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Customer Case Study

Centralized knowledge, communication and information at Assured Tax & Accounting

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