This first session in the advanced workflow management series explores the essentials of a functional department in a modern accounting firm. Based on techniques implemented by best-in-class firms, learn:

• Modern firm roles and responsibilities

• Advanced concepts and workflows for specialist roles

• Which areas of Karbon matter for each role

Advanced Workflows is a five-part series outlining the theory and best practices behind advanced workflow management, and how your firm can implement these using Karbon.

With the techniques and use-cases outlined in this series, you'll be equipped to take your Karbon usage to the next level—work better as a team, give your clients better service, and make some serious efficiency gains.

Other sessions:

• Advanced workflows 2: Team management

• Advanced workflows 3: Team collaboration

• Advanced workflows 4: Client management

• Advanced workflows 5: Planning & tracking