Customer Story / Assured Tax & Accounting

Centralized knowledge, communication and information at Assured Tax & Accounting

ServicesAccounting, Payroll, Tax, Bookkeeping, Advisory Services

Location Meridian, ID, United States

Firm Size 4-10 Employees

Karbon Customer For 6 Years, 9 Months

Discover how Assured Tax & Accounting save over 4 hours each day with Karbon.

Assured Tax & Accounting specialize in bookkeeping, payroll, and QuickBooks solutions for small businesses. Their experienced team is dedicated to improving their clients’ overall financial condition.

Before finding Karbon, the team at Assured Tax & Accounting lacked an all-encompassing solution to the various moving elements of their business. They needed a tool, that ultimately, centralized the information they needed at any given time.

Triage in Karbon is essential to how we manage our workload.

Matt Belville, Assured Tax & Accounting

On top of the important role Triage plays in their day-to-day operations, Karbon provides Assured Tax & Accounting with the clarity and control needed to run a successful accounting practice.

Since using Karbon, we have a much better handle on our workflow. We have improved transparency and centralization across our tasks, jobs and email.

Matt Belville, Assured Tax & Accounting

Key Results

  • 15% productivity increase
  • 1 hour and 30 minutes saved each day chasing clients
  • 1 hour and 15 minutes saved each day managing email
  • 1 hour saved each day managing and completing work

Get started with Karbon today.

Next step, pick a time

Customer Stories

Region

Firm Size

New Wave Accountants

New Wave Accountants consolidated their fragmented tech stack

Read story

4 min read

Central Coast BAS Bookkeeping & Payroll

How Central Coast BAS Bookkeeping & Payroll increased productivity by over 50%

Read story

1 min read

DH Business Support

DH Business Support benefit from cross-department collaboration with Karbon

Read story

1 min read

White Glove CPAs

How White Glove CPAs increased revenue by 300% with Karbon Billing & Payments

Read story

4 min read

Platform Accounting Group

How Platform Accounting Group scaled financial visibility across 50+ firms with Karbon Billing & Payments

Read story

5 min read

542 Partners

How 542 Partners reduced period close labor by 66% with Aider Period Close Automation

Read story

5 min read

Virtus Advisory Services

How Virtus Advisory Services improved billing efficiency by 40% with Karbon Billing & Payments

Read story

5 min read

Jessica Stebbings

How Jessica Stebbings turned compliance work into an advisory practice

Read story

4 min read

Loewen Kruse CPA

How Loewen Kruse CPA reduced WIP by 40% and saved 350 hours in manual admin work

Read story

5 min read

BNA

How BNA deliver tax returns in 3 days

Read story

4 min read

Armanino Business Management

Armanino Business Management find greater visibility and accountability

Read story

5 min read

VIDEN Group

How VIDEN Group obtained visibility across 5 of their offices

Read story

4 min read

Bovard CPA Group

How Bovard CPA Group found its perfect balance

Read story

6 min read

Oyster Hub

How Oyster Hub added 42% additional revenue during the coronavirus pandemic

Read story

6 min read

Compere Robinette CPAs

How CRC is providing meaningful client interactions

Read story

4 min video