Where to Start in Karbon?
Download your free Where to Start in Karbon? template to personalize and use in your bookkeeping or accounting firm.
This is Karbon's one week step-by-step tutorial to learn how to request, build, customize and get an expert review of your work templates.
- Learn how to leverage the best practice templates already provided in your account and/or request additional ones.
- Build your first customized work template to represent your process within Karbon (from scratch or from a pre-existing template).
- Get a free expert review of your first customized work template to give you confidence in building additional ones.
- Learn how to create work from work templates to populate your kanban work board within Karbon.
Download the Template
Download your Where to Start in Karbon? 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