May 08, 2025
May 082025
Xero Integration
Connect Xero and Karbon to keep your client contacts effortlessly in sync. Plus an exclusive Karbon and Xero promotion for US accounting firms.
More detailsLatest Feature Updates
Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
May 02, 2025
May 022025
Google Drive integration, CRM upgrades, and billing updates
Connect Google Drive and Karbon to manage and sync documents effortlessly between the two systems. Plus, protect client data with granular contact permissions and have more billing flexibility by sending invoices to multiple recipients.
More detailsApril 02, 2025
April 022025
Create custom contact fields and use Quick Collect to override a scheduled payment
Gain more control and flexibility of client data with custom contact fields and contact segments, bill more efficiently by using Quick Collect to override a scheduled payment, and more.
More detailsMarch 12, 2025
March 122025
Custom fields, Google Drive, and enhanced Billing features
Manage clients more easily with custom CRM fields, streamline work with bulk reassignments, simplify billing with new debt management features, and seamlessly store and collaborate on documents with Karbon’s new Google Drive integration.
More detailsFebruary 26, 2025
February 262025
Document management enhancements, AR import, and Karbon AI updates
Manage documents more efficiently in Karbon, bulk import your accounts receivables from another billing tool, and let AI do the guess work when assigning emails to Work or Contact Timelines.
More detailsFebruary 26, 2025
February 262025
Karbon Billing and QuickBooks Online Accountant Integration available to all customers
Sync your contacts, invoices, and payments between Karbon and QuickBooks Online Accountant (QBOA) to track the scope and profitability of every client and project.
More detailsFebruary 12, 2025
February 122025
AI quick replies and conversation summaries
AI is revolutionizing the accounting industry, and Karbon AI is at the forefront—helping firms work smarter, not harder. With AI-powered automation, you can eliminate busywork, streamline communication, and gain valuable insights into your client relationships. Our latest features for quick replies and summarizing work conversations ensure you spend less time on manual tasks and more time delivering value.
More detailsFebruary 10, 2025
February 102025
HubSpot Integration
Sync HubSpot Contacts to Karbon to eliminate data silos, enable prompt client onboarding and service delivery, and drive higher client satisfaction.
More detailsFebruary 03, 2025
February 032025
Engagements, a new Billing dashboard, and Karbon AI client summary open beta
Get a sneak peek of what Karbon is building for Engagements, explore the new Billing dashboard in KPI, and use Karbon AI to get quick snapshots of must-knows about your clients.
More detailsJanuary 15, 2025
January 152025
Leverage AI for email composition and refinement
This Karbon update is headlined by AI-driven improvements for email composition and refinement. Plus, there are new ways to simplify bulk reassignment tasks, helping you efficiently manage work assignments and schedules.
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