Guarantee your firm’s success.
Ensure a pain-free transition to Karbon and maintain ongoing value with comprehensive training, implementation and consulting services.
Ensure a pain-free transition to Karbon and maintain ongoing value with comprehensive training, implementation and consulting services.
Get your firm up and running in 30 days or less.
Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Learn moreTransition to Karbon with our 4-step plan. Includes guided data imports, client work creation, and personalized team training.
Learn moreBespoke one-on-one training and data imports. Everything your team needs to transition to Karbon in the shortest possible time.
Learn moreEnsure your firm gets the ideal combination of services.
Save hours of manual work setup by having our team create all client work in Karbon for you.
Expert assistance to prep, upload and tune your firm’s data in Karbon.
One-on-one training to document your critical processes and fine-tune your Karbon workflows.
One-on-one training for teams or individuals requiring additional training on areas of Karbon.
Assisted import of client data (people, organizations and client groups), review and error resolution.
Assisted import of templates, work types and job roles, plus review and error resolution.
Assisted import of all jobs and work detail, plus review and error resolution.
Re-apply any updated work template/s to all work items that have been created from those templates in the past.
Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.
Conversion of all existing Karbon templates into Microsoft Visio/ LucidChart process maps to assist with process improvement projects.
Expert migration and optimization of 3 processes into Karbon templates. Includes 1:1 training (3 Sessions) to ensure continuous process improvement.
Assistance defining process and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Live session for your team, focusing on advanced Karbon concepts like work management, workflow, reporting and best practices.
One year of quarterly 1:1 sessions with an expert to walk through the newest features, get refreshers on key workflows + Q&A.
Import an extended history of your email to allow you to store a full record of communication against clients and work items. Pricing is per 12 months worth of history.
Additional storage for your team's files and email.
Detailed reporting on individual, team and client email activity and efficiency.
Access to 24/7 live chat with Karbon experts for support and best practice advice.
Unlimited, annual assistance for popular bulk and data service requests. Includes assisted data import/export support, work template reviews, and bulk work requests.
An assigned Account Manager to give you on-demand answers and ongoing support.
“Effective and efficient processes are a critical component of making your business scalable and maximizing profitability.”
Ian Vacin
“It’s important to have your team onboard early. Live group training is a key way of ensuring a smooth transition.”
Carla Caldwell
“Data is an important part of your migration, so I’d recommend doing this early. The sooner your data is in Karbon, the sooner you’ll gain value.”
Tim Donohoue
“Choosing a team member to be your Change Champion is the best way of ensuring the introduction of any new system remains on-track.”
Erin Jamison
“Allow each person in your firm to be part of the process and contribute feedback. It’s important for everyone to know that they are heard.”
Evan Hall
“Plan as far in advance as you can. A little training or process improvement today often delivers a huge return in the long-term.”
Andi Ancheta