Case Study: Tabworks achieves 80% faster onboarding and 5-day client delivery with Karbon

How Tabworks started delivering work to new clients within 5 business days

Tabworks, a Stratford-based bookkeeping, payroll and consulting firm (11–20 employees), was struggling to keep up with rapid growth: tasks were slipping through the cracks, deadlines were missed, staff were overloaded and Tabatha Morrison felt trapped in “email jail.” To solve this, Tabworks implemented Karbon — notably using Karbon’s Triage, workflows and automation features — to bring structure and visibility to client and team communication.

Karbon’s task-based client workflows, automations and preset staff onboarding templates let Tabworks pre-vet leads, centralize communication and train new hires efficiently. The result: client onboarding time fell by 80% (now delivering work within 5 business days), the client base grew 20% with only a 4% staff increase, the firm onboarded multiple new staff at once for the first time, and Tabworks eliminated its “email jail” while gaining full visibility into team work — all made possible by Karbon.

Tabworks

Tabatha Morrison

Tabworks