboards and tasks

  • Stay on top of your own notifications using Triage

Scott Gerdzunas
Senior Account Executive, Karbon

Scott’s #1 priority is to help practices like yours grow and, more importantly, scale, with the enhanced visibility, standardization, collaboration and automation that Karbon offers its users. During his five year tenure at Karbon thus far, he’s helped hundreds of practices transition onto Karbon to achieve greater productivity and profitability.