Annual Service Plan
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.
Guarantee ongoing value from Karbon.
The Annual Service Plan is designed for firms intent on operating at their most effective.
Your dedicated Customer Success Manager will partner with you to ensure you're using Karbon to its fullest, your data is up-to-date and actionable, all features are being utilized, and Karbon is optimized to meet your top business objectives.
Included in the Annual Service Plan
Business ReviewsQuarterly business reviews to share product developments and review your goals
Data ReviewsGuided data hygiene reviews to aid reporting and collaboration
Bulk Work AssistanceUnlimited assistance creating or updating work in bulk
Workflow Updates AssistanceUnlimited assistance with workflow updates
Recurring ReportingOne recurring bespoke report for time and billing, capacity planning, or profitability analysis
Training SessionYearly training session (Workflow Overview, 1-1 Champion, or Team Training)
Academy AccessKarbon Academy training access and usage reporting
Time & Billing SupportOngoing support for Time & Billing module (setup fee not included)
Your Karbon Experts
Experienced practice management specialists committed to your success.
Effective and efficient processes are a critical component of making your business scalable and maximizing profitability.
It’s important to have your team onboard early. Live group training is a key way of ensuring a smooth transition.
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.
Choosing a team member to be your Change Champion is the best way of ensuring the introduction of any new system remains on-track.
Focus on your most critical and common processes when choosing what to document first. Consider where efficiency and consistency is most important.
Plan as far in advance as you can. A little training or process improvement today often delivers a huge return in the long-term.
Get your firm up and running seamlessly with the package that’s right for your needs.
Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Full Service Onboarding
Our most popular option. Transition to Karbon with contact import, robust workflow optimization, bulk project creation, and firm-specific team training.
Let’s talk about your firm’s success.
Get started by becoming a Karbon customer, or log in and start a live chat.