Training, Practice Advisory & Consulting

Tech Annual Service Plan

Navigate the accounting industry's technical landscape with guidance from Karbon experts. Access industry-leading technical advice, exclusive courses, community help, premium integrations support, and a client workflow map.

$999 when purchased with the Annual Service Plan,
$1,499 as a standalone product.

Guarantee Ongoing Value From Karbon

The Tech Annual Service Plan enables accounting firms to improve their client experience and scale their practice effectively by utilizing the latest technology trends.

Your plan includes

  • Semi-annual meetings with an expert consultant
  • A personalized client experience workflow map and semi-annual iteration meetings
  • Access to an exclusive, technology-focused area of Karbon Community
  • Access to exclusive Karbon technology-focused courses
  • Zapier support provided by experts through Karbon Community
  • General support for API-related questions provided by experts through Karbon Community
  • Hands-on integrations support for Karbon’s partners (excluding QuickBooks Time)
  • First access to API integrations
  • Priority access to Karbon beta features and new releases
  • Ongoing support and maintenance for any integration products purchased

The Tech Annual Service Plan is subject to the Karbon Terms of Use, non-refundable, and will auto-renew annually on the subscription date. Additional one time $1,499 setup fee includes the initial workflow creation process and setup of native integrations, with the exception of QuickBooks Time.

Learn From our Team of Expert Advisors


Tech-forward Community

“We are here to partner with you and help you achieve your firm's goals.”

Andi Ancheta



“Efficiency is the lifeblood of an accounting firm and helps you run your firm like a well-oiled machine.”

Paul McCarthy


Workflow Optimization

“Discovering new ways to increase efficiency can impact every aspect of your business.”

Lexie Ellson

“The opportunity to customize for our business, ask questions, and seek clarification was a key factor in our team embracing and confidently using Karbon. Karbon is now an important tool within our business.”

Fiona Crawford, We Are Lumen

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

Full-Service Onboarding

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

Learn more


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

Learn more

Get the Best Package Tailored for your Firm