Using Karbon to work with clients remotely
Miranda KendallManaging Director, UK, Karbon
Many workers across the globe are working from home for the foreseeable future. For you and your accounting firm, this probably changes how you interact with clients. No longer can they come into the office to provide you with documents and getting them on the phone is challenging.
In this video, you’ll discover how Karbon makes working with your clients—contact-free—easy. Miranda will demonstrate how you can bring your clients into your workflow, schedule tasks for them, set auto-reminders, and automatically organize all their most important details and communication to share across your remote team.
Watch to learn how Karbon can help you:
Outline all requirements for your clients
Schedule tasks and auto-reminders
Interact and share updates within their own client portal
Automatically organize all client communication, activity and details to share across your team
Report on efficiency, workload and other important details for every client
This video is suitable for anyone who is new to Karbon.
Further resources
Miranda Kendall
Managing Director, UK, Karbon
With more than 18 years as a leader working in SaaS, Miranda has a gift for building and scaling businesses that are entering new markets and achieving results that impact. In her last role before Karbon, she started with a blank canvas and left the company performing £6M Annual Recurring Revenue. She is passionate about helping accounting firm improve their operations using efficient, scalable and automated processes, and improving their productivity and profitability.
