Many workers across the globe are working from home for the foreseeable future. For you and your accounting firm, this probably changes how you interact with clients. No longer can they come into the office to provide you with documents and getting them on the phone is challenging.
In this video, you’ll discover how Karbon makes working with your clients—contact-free—easy. Joe will demonstrate how you can bring your clients into your workflow, schedule tasks for them, set auto-reminders, and automatically organize all their most important details and communication to share across your remote team.
1. 1. Background to Nephos
2. 2. Getting clients to buy into tech
3. 3. Practice management systems - finding Karbon
4. 4. Implementing Karbon
5. 5. Apps that provide great support
6. 6. Challenges & mistakes of rolling out Karbon
8. 8. Karbon overview by Nephos
9. 9. Team communications in Karbon
10. 10. Work templates
12. 12. Karbon demo cont.
Joe David, Founder, MYNA & Nephos Accountants
Joe David is the founder of MYNA, a cryptocurrency accountancy firm. A self-confessed technology geek, Joe has been a key player in driving the use of technology in the accountancy industry over the last few years through his other practice, Nephos.
Miranda Kendall, Managing Director, Karbon
With more than 18 years as a leader working in SaaS, Miranda has a gift for building and scaling businesses that are entering new markets and achieving results that impact. In her last role before Karbon, she started with a blank canvas and left the company performing £6M Annual Recurring Revenue. She is passionate about helping accounting firm improve their operations using efficient, scalable and automated processes, and improving their productivity and profitability.
Dan Cockerton, Founder, digitalaccountancy.com
Dan Cockerton is the founder of digitalaccountancy.com, a content, community and learning platform for digital accountants. Dan has worked with over 1,000 accountancy practices across a 12 year period and is on a mission to give accountants the information, connections and tools to thrive in a digital world.