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Workflow Templates

Karbon Self-Onboarding Guide Template

Download your free Karbon Self-Onboarding Guide template to personalize and use in your bookkeeping or accounting firm.

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Systems Setup
A preview of the template showing sections of tasks to be completed. Some are already checked offKarbon Self-Onboarding GuideWelcome to Self-Onboarding2 AutomatorsPlease read this first - these onboarding tasks are designed to get you up and running on Karbon in under a weekCompletedZ1. Add Client Data3 AutomatorsUnderstand how client communication is stored in Karbon - https://help.karbonhq.com/en/articles/2010392-sharing-clien…CompletedXImport your client list - https://help.karbonhq.com/en/articles/7021103-import-your-client-listCompletedA2. Create Client Work2 Automators

About this template

This template is your ultimate self-onboarding guide to getting started with Karbon.

These onboarding tasks are designed to get you up and running on Karbon in under a week.

You will be guided through adding client data, creating client work, saving dashboards, and onboarding your team.

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How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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Alternatively, you can

Download Karbon Self-Onboarding Guide Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offKarbon Self-Onboarding GuideWelcome to Self-Onboarding2 AutomatorsPlease read this first - these onboarding tasks are designed to get you up and running on Karbon in under a weekCompletedV1. Add Client Data3 AutomatorsUnderstand how client communication is stored in Karbon - https://help.karbonhq.com/en/articles/2010392-sharing-clien…CompletedZImport your client list - https://help.karbonhq.com/en/articles/7021103-import-your-client-listCompletedN2. Create Client Work2 Automators

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by over 4,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Practice Management
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Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

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A work template dashboard in Karbon displaying a client onboarding checklist.