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Premium Services

From onboarding to data migration, and process re-invention to ongoing advanced training—our additional premium services will help you maximize your value and empower your team to become Karbon power users.

Data Migration

Karbon can be the foundation of your business, giving you one centralized place for all your data in one cloud-based location. Our expert onboarding team can prepare, upload, and tune your data in Karbon for you, including client details, process templates and work items.

Data migration assistance includes full data import, in-depth data review and error resolution. Everything you need will be fully populated in Karbon, setting you up to accelerate forward.

"Karbon's availability and true partnership to structure the system to work for our firm was most appreciated."

— Melissa Stout, mAccounting

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Client Management Communication Record 2 2x

Personalized Training

Help your team to get more done in less time by empowering them to become Karbon power users. Premium training will ensure your business can transition to Karbon in the shortest possible time.

Our full set of training options include one-on-one training, live team sessions, advanced training, ongoing quarterly sessions, and role-based concept training outlining advanced concepts for specialists including Sales, Onboarding, Managers, Administrators and Partners.

"The weekly, sometimes twice a week, one-on-one training was extremely helpful, personalized, and helped us move forward to implementation quickly."

— Caroline Herrington, Stephens & Company

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Enterprise Platform Premium Support 2 2x

Process Optimization

Effective and efficient processes are a critical component of making your business scalable and maximizing profitability. Through expert assistance on process optimization, discovery, re-invention, and mapping, our team can help you get the most out of your business, staff, and Karbon.

Process optimization services include a detailed discovery meeting with your dedicated expert, process map visualization, template migration, template optimization, process training and Karbon Settings optimization.

"The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs. We not only felt fully supported through the implementation of Karbon, but we also learned better ways to refine our existing processes." 

— Christian Rigsby, Pasaban Accounting Solutions

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Workflow Efficiency Automate Schedules 2x

Personalized Service

No matter what service you choose, your dedicated Karbon expert will work with you every step of the way. Whether you require a specialist, integration expert, coach, or someone local, our list of certified partners will be able to assist you.

Our team can personalize your service to suit your needs, ensuring your Karbon adoption is a success—from setup to data migration, and in-depth training to ongoing priority support.

"The Karbon team were awesome and very supportive. They are generous with their time as they understand that having great support made all the difference in the success of implementing this program."

— Catherine Catherine, Armanino

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Enterprise Platform 2 2x