Karbon

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

Andi Ancheta

Erin Jamison

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