Guided Plus Implementation
Transition to Karbon with our most popular 8-week implementation package. Ideal for firms seeking extra guidance during implementation, this solution offers the flexibility to update templates to the firm’s needs.
Contact and work creationReceive assistance to import contact details and existing client work.
Team trainingKnow the steps to get started quickly with group onboarding sessions.
Tailored workflowsCustomized setup for templates.
Included in Guided Plus Implementation
Your assigned specialist will guide you through implementing Karbon in 8 weeks.
Assigned Specialist
Assigned Implementation Specialist
Guided Program
Guided next steps, Kick-Off meeting, and check-in meetings
Kick Off & Contact Import
Review your project plan, and prepare and import contact data
Customize Settings & Templates
Customize best practice templates and workflows with advanced automation
Create & Schedule Work
Import and schedule recurring client work
Live Training
Two live firm training meetings—one for staff and one for leaders
Ongoing Support
Up to twelve weeks of implementation support from the assigned Karbon team
Project Wrap-Up
Review account usage and ongoing support resources available
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 Implementation
Perfect for firms looking for a seamless and efficient setup, this solution is designed to get firms up and running quickly.
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.
