How Karbon unifies the work experience for Basis 365 Accounting
ServicesAccounting, Bookkeeping, Payroll, CRO Services
Location Irvine, CA, United States
Firm Size 11-20 Employees
Karbon Customer For 7 Years, 10 Months
Discover how Karbon consolidates everything Basis 365 Accounting needs to run a successful accounting firm.
Basis 365 Accounting offer a mobile-friendly, streamlined, paperless accounting experience designed for the modern, savvy business owner.
If accounting firms aren't using a dedicated workflow management tool designed for the accounting industry, they will consistently need to switch between other tools and their inbox.
“Before Karbon, we hopped around multiple tools, and there wasn't a flow to our work. We jumped around from tool to tool just to get the work done.”
But with Karbon, Basis 365 Accounting have been able to solve that very pain point.
“With Karbon, customer communication, team communication, and workflow are all in one place. We don't waste time jumping from tool to tool.”
Triage plays a significant role in how firms manage their email, notifications, work, notes, communication and tasks. It consolidates many of the items that accountants would generally see across several different apps and browsers.
“Triage unifies our communication around customer emails and provides transparency to firm-wide communication.”
Key Results
- 2 hours and 45 minutes saved each day
- 35% productivity increase
- 1 hour and 15 minutes saved managing and completing work each day
Get started with Karbon today.
G2
Capterra
GetappCustomer Stories
Region
Firm Size
:format(avif))
Pentins Business Advisers
How Pentins Business Advisers have supercharged their efficiency
Read story
1 min read
:format(avif))
CENTaccounting
How CENTaccounting saves over 5 hours each day
Read story
1 min read
:format(avif))
Gauvreau
How Gauvreau and Envolta used tech to successfully merge accounting practices
Read story
6 min read
:format(avif)){kind=logo}
White Glove CPAs
How White Glove CPAs increased revenue by 300% with Karbon Billing & Payments
Read story
4 min read
:format(avif))
Platform Accounting Group
How Platform Accounting Group scaled financial visibility across 50+ firms with Karbon Billing & Payments
Read story
5 min read
:format(avif)){kind=logo}
542 Partners
How 542 Partners reduced period close labor by 66% with Aider Period Close Automation
Read story
5 min read
:format(avif))
Virtus Advisory Services
How Virtus Advisory Services improved billing efficiency by 40% with Karbon Billing & Payments
Read story
5 min read
:format(avif))
Jessica Stebbings
How Jessica Stebbings turned compliance work into an advisory practice
Read story
4 min read
:format(avif)){kind=logo}
Loewen Kruse CPA
How Loewen Kruse CPA reduced WIP by 40% and saved 350 hours in manual admin work
Read story
5 min read
:format(avif))
Compere Robinette CPAs
How CRC is providing meaningful client interactions
Read story
4 min video
:format(avif))
Bette Hochberger, CPA, CGMA
How Bette Hochberger is managing her clients and employees remotely
Read story
3 min video
:format(avif))
BWCO CPAs
Humanizing client relationships with BWCO CPAs
Read story
4 min video
:format(avif))
Avalon Accounting
Focusing on the best parts of being an accountant with Avalon Accounting
Read story
3 min video
:format(avif))
BKL
How BKL uses Karbon to save 4 days per month
Read story
6 min read
:format(avif))
DH Business Support
DH Business Support benefit from cross-department collaboration with Karbon
Read story
1 min read