Karbon
A Centralized Knowledge Platform for Accounting Firms

Your single source of truth

Karbon is the cornerstone of an accounting business. Data is no longer scattered, all that your team needs is in one cloud-based location.

Know where every job stands, across your entire team.

Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it.

Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to the task level. Everyone has what they need at their fingertips.

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An automatically-compiled record of all communication, with every client.

Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said and when that was.

When a client calls you can instantly see where things stand. Managing client relationships has never been easier.

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Find the information you need, instantly.

With Global Search you can get an instant answer across your entire team. Just search for what you are looking for to get an up-to-date view of everything.

See all the latest emails from anyone, not just what is in your own inbox, view any job and task, or get an update on any client.

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Client Management Features

Activity Timelines

Shared history of emails, notes, tasks and activity relating to any job or client.

Visibility

View and collaborate on email, clients or work items across your entire team.

Checklists

Work tasks and sub-tasks ensure everyone knows their own responsibility.

Shared Contacts

Work together on clients with all contact details, work and communication in one place.

Global Search

Everything in Karbon is searchable. Find anything across your organization in seconds.

Third-Party Integrations

Share data between Karbon and other systems to keep everything up-to-date.

Document Storage

Files and documents automatically stored and organized against clients and jobs.

Work Templates

Standardize your common processes and workflows in customizable templates.

Integrated Email

Every email between your client and anyone on your team, in one single place.