Karbon

2024 reshaped accounting with new technologies, big moves in private equity, and evolving talent challenges. What lessons stood out? Join industry experts ❤️🖤💚Nayo Carter-Gray, EA MBA (1st Step Accounting), Natalie Lennon (Two Sides™ Accounting), Vimal B. (vbCPA - Accounting & Tax), and Meryl Johnston (Bean Ninjas), as they unpack accounting's biggest wins, strategies, and predictions, to help you prepare for 2025. Register for this insightful webinar at https://lnkd.in/gHwKiHSA. #2024 #yearinreview #accounting #leaders #experts #accountingexperts #accountinginsights #webinar

Are you ready to shape the future of AI in accounting? After the impactful results of the first State of AI in Accounting report, we want to know how much has changed in how AI is functioning in the accounting industry. Whether you’re all about AI or just curious, we want to hear your perspective. Take the State of AI in Accounting survey and help inform this year’s report. ❓ How has the accounting industry’s view on AI evolved over the past year? ❓ How are firms currently integrating AI tools, strategies, and policies? ❓ How do your thoughts compare to your peers? Lend your voice. Take the survey today and gain first access to the report when it’s released https://lnkd.in/gwEfJt6C 📊

How can the right leader effectively guide change? 🌟 Lead with a clear vision of the firm's future 🤝 Enforce and exemplify strong and effective communication 🎉 Confidently empower team members Once you find the right leader, one with an 'ownership mindset', you'll have a leader who will effectively navigate this change with your team with a long-term vision in mind. Discover how the power of a leader with an ownership mindset 👉 https://lnkd.in/g_GGtCsv

How much time do you spend on KYC and AML checks? ✂️ Cut down that time with IdentityCheck by StackGo, now integrated with Karbon. With this integration, you'll benefit from: ✅ Effortless ID check request ✅ Customizable client communication ✅ Streamlined biometric verification ✅ Instant verification and AML screening ✅ Automated compliance reporting Learn more about this integration https://lnkd.in/guEXR32g 🔗

Streamline workflow management and client relationships with feature enhancements in this #KarbonUpdate. 🗂️ Get organized with Contact Segments: Create dynamic, custom views of your contacts and focus on what matters most. 📧 Work smarter with Karbon AI: Save time with AI-generated email replies and smart colleague assignment suggestions. 🧾 Simplify billing: Smarter invoicing automatically includes new time and expenses and uses clearer labels like “open” and “close.” 🌎 Sync billing seamlessly with QBOA: Now in beta for Canada and the UK, as well as the US and Australia. 🔁 Streamline KYC and AML compliance: Automate client verifications with the new IdentityCheck integration from StackGo. Learn more about each update in this Release Note 👉 https://lnkd.in/g_mAN3y3

Ever wondered how you can better streamline your time? 〰️ Find out how you can make your calendar work for you with Strategic Calendar Work Blocking. Hear from Jason M. Blumer, CPA and Ian Vacin as they cover: ✅ The mechanics of Strategic Calendar Work Blocking ✅ Why planning must start in November ✅ How to implement Strategic Calendar Work Blocking ✅ The arguments against calendar blocking This is a session you shouldn’t miss ❗️ https://lnkd.in/gQ4-hNrd

Planning to take a little break over the holidays? Make sure your business is set up for success with these tips from TeamUp Founder, Isaac Smith ➡️ https://lnkd.in/gcWwyFze

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