Advanced training

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

Lachlan Macindoe avatar Ian Vacin avatar Andi Ancheta avatar +2
41 articles in this collection
Written by Lachlan Macindoe, Ian Vacin, Andi Ancheta and 2 others
Best practice videos

Best practices for Triage

Discover some best practices for using Triage to deal with your email more efficiently and ensure that nothing slips through the cracks.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Best practices for To-do

Learn some advanced task-management tips for To-do, to efficiently manage what you are working on today, and plan what's coming up next.
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Written by Andi Ancheta
Updated over a week ago

Best practices for managing internal work (6 mins)

Find out how you can use Work and Kanban in Karbon to manage all of the work going on throughout your practice.
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Written by Andi Ancheta
Updated over a week ago

Templates, checklists & scheduling work

Learn about templates, work types, custom statuses to standardize your firm.
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Written by Andi Ancheta
Updated over a week ago

Best practices for Automation

Save time and work more efficiently by learning best practices for Automators.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Best practices for managing your day in Karbon (41 mins)

Best practices in Karbon with email, To-do, and Work that will ensure you get through your tasks in the quickest time.
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Written by Erin Jamison
Updated over a week ago

Feature Videos

Get a better understanding of our feature set through these quick videos.
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Written by Andi Ancheta
Updated over a week ago

Advanced Karbon workflows with templates and client tasks

Personalize Karbon's Templates to ensure a consistent approach to workflow management, and advanced techniques with Client tasks.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago
Advanced concepts

Advanced concept: Workflow management

Review recommended videos and support articles to increase your expertise in managing workflow in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Reporting & insights

Review recommended videos and support articles to increase your expertise in reporting and insights in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Productivity

Review recommended productivity specific videos and support articles.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Data management

Review recommended videos and support articles to better manage data in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client collaboration

Review recommended videos and support articles to save time with client collaboration features in Karbon
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Contact management

Review recommended videos and support articles to better manage contacts in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Team management

Review recommended videos and support articles to better manage teams in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Capacity planning

Review recommended videos and support articles to increase your expertise in capacity planning in Karbon.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client acquisition

Review recommended videos and support articles to increase your expertise in capacity planning in Karbon.
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Written by Andi Ancheta
Updated over a week ago
General

Keyboard shortcuts in Karbon

You can quickly create a new Contact, Email, Note or Work, or open Global Search with a keyboard shortcut.
Andi Ancheta avatar
Written by Andi Ancheta
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.
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Written by Andi Ancheta
Updated over a week ago

Managing Leads in Karbon

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.
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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.
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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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Effectively managing your day or week in To-do and Work

A suggested daily routine to manage your tasks and workflow over the course of your working week.
Andi Ancheta avatar
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)
Andi Ancheta avatar
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.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago