Karbon

You can choose how your workflow statuses update using Automators.

Use automators

Find the template you need and tailor it to fit your firm's unique workflows or create your own template from scratch!

Create and customize Work Templates

Learn how to set up an automated extension workflow within your Karbon templates for efficient tax extension handling.

Set Up Your Extension Workflow in Karbon

Learn how to hide and reveal sections in your Karbon templates to create dynamic, clutter-free workflows that activate only when needed.

Set Up Conditional Workflows with Active/Inactive Sections

Set up and effectively use Karbon's FIFO Queues. Learn to enable, configure automators, add work, and manage queued items.

Set Up and Use FIFO Queues

Learn how to assign or change a Work Type for an existing Work Item, ensuring proper categorization and workflow application for your tasks.

Apply a Work Type to a Work Item

Set or modify Work Types on Work Templates, ensuring consistent workflow settings for new work created from templates.

Update Work Types on a Work Template

Erin Jamison

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