Email Management

Email embedded in your workflow

Email in Karbon is connected to your team and everything that is being worked on, not locked away in individual inboxes.

 
 
Image of a user interface depicting internal communication via comments.

All communication between staff and clients is consolidated in automatic audit trails.

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.

When a client calls you can instantly see where things stand. Managing client relationships has never been easier.

Image of a device with the Karbon Triage interface on screen, demonstrating internal team communication via email comments.

Make comments on emails to collaborate in context, out of your client’s view.

Discuss work with your team directly on the emails, notes and tasks at hand.

No more out-of-context FYIs or meaningless forwarded emails, add comments where they are relevant to carry-out internal discussions. Team communication happens in the same place as work, tasks and planning.

 
 
Image showing an email assignment UI detail.

Emails are assigned to whoever is best for the job, not stuck in individual inboxes.

Transform emails into personal tasks or delegate them to others in the team.

Tasks and sub-tasks can be given their own assignee, status and due date—ensuring that everything is prioritized effectively and nothing slips through the cracks.

Email Management Features

Email Comments
Add notes on emails to discuss internally, right where it makes sense.

Email Actions
Emails assigned to whoever is best for the job, not stuck in individual inboxes.

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

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

Triage
Quickly process emails, notifications of tasks, notes from colleagues, and client activity.

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

Global Search
Everything in Karbon is searchable. Find anything across your organization in seconds.

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

Mobile App
Karbon for iPhone and Android allows you to triage your day while on the go.

 
 

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

16.5 hours

Saved on average each week

18%

Increase in productivity per employee

3.3 hours

Saved chasing clients each week

3.9 hours

Saved managing and completing work and tasks each week

3.3 hours

Saved reading, actioning and searching for email each week

4.1 hours

Saved by enabling team collaboration each week

Firms using Karbon stay on top of their client management.

How Baker Tilly is being a trusted advisor to their clients

How Baker Tilly is being a trusted advisor to their clients

For Baker Tilly, Karbon’s integration of email into workflow has saved time and helped everyone stay on top of their communication.

Read Case Study
How Bette Hochberger is managing her clients and employees remotely

How Bette Hochberger is managing her clients and employees remotely

Bette Hochberger saves 2 hours per day with Karbon, as emails are quickly actioned and client communication is more organized.

Read Case Study

Email management in Karbon firms

I couldn’t live without Triage – the way it helps me manage my emails and tasks is invaluable.
Dan Dang
Dan Dang
Jannar Dang & Associates
This software is a game-changer. It is simple-to-use, streamlined and intuitive. Karbon has improved our productivity and visibility, and I’m no longer stuck in my inbox for hours.
Sandra Magann
Sandra Magann
SeaChange Accounting Solutions
My inbox used to be a dumpster fire. But now that I’ve implemented Karbon and started using Triage, I’m able to go through my emails quickly and make sure that all my client information is organized to the right client and the right piece of work.
Bette Hochberger
Bette Hochberger
Bette Hochberger

Book a demo or start a free trial.

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Explore other benefits of Karbon

Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.