Karbon

Once you're familiar with the fundamentals, learn about our more advanced features and little unknown tips and tricks.

Masterclass training

Review recommended videos and support articles to increase your expertise in managing different areas of Karbon.

Advanced concepts

Andi Ancheta

Lachlan Macindoe

Ian Vacin

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

Advanced training

Discover some of our best practices videos for using different areas of Karbon, such as Triage, work, templates and automation.

Best practice Videos

Dive deeper into some more advanced training videos and learn about workflows, firm and client management, and team collaboration.

Advanced training videos

Explores advanced workflow videos and learn best practices that will empower your team to boost their efficiency and output.

Advanced Workflow Videos

Take a deep dive into the theory behind Karbon's features with these videos.

Theory videos

Videos

Learn the best practices for managing your emails in Karbon

Managing emails

Step by step directions to check in and follow up on notes and emails that you've assigned.

Checking on items you have assigned to other team members

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.

Managing Leads in Karbon

A prospect is a potential client that you have a relatively high chance of converting into a client.

Managing Prospects in Karbon

Kanban is a style of workflow management. It provides a flexible approach to optimize workflows by visualizing all work on a single canvas.

What is the Kanban method?

How to deal with a colleagues email and work when they are out on various leaves (vacation, annual leave, disability, child-bonding leave)

How to manage colleagues on vacation, annual leave, or long-term leave

How to manage your tax production system to pull in work when ready while ensuring all work is accounted for at the beginning of tax season.

Tips for using Karbon to manage your tax workflow

Managing your firm's PTO (Paid Time Off) within Karbon helps with accurate capacity planning and KPI tracking.

How to Track PTO in Karbon for Effective Capacity Planning

Erin Jamison

General

Articles

Events

Company

Contact

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you