Index

Workflow Management

Below are recommended videos and support articles relating to workflow management in Karbon.

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Reporting & Insights

Below are recommended videos and support articles relating to Karbon reporting & insights.

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Best practice tip: Using your sorting and filtering options, create and save as many reports as you might find useful. You'll find that you'll soon come back regularly to a handful of saved reports. You can then delete the reports that aren't relevant anymore.

Productivity

Below are recommended videos and support articles relating to productivity in using Karbon.

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Data Management

Below are recommended videos and support articles relating to data management in Karbon.

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Client collaboration

Below are recommended videos and support articles relating to client collaboration in Karbon.

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Best practice tip: Tired of going back and forth to schedule client meetings? Insert calendar links, video meeting links, and other details in your client tasks within in your workflow.

Contact Management

Below are recommended videos and support articles pertaining to contact management in Karbon.

Contact management videos:

Contact management support articles:

  • 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

Team Management

Below are recommended videos and support articles relating to team management in Karbon.

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Capacity Planning

Below are other recommended videos and support articles relating to capacity planning in Karbon.

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Client Acquisition

Below are recommended videos and support articles relating to client acquisition in Karbon.

Client acquisition videos:

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