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.
March 31, 2026
March 312026
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Karbon AI is here, with enhanced regional data handling for improved compliance. Also, improvements to document visibility, bulk work creation, and billing accuracy help teams work more efficiently and stay in control at scale.
February 23, 2026
February 232026
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Manage your entire client lifecycle from first agreement to first payment, all within Karbon. Show unpaid and overdue invoices in the client portal to accelerate payment collection. Plus, a new billing analytics report to help track aging receivables with ease.
January 26, 2026
January 262026
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Customize invoices with flexible layout and editing options. Duplicate engagements for up to 50 clients at once and revert sent engagements to draft. Plus, a refreshed rich text editor for emails, and new integrations with Uncat and Microsoft Teams.
December 15, 2025
December 152025
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Close out the year with clearer insights and smoother workflows. This release introduces the Portfolio Performance Dashboard, smarter tools for managing tax deadlines and bulk updates, cleaner invoicing, improved QBOA syncing, and an enhanced integration with TaxBandits.
December 04, 2025
December 042025
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Smart, automated organizers and workpaper binders are now available through the new Karbon and StanfordTax integration.
November 24, 2025
November 242025
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Reduce the client chase with automatic mobile push notifications, and preview what’s coming soon to engagements and the StanfordTax integration.
October 27, 2025
October 272025
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This release brings Karbon’s full Xero integration to life, syncing contacts, invoices, and payments seamlessly between both tools. Progress reports are now available to all, giving you greater visibility across tax and other high-volume workflows.
September 29, 2025
September 292025
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Expedite client intake with StanfordTax’s client organizers and binders embedded in your work items. Visualize and track all tax work in progress reports. Keep communication flowing even when you’re away with Delegated Triage. Plus three enhancements to Billing & Payments.
August 25, 2025
August 252025
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Grant a team member access to your email inbox with Delegated Triage, stay on top of IRS activities with the TaxNow integration, and navigate client documents with ease.
August 06, 2025
August 062025
You asked and we delivered. In this special release, we made over 20 small but mighty updates across the platform—each sparked by your feedback in Karbon Community. From moving cards automatically in My Week to setting invoices to be due on receipt, these big little things are here to make your daily life in Karbon more intuitive and productive.