How to Easily Document Your Processes

Jun 9, 2021 | News

Karbon is a workflow management platform for accounting firms that provides a single place for communication and work collaboration. We were really excited to have Karbon on the show to discuss how to easily document processes so that workflows can be streamlined, implemented, and modified with ease. 

One of the best ways to document your processes is to utilize process mapping tools like Lucidchart or Visio. This allows you to visualize the flow of operations and fill in the gaps when necessary. 

mapping processes


It’s true…documenting your firm’s processes can be time-consuming. But…not documenting your firm’s processes will cost you even more time and resources in the long run. Nailing down the who, what, when, where, and how details of your workflow is crucial and will help to improve business performance and operational agility. With Karbon’s library of over 200+ workflow templates, you’ll be well on your way to creating structure and consistency for your firm. 

We always have a great time chatting with Ian Vacin, Co-Founder and Chief Customer Officer at Karbon, so it was a pleasure to have him on the ‘Appy Hour again. Ian walked us through Karbon’s template library and taught us how to create templates for use in our own firms. There are templates for administrative work, bookkeeping, payroll, and much more! Check out their library to see if there’s a workflow you can utilize in your own firm!


To learn more about drink recipes and show details follow us on our Facebook page or check out our website

Register for The ‘Appy Hour by clicking here.

To learn more about the show sponsor, follow the link to: Karbon

Click here to view The Appy Hour with Karbon episode.