Advanced training

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

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14 articles in this collection
Written by Lachlan Macindoe, Ian Vacin, Andi Ancheta and 2 others

Masterclass training

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

Written by Andi Ancheta
Updated over a week ago

Advanced concepts

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

Written by Andi Ancheta
Updated over a week ago

Videos

Best practice Videos

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

Written by Andi Ancheta
Updated over a week ago

Advanced training videos

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

Written by Ian Vacin
Updated over a week ago

Advanced Workflow Videos

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

Written by Lachlan Macindoe
Updated over a week ago

Theory videos

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

Written by Ian Vacin
Updated over a week ago

Right-for-Me training

Right-for-Me education: Choose your path

Karbon offers a collection of specific right-for-me education modules to support various job roles or key areas of interest.

Written by Advisory Solutions
Updated over a week ago

General

Managing emails

Learn the best practices for managing your emails in Karbon

Written by Erin Jamison
Updated over a week ago

Checking on items you have assigned to other team members

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

Written by Andi Ancheta
Updated over a week ago

Managing Leads in Karbon

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

Written by Andi Ancheta
Updated over a week ago

Managing Prospects in Karbon

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

Written by Andi Ancheta
Updated over a week ago

What is the Kanban method?

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

Written by Andi Ancheta
Updated over a week ago

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

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

Written by Andi Ancheta
Updated over a week ago

Tips for using Karbon to manage your tax workflow

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.

Written by Erin Jamison
Updated over a week ago