Karbon Best Practices Training
Download your free Karbon Best Practices Training template to personalize and use in your bookkeeping or accounting firm.
This template demonstrates best practices when using Karbon, so you can make the most out of the app.
In this 60-minute training session, you will cover best practices for:
- Adding and associating contacts
- Eliminating noise in your Triage
- Editing work schedules to suit your timelines
- Client Task tips and tricks
- The Karbon mobile app
- Using Karbon keyboard shortcuts
- Document management in Karbon
This training is a follow-up from the Karbon Team Training.
To learn how to use this template in action, watch this video.
Download the Template
Download your Karbon Best Practices Training 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