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Guide to AI in Accounting
Unite your accounting firm.
The collaborative practice management platform for accounting firms. Karbon aligns your team with a single place to do your best work.
Your team, clients, work, data.
Together in one place.
to be introduced to Karbon in two minutes.
Manage Your Entire Accounting Practice
A single app for many solutions. Drive the success of your firm and the prosperity of your clients more effectively than ever.
Client Management
Track your firm’s relationship with every client and deliver the service you promise.
Centralized Knowledge
Know where every job stands across your entire team with a single source of truth.
Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Project Management
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
Document Management
Effortlessly share, save and organize your files right from Karbon.
Calendar Integration
Connect your Google or Outlook calendar to Karbon to plan your time better and get more done.
Client Portal
Engage with your clients, share sensitive information and communicate with ease.
Billing & Payments
Bring your workflows together and remove the manual steps of reconciling time, billing and work.
Secure AI & GPT
Automate tasks and work faster with AI and GPT securely integrated into your workflow.
Experience the Karbon effect.
On average, Karbon saves every employee 18.5 hours each week.
Findings obtained through Karbon’s 2024 Firm Usage Survey, with responses representing 15% of Karbon’s total customer base.
3 hours
Saved chasing clients
3.7 hours
Saved managing and completing work and tasks
3 hours
Saved reading, actioning and searching for email
3.9 hours
Saved with more efficient team collaboration
2 hours
Saved organizing and accessing documents
2.9 hours
Saved with automating and AI
3 of 4
Say Karbon helps them meet deadlines
2 of 3
Say Karbon directly contributes to their firm's growth
Automation & Efficiency
Enabled us to be more efficient, productive and profitable.
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
How Karbon saves each employee 18.5 hours a weekCollaboration & Connectivity
The perfect program for team collaboration and accountability.
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
How Karbon connects your teamVisibility & Control
Finally in control of my practice.
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots. Nothing falls through the cracks.
How Karbon puts you in control
Get started with Karbon today.
Insight from Karbon Magazine
Karbon Magazine is a curated library of resources for modern businesses and their leaders, including articles, guides, videos, events, templates and ebooks.
