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.


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


  • 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
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.

Learn more


Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalized team training options.

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Book a demo or start a free trial.