Group Onboarding
Transition to Karbon with on demand and live online training to instantly enhance the visibility, efficiency and collaboration across your firm.
Schedule your group onboarding session
Learn how to optimize your account and receive tips for a strong start, then schedule a live session with one of our Karbon experts to have all of your questions answered.
Fast Track Onboarding
Ready to activate Karbon? Register for a Fast Track onboarding series.
- Import your contacts with the help of the Karbon data team
- Configure workflow templates to streamline your business processes
- Add and assign client work to begin tracking and managing projects
- Implement daily habits for success across your team
Billing Onboarding
Ready to activate Billing & Payments? Register for an onboarding series.
- Configure Billing & Payments settings for speed and accuracy
- Streamline invoicing and collections
- Avoid common pitfalls in your first month
- Learn directly from Karbon experts and peers
Engagements Onboarding
Ready to activate Engagements? Register for an Engagements onboarding series.
- Configure your Karbon account for Engagements
- Create and activate Engagements
- Streamline invoicing & collections through automation
Aider Onboarding
Ready to use Aider? Register for an onboarding series.
- Get Aider set up and your team live within one week
- Run efficient, consistent period closes across your full client portfolio
- Build and refine a firm-wide period close template that fits your workflow
- Turn closed books into client-ready reports and advisory insights using AI
Commitment to customer success
One of the best experiences I've ever had
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
The system to exactly fit our needs
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
True partnership
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Billing & Payments Implementation
Go live with Karbon Billing & Payments in 3-4 weeks, with expert-led setup, data imports, and training.
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.
