Masterclass: How to work more effectively with your clients using Karbon and Ignition

Miranda KendallManaging Director, UK, Karbon
 

Learn how you can combine Ignition with your Karbon account to create a seamless client onboarding experience and automate your workflow.

Discover best practices for sending smart proposals to clients with Ignition, automatically triggering workflows from linked Karbon templates, and find out how other firms like yours are using Ignition.

Watch to learn:

  • A practical understanding of how Ignition can integrate with your Karbon account to save time across your team and ensure work is automatically allocated to the right people

  • The importance of aligning your sales & service workflows to ensure every piece of work has a signed proposal and terms

  • How other accounting firms are using Karbon and Ignition together to benefit their efficiency, accounts receivable, and reporting

Miranda KendallManaging Director, UK, Karbon
Emily PhungAccount Manager - EMEA, Ignition
Rowan Van TrompSenior Customer Success Manager, Karbon
Coral Tolley-FletcherDirector and Practice Manager, JVCA