All Karbon Services
Popular Add-Ons
Ensure your firm gets the ideal combination of services.
Annual Service Plan
Be guided by your dedicated account manager to gain maximum value from Karbon.
- Quarterly business reviews
- First access to features
- Data updates and reporting
$1,499
Tech Annual Service Plan
Navigate the accounting industry's technical landscape with guidance from Karbon experts.
- Workflow mapping
- Premium integrations support
- Access to technical consultants
$1,499
Time, Budgets & Billing
Includes three 1:1 training sessions to optimize time and budgets setup.
- With a Karbon Expert
- Learn best practices
- Prepare for time entry and billing
Starting at $1,999
Bulk Work Creation
Assisted import of projects.
- With a Karbon Expert
- Review and error resolution
- Quickly add projects
$999
Workflow Optimization
Expert workflow optimization of Karbon templates. Includes three 1:1 training sessions to ensure continuous process improvement.
- With a Karbon Expert
- Learn best practices
- Ensure continuous process improvement
$999
Assisted Data Import
Detailed Contact Migration
$299
Assisted import of client data (people, organizations and client groups), review and error resolution.
Bulk Work Creation
$999
Assisted import of all jobs and work detail, plus review and error resolution.
Bulk re-apply templates
$499
Re-apply any updated work template/s to all work items that have been created from those templates in the past.
Practice Setup & Processes
Template Review
$499
1:1 session with a Karbon Expert providing best practice advice and suggested improvements to one of your workflow templates.
Process Visualization
$1,999
Conversion of all existing Karbon templates into process maps to assist with process improvement projects.
Work Template Optimization
$999
Expert workflow optimization of Karbon templates. Includes 1:1 training (3 Sessions) to ensure continuous process improvement.
Process Consulting
Quote On Request
Assistance defining process and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.
White Glove Experience
Starting at $9,999
A truly customized implementation plan tailored to you. Includes all processes migrated by Karbon experts, settings customized to your firm, and custom training designed for your firm.
Approved proposal integration Setup & Training - (GoProposal, Ignition)
$999
Review integration documentation with a Karbon expert and learn best practices and another session to test various proposals to ensure the workflow is setup correctly.
Time, Budgets & Billing – Setup & training
Starting at $1,999
Review and update of workflow templates, bulk application of budgets to new and existing work items, three meetings including a discovery session to ensure your Karbon account is set up and optimized for budgets and firm operations, a review call once set up to ensure everything is working as intended, and a team training session through a full time tracking and billing cycle.
Training
One-On-One Champion Training
$499
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Team Training (Up To 12 People)
$499/Team
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Team Training Pack (Up To 12 People) - Three Sessions
$999
Three live sessions for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Account Optimization for Tax Queue System
$999
Three live sessions with an expert to optimize templates, design work views, and develop team instructions to support various methods of queue systems (e.g. pull list/pick list, production system, etc).
Product Expansion
Extended Email History (12 Months)
$199/User
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.
Custom Reporting
Starting at $6,000
Email Insights
$10/User/Month
Detailed reporting on individual, team and client email activity and efficiency.
Custom Data Export
Quote On Request
Zapier Enablement Training
$999
1:1 session with a Karbon expert to discuss documentation, common workflows, and connection options plus assisted setup.
API Enablement & Conversation
$999
1:1 session with a Karbon expert to discuss existing and future API endpoints. Karbon API team will create the developer account for the firm.
Extended Support
Annual Service Plan
$1,499/Year
Be guided by your dedicated account manager to gain maximum value from Karbon through quarterly business reviews, first access to features, data updates and reporting.
Tech Annual Service Plan
$1,499/Year
Get access to industry leading advice, exclusive courses & community, premium integrations support & a client workflow map. For firms that want to take their tech stack to the next level.
Consulting
Online Coaching (Video Call)
$499/Hour
In-Person Coaching Day-Rate
$2,500/Day
In-Person Coaching Week-Rate
$10,000/Week
