AnswersFind helpful answers to keep your day moving along.

Getting started

Familiarize yourself and learn some simple tips and tricks to get started and make the most out of Karbon.

Triage

Your inbox, reinvented. Learn how to action your emails, achieve #triagezero fast and get on top of your workday.

To-do

See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.

Work

A group of tasks brought together into a collaborative space to work together; learn how to create new work, have visibility of what your team is working on, and for what clients.

Contacts

Manage all your practice contacts, whether they are clients, their entities and/ or their relationships.

Tasks

All answers to help you efficiently manage, assign and copy a list of tasks pertinent to a piece of work.

Client Tasks

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Settings

Learn how to set up your personal and practice settings.

General topics

Questions and answers that cover elements across all sections of Karbon.

Karbon Academy

Frequently asked questions about Karbon Academy’s online courses.

Karbon news

Notifications regarding new feature releases and outages.

Best practices

Become a Karbon champion following best practices and benchmarking what other accounting firms are doing.

Can’t find an answer?

One-on-one help is available.