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Karbon Self-Onboarding Guide

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

A preview of the 'Karbon Self-Onboarding Guide' templateKarbon 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 weekCompleted1. Add Client Data5 AutomatorsUnderstand how client communication is stored in Karbon - https://help.karbonhq.com/en/articles/2010392-sharing-clienCompletedImport your client list - https://help.karbonhq.com/en/articles/7021103-import-your-client-listCompleted2. Create Client Work7 Automators

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