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.

February 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.

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February 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.

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January 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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December 19, 2024

December 192024

eSignatures & Approvals general release

Karbon's eSignatures & Approvals features are now available in Karbon for all customers, empowering users to collect digital signatures and client approvals directly within Karbon workflows.

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December 04, 2024

December 042024

Organize and manage work with service types

Service types in Karbon give you a powerful new way to categorize and manage your work, aligning Karbon’s workflow structure with how your firm sells and delivers services. And after successful beta programs, contact segmentation is now available to all customers.

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