Training, Practice Advisory & Consulting

Full-Service Implementation

Transition to Karbon with our most popular onboarding package. Includes contact import from your raw data source, robust workflow optimization, bulk project creation, and firm-specific team training.


Our experts will guide you through implementing Karbon to have your firm up and running in 5-6 weeks.

Timeline & Scope

  1. 1. Kick-Off & Contact Import—Week 1
    Meet with your implementation team to review your plan, set objectives, and start the contact import.
  2. 2. Champion Training & Workflow Optimization—Week 1-4
    Discover how to optimize work templates and leverage advanced automation to fine-tune your workflow over 5 meetings with a Karbon expert.
  3. 3. Work Creation—Week 4
    With the help of our data team, import your client projects and resolve any data issues.
  4. 4. Team Training—Week 5
    Invite your team and train them through firm-specific training with a Karbon expert.
  5. 5. System Stabilization—Starts at Week 6
    Begin using Karbon across your team, assisted by a Customer Success Manager dedicated to ensuring your objectives are met.

Full Service Plus add-on options

  • Time & Budgets and/or Billing setup and training
  • API and/or Integration setup and training (e.g. Ignition, QB Time, Zapier, etc)
  • Workflow optimization for processes using tax queues
  • Additional training and workflow optimization
  • Find out more

World-class Customer Support

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.

Assisted Onboarding

Assisted Onboarding

Our most accessible option designed for smaller firms. Transition to Karbon with contact import, workflow optimization, and guided next steps.

Book a demo or start a free trial.