Advanced Karbon workflows with templates and client tasks

In this video, Wayne Schmidt (Accounting Practice Advisor) and Pax Zwanikken (VP Design) are joined by Karbon power user Beau Gaudron (Growthwise).

They demonstrate how you can use Karbon's Templates to ensure a consistent approach to workflow management, and advanced techniques with Client tasks that will bring your clients into your workflow and automate your client collaboration process.


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