Karbon

Get in on this encore session 🔥 Due to an overwhelming response, the 2024 Karbon Review & 2025 Roadmap Preview webinar will have a replay on Nov 18, 1pm PDT | Nov 19, 8am AEDT. Register to learn what's coming in 2025 and get your questions answered live by Karbon Product Managers 👋 https://lnkd.in/gJxN44uw Can't attend? Sign up anyway! All registrants will receive a copy of the recording afterwards 🙌

This is your sign to take control of your time 🚨 Stop overwhelming yourself with a calendar that controls you and start using Strategic Calendar Work Blocking© (SCWB)! Join Thriveal Jason M. Blumer, CPA and Karbon’s Ian Vacin in this upcoming webinar https://lnkd.in/gQ4-hNrd 🤝 Learn how to utilize SCWB to protect your time and how you can (and should) start this November ⭐️

It's been a busy season for events, but of course the Karbon team isn't missing out on PADGETT® FOCUS 2024 Tax Seminar on November 18-21 in Atlanta, Georgia 🤩 It's going to be an impactful few days as we connect with franchise owners and staff, to see how Karbon can support you in managing a more efficient and streamlined team, so you can continue to look after your clients well. We look forward to seeing everyone there! 👋 #Focus2024 #PadgettTaxSeminar #Events

Anchor is now integrated with Karbon to make managing client work a whole lot smoother 🤝 With this integration, you can simplify your workflow by automating the process from proposal to payment: ❇️ Auto-create new contacts and work items when a proposal is approved ❇️ Assign tasks instantly to your team, so they can hit the ground running ❇️ Maximize profitability with Anchor’s proposal tool that includes dynamic pricing and revenue protection Save time, reduce admin, and increase profitability—effortlessly. See how it works 🔍 https://lnkd.in/gG8BnjZR

When passion meets purpose, great things happen 🚀 It was an incredible time at Winding River Consulting's Winning Ways, filled with insights on leadership, collaboration, and the power of technology in driving firm growth. Karbon CEO Mary Delaney was there to bring her vision and leadership to every conversation, joined by our customers Tim Petrey, CPA, CGMA and M. Megan Roberts from HD Growth Partners, whose growth journey has been nothing short of inspiring. Hear their story https://lnkd.in/eUptfPXC ⚡️ Check out those custom Nike kicks from HD Growth Partners—perfect way to step boldly into the future together 🤝 Thank you to Winning Ways and Winding River Consulting for the opportunity to learn, inspire, and innovate together, and to Tim and Megan of HD Growth Partners for sharing their story with the community 🌱 💫 #LifeAtKarbon #WinningWays2024 #WinningWays #accounting #innovation

Imagine all of your client documents in one place, instantly accessible—it's possible with Karbon! 😉 Join Partnerships Manager Sam Utesch in this #KarbonWebinar to see how you can improve your document management with Karbon. Learn how to: ✅ Connect your DMS to Karbon, using Dropbox as an example ✅ Automate your file organization and backups ✅ Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS It only takes 30 minutes to learn how to foolproof your file management strategy ⌚️ Register now https://lnkd.in/gXmiF97U 🔏

The team wrapped up Accountex Canada with all smiles 🙌 What a great chance to connect with so many accounting professionals and teams, see some familiar faces, and have exciting conversations. Thank you for having us this year! 🎉 #LifeAtKarbon #events #accountexcanada2024 #accountex

What is your accounting firm's goal for 2025, and how can Karbon help you get there? Karbon has been transforming the way firms operate, and now you can learn what's coming next ⏭️ Join this upcoming #KarbonWebinar to get updates on previous releases, recap on Karbon's top 10 features from 2024, and learn about the biggest innovations coming in 2025. Register now and tag a connection who needs to see this too! 🙌 https://lnkd.in/gMC38iJb

Ready to take back some time to focus on work that matters? This week's #KarbonUpdate is filled with enhancements that will improve your team's efficiency and client service. 🗂️ Bulk create work for 100 contacts 📆 Set custom due dates for repeat work 🦾 Automate proposal-to-payment with Anchor 🏦 Connect Karbon Billing and Payments with QBOA (beta) for Australia and the US Learn more about these updates in the Release Note 🌟 https://lnkd.in/g2_FPyjJ

Open your calendar... Does your schedule leave you with no time to do actual work? 🚧 It's time to change that. Join Jason M. Blumer, CPA and Ian Vacin in this #KarbonWebinar that covers the Strategic Calendar Work Blocking© (SCWB) model for managing capacity, and improve your approach to controlling your schedule. ⏳ Protect your time from interruptions ⏳ Visualize your capacity better ⏳ Make more informed pricing decisions This session is your gateway to mastering capacity 👉 https://lnkd.in/gQ4-hNrd