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Karbon training for accounting firms

Join the Workflow Templates Workshop

Learn how to quickly get started with Karbon Workflow Templates so you can begin assigning, tracking and collaborating on your work.


Explore the basics of workflow templates and account settings in this expert-led workshop.

You'll learn how to:

  • Access the Karbon Template Library and customize templates to meet your needs
  • Set up and manage client requests
  • The basics of automators and how to influence and automate your workflows
  • Customize your workflow settings
  • Get help and support if you need it


It was really the best onboarding, training and transition that we've been through. And we've been through several.

— Kylene Carse, BWCO CPAs

Additional Resources

Everything you need to empower yourself and your team to work smarter, more efficiently, and make the most of your technology.

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Karbon Academy

Visit Karbon Academy to explore a wide range of education material

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Karbon Magazine

Discover resources to power your firm on the road to Practice Excellence

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Karbon Community

Collaborate with a global community of accountants

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9 insights.
1 newsletter.
Each week.
For free.

Sign up for the Practice Excellence Weekly Newsletter to join 50,000 accounting pros and receive the best resources direct to your inbox.


Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

On average, Karbon saves every employee 16.5 hours each week.

3.2 hours

Saved chasing clients

3.9 hours

Saved managing and completing work and tasks

3.2 hours

Saved reading, actioning and searching for email

4.1 hours

Saved with more efficient team collaboration

2.1 hours

Saved automating low-value admin tasks

18% growth

In firm-wide productivity