Workstream Collaboration

Workstream Collaboration For Accounting Firms

Maximize your firm’s performance.

Karbon gives you everything you need to scale your firm. It is your centralized collaboration platform for all work and communication, providing visibility and accountability across teams, departments and locations.

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Standardize, automate and 
grow with confidence.

Automation Robot

Workflow

Karbon provides a centralized view of everything going on in your team and across your accounting firm, so everyone knows what work is in progress, who owns it and what is on the horizon—from highly templated processes all the way to adhoc projects, your workflow is customizable to work the way your firm does.

Automation

Automate common and time-consuming processes like recurring tasklists, filing communication and client reminder emails, allowing your team to focus on higher-margin activites and growing your firm.

Knowledge

Karbon is your system of record for all activity for a client or project, accessable whenever you need it. Every email, task, document, note and comment, automatically recorded on timelines for each job or client and only a quick search away.

Communication

Collaborate with your colleagues on the work at hand with internal and external discussion directly in the context of the work and tasks themselves, and transform your email into actionable tasks that can be assigned to whoever is best suited to respond.

Colleague Discussions

Client Satisfaction

Onboard clients faster and increase client satisfaction by bringing clients into your workflow with Client Tasks, Auto Reminders, best-practice templated processes and third-party integrations allowing your firm to service more clients.

Analytics

Keep your finger on the pulse of your practice and make better-informed decisions with Insights—the performance dashboard that tracks your firm's critical output, efficiency, and client behavior.

Support

Around-the-clock in-app support and access to paid add-on services including team training, assisted data migration, workflow customization, change-management guidance and onboarding to ensure your firm is running at optimal efficiency.

Security

Data protection and security is as important to us as it is to you. Karbon supports secure Office 365 and Google Apps authentication, SSL encryption, GDPR compliance and premium localized hosting to suit your firm’s security policies.

GDPR Compliant. Automatic Data Backups. Privacy Security Badge.

Integrated Apps

Connect with an ever-increasing suite of integrated ecosystem apps including Office 365 emailG-Suiteclient proposals and timesheeting to extend the platform to suit your needs.

Ipsum Advisors
“I’m 100% confident we are going to continue to reap rewards in terms of greater profitability, better clients, being able to provide a better client experience, and better long-term business value.”

Team

$49/Month Per User
Minimum 3 Users

Just the core features to give your team a competitive edge with improved collaboration, automated processes and optimized workflows.

Business

$69/Month Per User
Minimum 10 Users

High-volume workflow, multiple teams, unlimited templates, automation, personalised training and our famous round-the-clock in-app support.

Enterprise

From $19/Month Per User
Variable pricing + Platform fee

A platform tailored to meet individual needs, with custom integrations, bespoke reporting, premium support, and sliding-scale pricing that means you pay less per user the larger your team.

Team

$70/Month Per User
Minimum 3 Users

Just the core features to give your team a competitive edge with improved collaboration, automated processes and optimized workflows.

Business

$99/Month Per User
Minimum 10 Users

High-volume workflow, multiple teams, unlimited templates, automation, personalised training and our famous round-the-clock in-app support.

Enterprise

From $27/Month Per User
Variable pricing + Platform fee

A platform tailored to meet individual needs, with custom integrations, bespoke reporting, premium support, and sliding-scale pricing that means you pay less per user the larger your team.

Flags of the world

Karbon is trusted by teams worldwide.

“We want to make our the lives of our clients and our employees better. Karbon is helping us achieve both of those goals.”

— Melissa Stout, mAccounting —

“This software is a game changer. It is simple-to-use, streamlined and intuitive. Karbon has improved our productivity and visibility, and I'm no longer stuck in my inbox for hours.”

— Sandra Magann, SeaChange Accounting Solutions —

“The most beautiful accounting firm management software that I have ever seen.”

— Bernie Ackerman, BNA —
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