Karbon
Client Management Software for Accounting Firms

Visibility across every client relationship

All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.

An always-available 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.

Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.

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Automate client data–collection with Client Tasks and Auto-Reminders.

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.

The moment a client sends documents and comments, you are notified right where you need them.

Calculate time savings

Simplify and scale your client onboarding.

Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.

Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.

Client Management Features

Activity Timelines

Automatically compiled history of all emails, notes, tasks and activity relating to a client.

Integrated Email

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

Client Requests

Collaborate with clients and bring them into your workflow with automatic tasks.

Client Groups

Manage people and organizations that are related by ownership or financial structure.

Shared Contacts

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

Auto-Reminders

Let Karbon chase clients for you, with automatic reminders for uncompleted tasks.

Third-Party Integrations

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

Document Storage

Files and client documents automatically stored and organized.

Contact Types

Customizable database categories for clients, prospects, suppliers or anyone else.