Karbon

Karbon is a work management platform for accounting firms and professional services companies. The company provides a truly collaborative platform to manage workflows, communicate with teams, and delivers outstanding finished work to clients.

By combining email, chat, tasks, and powerful workflows, Karbon aligns your team with a centralized platform to communicate and collaborate, increasing employees’ ability to deliver results in a timely manner and not to miss deadlines.

Karbon offers free group onboarding sessions and they will lear you how to optimize your account and give you tips for getting started. There are two modules fundamental training and account optimization & template building.

Also, you can transit to Karbon in an easy 6-step plan. The steps are kick-off, data import, fundamental training & account optimization, client work creation, personalized advanced team training, and post-implementation review.

Full-service implementation by Karbon includes data migration, data review, personalized team training, setup optimization, and a 7-step implementation plan. The plan consists of kick-off, champion training, contact import & system setup, process building, work import, team training, and advanced training.

As additional add-ons, you can get a dedicated account manager (ongoing support, quarterly business reviews, dedicated custom success manager), annual service plan (quarterly business reviews, data updates, first access to features), in-app support (live chat with experts, best practice advice, 24/7 support), team training (basic advanced training, up to 12 members, workflow & reporting).