Training, Practice Advisory & Consulting

Assisted Onboarding

Transition to Karbon with our most accessible package designed for small firms of 1-5. Includes contact import from your raw data source, workflow optimization, and guided next steps.


Timeline & Scope

Kick-Off & Contact Import—Week 1

Start your implementation and contact import.

Champion Training & Workflow Optimization—Week 1-2

Discover how to optimize work templates and leverage advanced automation to fine-tune your workflow over 3 meetings with a Karbon expert.

Work Creation—Week 3

Add your client projects in product and set up repeating schedules.

Team Training—Week 4

Invite your team and train them through webinars and support resources.

System Stabilization—Starts at Week 5

Begin using Karbon across your team, assisted by a Customer Success Manager dedicated to ensuring your objectives are met.

Request Assisted Onboarding

I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
Bill Simmons
Hultquist Firm
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
Christian Rigsby
Pasaban Accounting Solutions
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Melissa Stout

Need a different solution?

Group Onboarding

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.