of Karbon for Clients

One stop for happier clients

Provide your clients with a premium portal they will love, accessible 24/7 via web or mobile app.

Everything your clients need to stay up to date is in one place. From personalised task lists and timelines, to secure file sharing, e‑signature collection, and billing dashboards.

An abstracted client task list with the greeting "Good morning, Abigail" above it.

Keep work moving with automated client nudges

Turn roadblocks into progress with smart alerts and automated reminders that nudge clients when action is needed.

Eliminate unnecessary communication by giving your clients a place to self-serve and view live updates as their work progresses.

Illustration of a Karbon for Clients push notification on a phone's home screen.

Save hours by connecting client interactions to workflows

Uploaded documents are saved where they belong, client comments are linked to their contact timeline, and key stakeholders are notified as work progresses.

Every task, file, and client interaction is linked directly to your work in Karbon, improving visibility and productivity across the firm.

A view of the same work item in Karbon and Karbon for Clients.

Protect sensitive data with enterprise-grade encryption

Two-factor authentication and end-to-end encryption keep your clients’ most sensitive information safe, no matter how it’s shared or who it’s shared with.

A list of badges for security certifications and features: SOC 2 Type II compliance, GDPR compliance, automatic data backup, and privacy protection.

Your premium accounting client portal

Real-time updates and smart notifications

Keep clients informed with progress updates and automated alerts, ensuring no critical details are missed.

A list of client notifications, ordered by date.

Task management

Call attention to urgent client tasks while providing visibility into shared work pulled from Karbon.

Illustration of urgent work items being displayed more prominently in comparison to the total list of work items.

Multi-channel communications

Reach clients effortlessly via email, push notifications, or in-app notifications.

Illustration of Karbon for Clients and Gmail push notifications for the same request on a phone's home screen.

File sharing and document management

Securely share files, collect client documents, and effortlessly manage uploads and sensitive data through organised Karbon workflows.

Explore document management in Karbon.

Karbon for Clients file sharing user interface.

eSignatures and approvals

Simplify the signing and approval process, with easy access to signed agreements.

Explore Karbon eSignatures & Approvals.

User interface of the signing process for a document in Karbon for Clients.

Customisable, branded experience

Strengthen client trust by personalising portals with your firm's logo and colors.

Billing and payments

Deliver client invoices and quickly collect payments.

Explore Karbon Billing & Payments.

Karbon Billing and Payments UI, showing options to pay by credit card or bank transfer, as well as a toggle to enable automatic payments.

Mobile app

Clients can download the Karbon for Clients app from the Google Play Store or App Store for mobile access.

Time Savings Calculator

Karbon for Clients could add $516,429 of value to your firm

That’s an additional 7 full-time and 1 part-time employees through automating the collection of client data.

Currency

How much time do your employees spend chasing clients for data, every week?

4 hours per employee

Number of EmployeesAverage Employee Salary

Effortless client collaboration
Karbon for Clients has streamlined how we communicate and share documents with our customers. It’s seamless, intuitive, and makes the back-and-forth feel effortless.
Eric Cohen
Head of Technology, Hiline

Everything in one user-friendly place
Karbon for Clients has completely streamlined the way we communicate and manage work with our bookkeeping clients.
Melissa Fox
Associate Partner, Insight Bookkeeping & Payroll

Real-time visibility keeps everyone accountable
Clients can see where we are at with each job, keeping us and them up to date.
Dexter Lawrence
Director, DL Accounts LTD

Frequently Asked Questions

Can I use my firm's branding in Karbon for Clients?

Yes. You can add your firm's logo and colours to the client portal, with a background of your choice. The client-facing portal carries your firm's branding; your team's internal Karbon workspace retains Karbon branding.

What can our clients see and do?

Your client lands on a page showing what you're waiting on, what's overdue, work you have in progress, documents you've shared, signature requests, and their invoices. They can upload documents, comment on a task, and mark items done.

They can't see your internal tabs, other clients, or where they sit in your queue. Clients with several entities switch between them from one login.

