Make better-informed decisions based on output, status, capacity and client behaviour.
Visibility across work in progress.
Every actionable item is accounted for with collaborative workflows. Sitting next to you or on the opposite side of the world—everyone knows their responsibility.
Timelines of client communication.
Empower your team to manage client relationships efficiently. All communication between staff and clients is automatically organised.
Control access to information.
Flexible privacy levels control the information team members can access. Everyone has what they need to deliver, while you stay in control of your data.
“Karbon gives us greater visibility and accountability. We can now see who owns something and what conversations are being had.”
Make better-informed decisions based on output, status, capacity and client behaviour.
Track staff utilisation and capacity.
Estimate time and budgets for work. Compare tracked time against estimates. Report on billable hours and utilisation.
Identify bottlenecks before they occur.
Customisable work dashboards provide visibility across work streams. Identify issues before they arise and adjust priorities to ensure every client deadline is met.
Better-informed hiring decisions.
All work is managed in one place so you know who is working on what, who is at capacity, what jobs are in the queue and when it’s time to grow the team.
“Karbon allows me to sleep well knowing that what we’ve promised as an accounting business, we’re delivering.”
Standardised processes and efficient workflows keep everyone aligned to the same goals across teams, departments and locations.
Industry best practice.
Karbon comes with an extensive knowledge base of procedures for accounting, tax, audit and advisory.
Customise to each client’s needs.
Build powerful templates for operating procedures and customise them to the unique needs of specific clients.
Maintain efficient workflows.
Every process can be documented, implemented across your firm, and adjusted as you identify improvements.
“Previously every staff member was doing the same thing a little differently. By developing templates in Karbon we now have a base for all our work processes.”
Karbon’s client collaboration tools do the client chase for you. Less time spent on admin allows more time to spend on providing valuable services.
End the client chase.
Whatever your staff require to get their work done, Karbon collects it automatically with schedulable requests and auto-reminders.Calculate time savings
An automatic workflow engine.
The moment a client sends a document or asks a question the right staff member is notified and the work status is automatically updated.
Automate the basics, focus on the complex.
Clients know exactly what they need to action, you know what you are still waiting on and your team has more time to spend adding real value to your clients.
“Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.”
“Karbon allows the entire client team to know what is happening without extra time and extra communication. It has dramatically streamlined that transfer of knowledge.”
