Advice and answers from the Karbon Team

Getting started

If you're at the start of your Karbon journey, learn the basics of managing your email, work, clients, and to-do items with these quick Karbon videos.

Import your data

Karbon works best with your data in it. Learn how to migrate your contact, process and work data into Karbon.

Advanced training

Become a Karbon champion with these best practice training videos and best practices articles based on what other Karbon customers are doing.

Triage

Your inbox, reinvented. Learn how to action your emails, achieve #triagezero fast and get on top of your workday.

My Week

With My Week you can easily plan your work for the week and get an overview of your priorities and what needs your immediate attention.

To-do

See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.

Work

A collaborative space to work together—learn how to create new work, have visibility of what your team is working on, and for what clients.

Workflow & Automation

Learn the ins & outs of setting up and automating your workflow.

Tasks

All answers to help you efficiently manage, assign and copy a list of tasks pertinent to a piece of work.

Client Requests

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Contacts

Your CRM area of Karbon. Manage all your practice contacts, whether they are clients, entities and/or their relationships.

Insights

Karbon Insights helps you keep a finger on the pulse of everything going on throughout your company.

Time & Budgets

Manage time and budgets so your team can estimate work and track time right where the work happens.

Billing

Settings

Learn how to set up your personal and practice settings.

Connected Apps and Integrations

Learn more about how Karbon integrates with third-party apps and systems to share data and automate your workflows.

Privacy

Control the visibility that Karbon provides throughout your firm.

Practice Intelligence

Gain valuable insights and make informed decisions by analyzing trends, assessing performance, productivity, and more. Identify strengths, weaknesses, and effectively steer your firm towards success.

General topics & navigation

Find out how to best navigate in Karbon and get answers that cover elements across all sections of Karbon.

Karbon AI

Enhance the efficiency of your collaborative practice management by seamlessly integrating secure AI and GPT technology.