Workflow Management

Reporting & Insights

Productivity

Data Management

Client collaboration

Contact Management

Team Management

Capacity Planning

Client Acquisition

Watch and learn the details of job roles (2 mins), work types (1 min) and work templates (1 min)

Watch to learn how to best manage your workflow in Karbon using templates, checklists and schedules (20 min)

Review and create job roles for your work templates to simplify the creation of work

Use work types to filter work or workflow statuses to track work progression

Using work types with work templates

Customize workflow statuses for work types. Go to "Best practice tip" at the bottom of the article

Watch & learn how to use work filters and saved views (4 mins)

Watch & learn how to track team and client efficiency using Insights

Sort your Kanban board and use filters to show work items of interest

Create a saved view of work for your VIP clients, work due this week (including overdue work) by assignee, or all work in a particular status like "Waiting or Waiting for Client" by adding filters

Create a custom Excel report using your Work data

Review your company's Insights and toggle between open, completed and overdue work for your colleagues

Watch & learn how to best manage your day in Karbon (41 mins)

Watch & learn best practices for Triage (15 mins)

Watch & learn best practices for My Week (1 min)

When tasks are outlined in an email, a pdf, word doc, google sheet, etc., copy and paste the text right into your work to ensure nothing falls through the cracks. Copy and paste is also available for work templates

Take advantage of Karbon's keyboard shortcuts to move faster within Karbon.

Ending / deleting / removing a schedule

Modifying work vs. Modifying scheduled work

How to handle inactive clients

Quickly bulk move items in My Week or to arrange or reorder tasks within work or drag and drop files from your desktop to the body of an email in Karbon

Learn handy tips for printing or forwarding emails

Following up on assigned emails & notes

Resetting tasks to the previous work item or to the template

If you have an email that relates to a work item(s), add and track the conversation one or more work timelines

Bulk update tasks within a work item

Watch & learn how to manage contacts and their privacy settings (6 mins)

Learn how to manage user permissions in Karbon

Make a specific conversation with a contact private

Change the user permission(s) for a colleague

With Karbon's contact privacy levels, make a specific contact private or hidden to the rest of the team

Grant access to a private (or hidden) contact or remove access

Grant access to a private (or hidden) work item to a colleague

Export client or export work data out of Karbon

Watch & learn how utilizing Karbon's client tasks can save you time by automating the client chase

Get up to speed quickly on client tasks with this quick and easy Setup guide

Watch & learn how to manage clients effectively with Karbon (37 min)

Always be documenting. When a client calls, immediately find the client, document the conversation and alert your colleagues if necessary

Let the collaboration begin! Introduce your clients to Karbon client tasks by utilizing this canned email and editing to suit your company's voice. Feel free to leverage our FAQs for clients

Automate the client chase. Use client tasks to get info & documents from a client, use comments to collaborate and get notified when your client takes action

Have Karbon (and client tasks) nudge your clients along. Customize the frequency of your client task reminders

If work is on a schedule, determine if you want to manually send the client tasks week to week, month to month, etc. or if you want to automatically send using the work schedule. Learn more here

Watch & learn how to manage contacts and their privacy settings (6 mins)

Beyond basic contact details, learn how to store additional rich contact information using Accounting Details

Contacts a mess? Missing key data? Chat to our support team from the main menu (Help & Feedback > Still can't find what you need?) and ask for a download of your client list along with a list of key details you'd like to update

When a new contact comes in Triage, be sure to add that contact to Karbon. If you use Karbon's Client tasks, don't forget to include the Preferred name

Need to add a new contacts in bulk? Send a request through Help & Feedback for Karbon's assistance or email support@karbonhq.com

Make it easy to find a contact. Use contact types to organize your contacts into logical groupings and to filter work using these types

Complex relationships for tax and trusts? Use Client groups to associate like contacts together

Need to use your contacts in bulk for things like email marketing? Use the contact export to get the list and organize leveraging certain fields in Karbon

Watch & learn the theory and best practices on ownership (3 min) and roles & responsibilities (6 mins)

Watch & learn techniques to work better together as a team (43 min)

Create a team to allow you to view work by a team (ideal for managers and partners)

Create a saved view for a specific team (or work group). Just add a filter for Assignee or sort your Kanban board by Assignee

Need to see how work is progressing at a glance? Use several combinations of filters like due dates, assignee, work types, etc. to hone in on client & internal work

Maintain visibility on both the client & the client's work. Smartly use the client owner, client manager and work assignee in Karbon to keep a finger on what is happening

Make work less work. Use work types and work statuses to help you filter work and narrow down on your team's activities

Team member on vacation or sick? Use the kanban board for work to easily move the work to someone else to manage

Ensure your processes are always improving. Update existing templates to capture the new learned variations gathered from existing processes. Then revert work back to the template to have the latest process in motion. Reach out if you need help to bulk re-apply your updated work templates

Watch & learn how to manage capacity, track budgets vs. actual, and improve efficiency (45 mins)

Get an overview of time and budgets on work (63 mins) to help in making better-informed decisions

Get a handle on the time your team spends on work. Learn how with estimated time on a work item

Compare actual vs. budgeted time using QuickBooks Time

Understand the value of what your team plans to do. Use budgeted values on a work item to assist with planning

Use time estimates and budget values to work templates so these figures will be added automatically to work created off the template. You can always adjust these values once the work has been created for your client

Need to track actual time spent? Integrate Karbon with QuickBooks Time to get the best of time and work together

Review time estimates and budgeted numbers together to determine if work is on track and on budget

Feeling the crunch of work and/or need to manage your bottlenecks? View how work is moving through the firm and balance the load using the Kanban board, filtering by work types, by due dates and sorting your kanban board by status

Watch & learn the best practice to providing your prospects the red carpet treatment to become a client (81 mins)

Watch & learn the best practices of client onboarding (48 mins)

Watch & learn how to integrate Karbon with GoProposal (2 mins) or Practice Ignition to go from proposal to engagement to work (50 mins)

Managing Prospects

GoProposal Integration setup guide

Practice Ignition setup guide