What languages are supported by Karbon for Clients?

Build global client relationships with portals in English, French, Dutch, or Spanish.

How does my client sign up for Karbon for Clients?

When you enroll a client in Karbon for Clients, Karbon will send them an invitation email containing a unique ‘magic link’ to a secure, guided account set up. You’ll also have your own unique link to your client portals. Share it via email or include it on your website for easy access.

How do clients log in to Karbon for Clients, and do they need an account?

Clients can use a secure magic link sent to their email to complete requests, upload documents, comment, and sign without creating an account or password. The link is associated with the device used to open it. Clients who want access to their full document and invoice history can create an account, and firms can require two-factor authentication for sign-in and client requests.

Are magic links and the Karbon for Clients software secure?

Yes. Karbon takes our responsibility for our customers’ and their clients’ data security seriously. The client portal is a Karbon platform feature that allows trusted advisors to engage with their clients and share information in a manner that is more secure than email. Flexible client-level security options include the ability to require two-factor authentication for sign in and access to client requests. For more information, refer to the Client Portal security statement.

Is Karbon for Clients cloud-based?

Yes. The client portal and the underlying IT computing environment that operates its functionality are cloud-based. This ensures accessibility from anywhere, on any device, without the need for on-premises hardware. It also provides robust security, automatic updates, and seamless scalability, making it an efficient and reliable solution for modern accounting firms.

How much does Karbon for Clients cost?

The Client Portal is included in the price of both the Team and Business Karbon subscriptions. Refer to Karbon pricing plans.

Can I upload tax returns to Karbon for Clients?

Yes. The platform supports secure document sharing, allowing your team and clients to upload, download, and share attachments like tax returns, financial statements, and more.

Is there a mobile app?

Yes. Your clients get an app for viewing tasks, uploading documents, and photographing paperwork they'd otherwise have to scan. There's also an app for your team, focused on staying on top of email and triage while you're away from your desk.

What is accounting client portal software?

Accounting client portal software is a secure online platform that facilitates seamless communication and collaboration between accounting firms and their clients. It serves as a centralised hub where clients can upload documents, review tasks, track project statuses, and access financial records, all in one place. Client portals are designed to streamline interactions, enhance transparency, and improve the client experience while reducing manual tasks for accountants.

Why is it important to have a client portal for accountants?

A client portal is essential for accountants because it provides transparency, improves communication, and enhances efficiency. It allows clients to access real-time updates on their projects, securely share documents, and complete tasks like approvals or eSignatures—all without relying on emails or calls. For accounting firms, client portals save time, reduce follow-ups, and ensure a smoother workflow, ultimately leading to higher client satisfaction and retention.

How does accounting client portal software streamline client management?

Accounting client portal software simplifies client management by automating key tasks and centralising communication. Features like automated reminders, real-time status updates, and smart document organisation ensure that clients stay engaged and on track without constant follow-ups. Secure file sharing, eSignatures, and an integrated task management system reduce manual effort and improve accuracy. This streamlined approach allows accountants to focus on delivering exceptional service rather than chasing documents or updates.

Does Karbon chase clients for missing documents?

Yes, automatic client reminders are included on Business and Enterprise plans. Document requests are built into your template and send when the job starts, or on a delay you set. Karbon then sends reminders on a cadence you control, from a gentle nudge every few days to something firmer, until your client marks the outstanding items done. This is a big time-saver for most Karbon customers.

Reminder wording is yours to edit per template, and your client gets one consolidated email rather than a message per request. Invoice reminders aren't automated yet.

Does Karbon check that the documents our clients send are correct?

Karbon tracks uploads against each item on your checklist, so you and your client both see what's arrived and what's still outstanding. It doesn't read or classify the file itself, and an item is marked done by whoever ticks it.

If you want document recognition, such as knowing a W-2 is a W-2, that comes from a connected tax organiser partner rather than from Karbon. Talk to us about which fits your workflow.

Get started with Karbon today.