Automating your workflow in Karbon

Tim DonohoueCOO & Head of Sales, Karbon
 

Karbon is jam-packed with features and functionality designed to automate common, time-consuming tasks so that your team can provide a higher quality service to clients.

In this video, discover exactly how you can achieve this. Tim and Lachlan walk through several common processes from start to finish. They demonstrate how you can use Karbon to do the work for you, provide an accurate reflection of where your workflow is up to, and keep everyone on your team on the same page.

Learn how you can:

  • Create Automators to trigger updates to statuses, due dates and assignees of any work item or task

  • Standardize your processes with super-powered Templates

  • Bring clients into your workflow using Client Tasks

  • Use Auto-Reminders to handle the entire client chase for you

  • Schedule recurring work creation for your clients

  • Create customized dashboards to get a visual snapshot of workflows across your team

In one session, get an insight into some of the most powerful ways you can automate more low-value admin tasks, using real-life examples and processes you carry out in your firm daily.

Tim Donohoue
COO & Head of Sales, Karbon

In his previous life as an accountant, Tim helped a business grow to $7m annual revenue and guided it through its successful IPO. Then, as COO of Advsor, an accounting firm, he turned its first 20 clients to over 120 in only 2 years. Tim ensures our operations around the globe keep running like clockwork.

Lachlan Macindoe
VP of Marketing, Karbon

Lachlan is responsible for our inbound marketing strategy to drive awareness and demand for Karbon which includes everything related to Karbon Magazine. He loves sharing stories, tips and advice to help accounting firms succeed.