Training, Practice Advisory & Consulting

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.

$3,999

Our experts will guide you through implementing Karbon to have your firm up and running in 6-8 weeks.

Scope

Assigned Implementation Specialist and Karbon Expert
Guided next steps, Kick-Off meeting, and check-in meetings with the assigned Implementation Specialist
Curated self-paced learning options
Bulk contact data import from a raw data source
Four consulting meetings with the assigned Karbon Expert to optimize workflows
Curated Time, Budget, Billing self-paced learning options
Guided bulk project creation
Two live training meetings exclusively for the firm — one for all staff and another focused on the leadership team
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.
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