July 25, 2023
July 252023
Email task in a work template
Create an email task directly in a work template, and use it for future work items.
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.
July 06, 2023
July 062023
XPM, Practice Intelligence + global search
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
More detailsJuly 03, 2023
July 032023
Email templates
One of the most highly requested features by our community—email templates—are now available.
More detailsJune 14, 2023
June 142023
Integrations, Practice Intelligence workbooks + beta programs
Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.
More detailsMay 24, 2023
May 242023
Practice Intelligence workbooks, Billing and Payments beta
The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.
More detailsMay 12, 2023
May 122023
External name on work items and work template + Billing and Payments beta
A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.
More detailsMay 03, 2023
May 032023
Karbon AI
Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.
More detailsApril 20, 2023
April 202023
XPM Integration
The integration between Karbon and Xero Practice Manager is now in beta. Sync XPM and Karbon contacts in minutes and keep all your information centralized and up-to-date.
More detailsApril 13, 2023
April 132023
Billing and Payments beta
Billing and Payments beta: The receivables tab allows you to see a breakdown of outstanding and overdue debt, and new permissions have been added to contacts.
More detailsMarch 23, 2023
March 232023
Viewing invoices and WIP reporting
Billing and Payments beta: Viewing invoices and WIP report improvements are the highlights of this release.
More details
