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