Karbon

What is Karbon?

Karbon is a comprehensive practice management platform designed to streamline workflows, enhance collaboration, and optimize efficiency for accounting firms. Combining email, discussions, tasks, and powerful workflows, Karbon aligns team members within a single, centralized hub, enabling them to communicate, coordinate, and deliver exceptional client work seamlessly, regardless of their location

Highlights

• Collaborative Platform: Karbon brings together your team, clients, systems, and data in one place, improving visibility, efficiency, and connectivity
• Workflow Automation: Karbon automates client requests and reminders, ensuring that processes are standardized and quality is maintained as your team evolves and grows
• Recurring Work Scheduling: Karbon allows you to set recurring work to repeat on automatic schedules, ensuring that no future client job is missed, no matter how far ahead it is planned.