Client Management 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.

A user interface depicting internal communication via comments.

Consolidate client communication

Emails, notes, and details for every client are located in one shared space. Easily track who last contacted a client, what was discussed, and when it occurred.

AI-powered summaries instantly update you on client activity, giving you full visibility to respond to client queries with confidence. Managing client relationships has never been easier.

A detailed UI setting automatic reminders for a task.

Automate data collection

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.

A user interface for an onboarding task checklist.

Simplify 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

Client Portal

Collaborate with clients in one streamlined workflow with tasks and document sharing.

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Integrated Email

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

Activity Timelines

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

AI Client Summaries

Notes, work, emails, and billing data–summarized in one client brief.

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Auto-reminders

Stop chasing clients for missing information. Karbon sends task reminders for you.

Client Groups

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

Custom Fields

Track any type of client data to deliver personalized services.

Contact Segments

Create dynamic, customized views of your contacts to filter, organize, and take targeted actions for specific groups.

Shared Contacts

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

Insights

Easy-to-read reports detailing critical output and efficiency metrics.

Document Storage

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

Third-party Integrations

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

Client Management in Karbon Firms

New Wave Accountants consolidated their fragmented tech stack

With full visibility over client communication and data in Karbon, New Wave Accountants now know their clients better than ever.

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Humanizing client relationships with BWCO CPAs

Karbon’s Client Tasks help BWCO collaborate with their clients, ensuring they deliver on their promise to be available no matter what.

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Saved us hours and hours of time
Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.
Billy LaceyIpsum Advisors

I have everything I need
Karbon’s automatic Client Tasks kick-start my projects without me needing to think about it. This means that when I’m ready to start a job, I have everything I need.
Sabrina JohnsonEssina Business Financial Services

Karbon gives me peace of mind
Karbon gives me peace of mind – I love that I can schedule Client Tasks so I don’t stay up at night thinking of emails I need to send clients.
Corina HardakerStarbyder Bookkeeping Services