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Karbon Best Practices Training

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Download your free Karbon Best Practices Training template to personalize and use in your bookkeeping or accounting firm.

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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