Store and access documents embedded in your accounting firm's workflow
Automate file organization and tracking for speed and efficiency across the firm.
Manage documents in the context of your workflow
Share, save, and organise files securely with Karbon’s built-in document storage management, designed with the needs of accounting professionals in mind.
Upload and download client files individually or in bulk, and keep everything connected to the appropriate work item and contact.
Simplify client document requests and collection
Make it easy for clients to collaborate with you. Request and collect documents through your branded and secure Client Portal.
Documents automatically attach to the relevant work, contact, and timeline.
Improve efficiency and automation with document storage built right into Karbon
Integrated folders created automatically
Folders within your integrated document management system are auto-created for repeating work items.
Automate backup of attached files
Back up any file attached to an email, task, or internal note in seconds within your integrated storage system. Audit trails keep track of all collaborator actions.
Collaborate efficiently with file links in comments
Save time sharing links to files and folders in Karbon notes, comments, and emails. Colleagues easily access relevant documents in the context of work.
Connect your existing DMS to Karbon
Integrate Dropbox and Microsoft OneDrive, including SharePoint, into Karbon to bring your workflow, clients and documents together.
Files are linked and kept in sync automatically, and teams can find, share and collaborate on information easily.