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Karbon
Practice Management Software for Mid-Sized Accounting Firms

Grow Your Accounting Firm Painlessly

Increase your team’s productivity, collaborate effectively, and stay aligned to achieve shared goals.

Practice management that accelerates your firm

Karbon adapts to the dynamic needs of mid-sized accounting firms. It supports your growth ambitions by keeping projects on track, fostering team collaboration, increasing visibility, and centralising your operations.

Whether your firm is scaling rapidly or working to optimise existing processes, you and your team are well-prepared to thrive in a competitive market with Karbon.

An abstracted kanban user interface in Karbon with an AI-generated representation of an office behind it.

Mid-sized accounting firms around the world achieve success with Karbon

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Robust workflow management for teams

Manage and coordinate jobs with workflow tools that keep your team aligned, on schedule, and more efficient.

Karbon's task templates and customisable workflow automations can standardise your routine processes, keep work moving, and ensure accountability at every step of a client job.

A Karbon task checklist user interface.

Increase collaboration and visibility

Foster teamwork and transparency with collaboration and communication weaved into every part of your practice management platform.

Add comments and @mention colleagues on emails, tasks, and client accounts to keep your team informed within context. Tag every email, work item, and internal discussion to the corresponding client timeline to provide full visibility into your client statuses.

A Karbon user interface showing colleagues commenting on a work item.

Insights to guide decisions and improve efficiency

Make data-driven decisions, uncover lost efficiency, and know where you can instantly optimise for the most impact.

Understand your team's performance with powerful reporting that draws on your firm's real-time data.

An abstracted workflow report dashboard.

Cutting-edge innovation and AI technology

Harness the power of AI by using the most future-focused practice management platform to do the work for you.

Built on the latest GPT technology, Karbon AI helps you compose and perfect email communication, gain key insights from your existing client data, and know what to action next with smart suggestions and intelligent workflows.

A Karbon user interface showing an email thread in Triage with an AI-generated summary.

Integrate your apps or build custom solutions

Build your ideal tech stack and make work flow with Karbon’s extensive ecosystem integrations.

Whether you want to connect popular accounting and business software with Karbon or develop custom solutions with Karbon’s open API, you have the flexibility to tailor the platform to meet your unique needs.

A grid of logos of the products with which Karbon integrates.

Resources for Mid-sized Firms

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Karbon Template Library

Best practice workflows to download and use now

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Karbon Magazine

Discover resources to power your firm on the road to Practice Excellence

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Karbon Magazine

Collaborate with a global community of accountants

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Customer Stories

Karbon is key

Our teams use it to hold themselves and each other accountable to deliverables. And I use it to make sure we’re on track week to week.

Victoria Peters
Victoria PetersCFO, Gauvreau

Complete control

We always had an idea of what we want to do, but had no way of tracking it. With Karbon, we can see everything. We can share with everyone how we’re tracking, where we want to be, and what we need to do to meet those goals.

Jason Ackerman
Jason AckermanBNA

Best job management system for accountants

Karbon effectively is where we spend most of our day! Before Karbon, we had to jump between email and a separate job management system. Now with Karbon, everything lives in one place which has a huge effect on our team's communication and overall efficiency.

Josh Zweig
Josh ZweigCPA, CA, Principal, LiveCA

Get started with Karbon today.