Using Karbon to collaborate with your team remotely


It's more important than ever to have a practice management solution that allows you to work together effectively with your team, no matter where you (or they) are.

In this video, you’ll learn how Karbon can be that solution for your firm.

Jason demonstrates how you can use powerful collaboration features to manage your workflows, communicate with your team, and deliver exceptional client work—all from your home (or beach).

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

This video is suitable for anyone who is new to Karbon.