Click, sync, execute

Teams are losing 60% of their working time to admin – updating contracts, writing up summaries, and yes, trying to find documents. Put your Karbon to use and make it your single source of truth – through SuiteFiles document management.

Join us to learn how the SuiteFiles + Karbon integration auto-syncs client folders, documents, and signatures into your practice manager. Stop wasting time finding documents and start executing on them.

You’ll learn how to: 

• Create, upload, and organize files directly within Karbon. 
• Manage all your files and documents effortlessly while linking work items to SuiteFiles folders. 
• Work on files with your team in SuiteFiles, Karbon, or Microsoft apps while keeping everyone updated and aligned. 
• Sync folders automatically between SuiteFiles and Karbon WorkStream.