Getting Started In Karbon (Champion) icon

Getting Started In Karbon (Champion)


Download your free Getting Started In Karbon (Champion Training) template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Getting Started In Karbon (Champion)' templateGetting Started In Karbon (Champion)Champion Training — What we'll cover:2 AutomatorsHigh Level overview of key areas of KarbonCompletedOverview of Triage — of Contacts — of Work — Work — of To-dos — To StartDue TodayOverview of Settings — To StartDue TodayWork templatesReady To StartDue Today

This template is designed to help any champion user get started with Karbon. It guides you through a 60-min training session covering the major areas of Karbon, plus a walk-through of key settings, contact imports and system setup.

This template is ideal if you are new to Karbon and will be playing a key role in the implementation of the system across your accounting or bookkeeping firm.

To learn how to use this template in action, watch this short video.

Download the Template

Download your Getting Started In Karbon (Champion) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling