Karbon

Karbon is a collaborative practice management platform for accounting firms. It brings your team together into one place to manage your entire accounting practice, so everything you do is connected and organized.

Karbon includes features to streamline client management, centralize knowledge and improve business analytics. You can track client relationships, automate routine tasks and manage projects. Karbon also enables team collaboration through shared email, tasks and workspaces, so remote and in-office team members can work together more effectively.

Some of the key features of Karbon include:

• Client Management: Manage client relationships and provide service delivery.
• Centralized Knowledge: Know the status of every job across your firm.
• Business Analytics: Get insights to inform firm decisions and optimize operations.
• Workflow Automation: Automate routine tasks and focus on high-value work.
• Project Management: Align everyone to the same goals.
• Team Collaboration: Collaborate on email, tasks, clients and work.
• Email Management: Manage email within your workflow.
• Document Management: Share, save and organize files.
• Calendar Integration: Schedule your time better with Google or Outlook calendar connections.
• Client Portal: Engage with clients securely.
• Billing & Payments: Consolidate workflows for billing and payment processes.
• AI & GPT Integration: Automate tasks using secure AI and GPT technology.

Karbon is designed to save time and increase productivity. In the results of their 2022 Firm Usage Survey, users reported an average of 16.5 hours saved per week, with notable decreases in time spent on activities like chasing clients, managing work and reading emails.

The platform integrates with a wide range of apps, including Zapier, Xero and QuickBooks Online, so you can automate data transfer and common workflows. Karbon also provides premium training and support to ensure a seamless onboarding process and to get the most value out of the platform.

Karbon is suitable for accounting firms of all sizes, providing a comprehensive solution to manage multiple aspects of practice operations. Its intuitive interface and powerful features make it an excellent choice for firms looking to increase productivity, collaboration and control.

Published on July 2, 2024