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Ian Vacin, Karbon Chief Partnerships Officer and Co-Founder, delves into why you need to document and standardize your internal processes if you are serious about scaling your accounting firm.
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Webinar
Introduction to document management in Karbon
Learn how to effortlessly share, save, and organize your files right from Karbon.
Watch the RecordingAbout this webinar
Learn how to connect your document management system (DMS) to Karbon and manage client work files from a single source of truth.
In this webinar, you'll learn:
How to connect your DMS to Karbon, using Dropbox as an example
How Karbon can automate your file organization and backups
How to copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS
Meet the Speaker
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