Training, Practice Advisory & Consulting

Group Onboarding

Transition to Karbon with free live online training and instantly enhance the visibility, efficiency and collaboration across your firm.

Schedule a free session
Import Your Data
Learn the Fundamentals
Create Client Work

Schedule your free group onboarding sessions.

Learn how to optimize your account and/or best tips for getting started, then schedule a live session with one of our Karbon experts to have all of your questions answered.

Session 1

Fundamentals Training

In this module, you’ll explore the core features of Karbon and then schedule a 45-minute Q/A session to learn other tips for getting started. Perfect if you are new to the app.

  • Use Triage to manage your email
  • Use My Week to plan your work and get an overview of your priorities
  • Use Work Items to complete tasks and collaborate with your colleagues
Get Started

Additional Training Sessions

Session 2

Account Optimization & Template Building

In this training module, you will learn how to set up Karbon, optimize key settings, and create workflows before adding additional team members. After exploring the on-demand training, book a 45-minute session to interact with a Live Expert and cover the following areas:

  • Customize key settings
  • Optimize a pre-populated template
  • Create and automate Client Tasks
  • Create and manage work
Get Started
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?

Full-Service Onboarding

Our most popular option. Transition to Karbon with contact import, robust workflow optimization, bulk project creation, and firm-specific team training.

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

Learn more