BNA CPAs & Advisors, Acuity, HPC CPA, and other high-performing accounting firms around the world use Karbon. It’s big on workflow and collaboration, provides visibility across your entire firm, and unites your team with a single place to work together.
Our firm was looking to replace a few different task management and communication tools. In our search we came across Karbon and have been very pleased with the friendly support from their team but mostly their knowledge of our industry.
I manage an outsourced bookkeeping firm with a dozen or so remote bookkeepers. Karbon allows us to communicate with our clients, with each other and be able to hold our entire firm accountable to our outstanding monthly projects.
Karbon solved a huge issue for Growthwise, one central place for all our work, lodgement deadlines, checklists and to-do's. Karbon is the 1 system that everyone in the team opens every morning and is our go-to for all information about our clients as well as work that needs to be done. It’s also great for workflow and transparency, as communication is visible between all clients for all users, meaning no searching for that email sent to someone else. It has saved us countless hours of workflow control time and allowed us to process jobs even quicker.
Karbon is the answer to our team's dilemma of managing emails. We are now able to assign emails to the right person, and be able to create jobs/work/to-do lists in one single software package. In addition to that, it has been easier for us to track what each and everyone has been working on, which sort of helped us in capacity planning. What made Karbon more helpful for us is the Client Task functionality where we could send out email reminders/checklists to clients. Karbon is an amazing creation!
Our firm was looking for something that could help us easily manage our day-to-day activities easily. Karbon definitely has given us that capability! With its features growing more and more we find ourselves consistently integrating new and value adding practices. The support team at Karbon thoroughly listens and takes notes on what its users want and prioritizes and implements those things timely with lots of training and how-tos accessible.
Emails are the boss. Emails create work. So the ability to create tasks from email is brilliant ("triage"). We successfully implemented Karbon for use by our bookkeepers and our advisory staff. It's perfect for managing those micro-tasks that pop up with advisory / outsourced CFO roles.
It gives me a very visual view on what's going on with my team and the clients of our company. It is easy to assign a mail/task to a client and to a colleague.
More reviews on getapp.com and apps.intuit.com
Karbon’s powerful workflow features are designed to make your workday as productive and stress-free as possible.
And with visibility across your team, you can spend less time running your practice and more time growing it.
Overcome the challenges your accounting firm is facing acquiring, training and retaining staff. Put together the team that will lead your practice to success.
Explore the magazine
