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New Client Acquisition icon

New Client Acquisition icon

New Client Acquisition

Ensure that every step is checked off when you gain a new client; signing papers, scheduling meetings, filing data, and more.

8 Global Templates

Onboarding a New Team Member icon

Onboarding a New Team Member icon

Onboarding a New Team Member

Streamline staff onboarding with this proven process by Two Roads, including systems, training, introductions, and reviews.

Prospect to Sale icon

Prospect to Sale icon

Prospect to Sale

Exceed the expectations of prospects and increase your chances of turning them into ongoing clients. This process does not require other systems.

Karbon Technology Prioritization icon

Karbon Technology Prioritization icon

Karbon Technology Prioritization

Evaluate the technology available to your accounting practice and clients to identify the best solutions.

Internal Workflows Audit and Discovery icon

Internal Workflows Audit and Discovery icon

Internal Workflows Audit and Discovery

Explore your firm’s current processes and identify the most valuable to standardize and document first.

Developing New Processes icon

Developing New Processes icon

Developing New Processes

Understand, re-imagine, build and implement a new process in your firm with this dedicated workflow.

Change Management icon

Change Management icon

Change Management

Manage change and major projects in your firm with this streamlined workflow.

Operating Mechanisms icon

Operating Mechanisms icon

Operating Mechanisms

Manage your firm's objectives and key results with this comprehensive and proven workflow.

Measuring Customer Satisfaction icon

Measuring Customer Satisfaction icon

Measuring Customer Satisfaction

Measure and manage your firm's customer satisfaction using NPS with this workflow.