Today, clients live in a world where ChatGPT writes their weekly meal plan in two minutes and their groceries are delivered within two hours. And they often expect similar experiences when working with their accountants.

Thankfully, with the abundance of tech, designing and delivering a first-class client and employee experience is perfectly within reach.

In this video, Justin Main and Rowan Van Tromp demonstrate practical ways to orchestrate your entire client experience with Karbon as one, unified platform.

They share live demonstrations that will help you to:

• Stop asking clients and staff to enter the same information repeatedly with integrations like Cognito Forms and Calendly.

• Make client engagements and onboarding effortless using digital proposals that communicate clearly and get signed fast.

• Control scope easily by connecting work with engagements so you can measure and track service delivery against agreements in real time.

• Get invoicing and payment collections right from the start with flexible billing terms and upfront payment detail collections.

• Price intelligently with AI-powered suggestions customized for each client using your firm’s actual data.

• Effortlessly report on your firm’s critical business metrics, identifying growth opportunities and improving efficiencies.

• Collect client feedback with integrations like Ask Nicely and Survey Sparrow.

Whether you're a current Karbon customer looking to maximize your product utilization, or exploring how to modernize your client experience and client management workflows, this video will show you practical ways to connect every client touchpoint in one platform.

👉 Download the presentation slides.