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
How top accounting firms attract clientsGain more quality clients, increase the value of your services, reduce your hours, and ultimately grow your revenue.60 min video
Karbon Update: Q4 reviewCatch up on the newest features and enhancements released to Karbon from Oct-Dec 2019.32 min video
Managing your client acquisition and sales process in KarbonFrom managing leads at the top of your funnel to onboarding new clients, learn the best practices to manage your sales process in Karbon.30 min video
The blueprint for an effective team: how to structure and hire for painless growthEd Chan shares his ideal team structure and how to hire the best people for each role, which can be the foundation of your growth, profits and lifestyle.47 min video
Best practices for managing your teamDiscover how Karbon gives you complete visibility and control over what your team is working on and their progress.30 min video
Capacity planning in KarbonLearn new ways Karbon can help you to plan more confidently, make accurate predictions, and data-backed decisions.33 min video
Managing your sensitive data in KarbonLearn how you can maintain control over the level of visibility that Karbon provides to your team.30 min video
Designing a scalable organizational structure where each partner can manage $5million in feesEd Chan shares the secrets behind the success of Chan & Naylor and how to implement an organizational structure that allows each partner to manage $5million in fees.51 min video
Managing your clients and contacts in KarbonLearn the best way to organize your clients, and compile a powerful database within your workflow and collaboration hub.37 min video
Automating client onboarding with Practice Ignition and KarbonDiscover how you can integrate Practice Ignition and Karbon to create a seamless client onboarding process, automate key steps, and free your team to focus on the high-value activities.55 min video
Karbon update: Q2 recapSee our newest features and enhancements in action as Lachlan and Sara run through every Karbon Update released in the last 3 months. 38 min video
