Karbon Workflow Training
Download your free Karbon Workflow Training template to personalize and use in your bookkeeping or accounting firm.
This training template is designed to give you a greater understanding of how you can use Karbon to maximize your workflows.
It guides you through:
- Creating and using templates to automate and customize your workflows
- Streamlining your client communication with Client Tasks
- The basics of using the repeat work scheduler to optimize your SOPs
This training is ideally a follow-up from the Karbon Champion Training and will take a full 60-minutes.
To learn how to use this template in action, watch this short video
Download the Template
Download your Karbon Workflow 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