Full-Service Onboarding
Transition to Karbon with our most popular onboarding package. Includes contact import from your raw data source, robust workflow optimisation, bulk project creation, and firm-specific team training.
Contact importReceive assistance to import client details, review data, and resolve errors.
Learn the fundamentalsKnow the steps to get started quickly with group onboarding sessions.
Create client workSet up templates, workflows and schedule recurring client work.
Included in Full-Service
Our experts will guide you through implementing Karbon to have your firm up and running in 6-8 weeks.
Assigned Specialist
Assigned Implementation Specialist and Karbon Expert
Guided Program
Guided next steps, Kick-Off meeting, and check-in meetings
Fundamentals
Curated self-paced learning options
Bulk Contact Import
Bulk contact data import from a raw data source
Workflow Optimization
Four consulting meetings with the assigned Karbon Expert to optimize workflows
Extended Learning
Curated Time, Budget, Billing self-paced learning options
Bulk Project Creation
Guided bulk project creation
Live Training
Two live training meetings exclusively for the firm, one for staff and one for leaders
12 Weeks
Twelve weeks of implementation support from the assigned Karbon team
World-class customer support
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
Hultquist Firm
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
Pasaban Accounting Solutions
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
In Dinero
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Group Onboarding
Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Enterprise
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalized team training options.
Let’s talk about your firm’s success.
Get started by becoming a Karbon customer, or log in and start a live chat.
