Guided Implementation
Transition to Karbon with our most popular onboarding package. Includes contact import from your raw data source, robust workflow optimization, 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 Guided Implementation
Our experts will guide you through implementing Karbon to have your firm up and running in as little as 4 weeks.
Assigned SpecialistAssigned Implementation Specialist
Guided ProgramGuided next steps, Kick-Off meeting, and check-in meetings
FundamentalsCurated self-paced learning options
Bulk Contact ImportBulk contact data import from a raw data source
Workflow OptimizationCurated templates loaded to your Karbon account
Extended LearningCurated Time, Budget, Billing self-paced learning options
Bulk Project CreationGuided bulk project creation
Live TrainingTwo live training meetings exclusively for the firm, one for staff and one for leaders
Ongoing SupportUp to eight weeks of implementation support from the assigned Karbon team
World-class customer support
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.
Group Onboarding
FreeFree online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Guided Plus Implementation
Perfect for firms looking for an added layer of consultation in their onboarding, this solution balances efficiency in setup with additional customization.
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.
