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Karbon

Latest 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

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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.

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July 03, 2023

July 032023

Email templates

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One of the most highly requested features by our community—email templates—are now available.

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June 14, 2023

June 142023

Integrations, Practice Intelligence workbooks + beta programs

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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.

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May 24, 2023

May 242023

Practice Intelligence workbooks, Billing and Payments beta

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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.

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May 03, 2023

May 032023

Karbon AI

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Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.

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April 20, 2023

April 202023

XPM Integration

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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.

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March 22, 2023

March 222023

Contact sync with QBOA, SuiteFiles

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It’s all about new integrations. QuickBooks Online Accountant and SuiteFiles are making contact syncing easier than ever before.

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