February 12, 2025

AI is revolutionizing the accounting industry, and Karbon AI is at the forefront—helping firms work smarter, not harder. Eliminate busywork, streamline communication, and gain valuable insights into your client relationships with AI-powered automation.

AI-generated quick replies for emails (open beta)

Respond faster, without the extra effort. Karbon AI now suggests contextually relevant quick replies for incoming emails, helping you respond in seconds. Whether it’s a simple confirmation or a brief follow-up, quick replies allow you to clear your inbox efficiently without sacrificing professionalism.

Select from three AI-generated responses for common email types.
Maintain responsiveness with instant, well-phrased replies.
Reduce email fatigue by streamlining simple, repetitive responses.

Quick Replies are available in open beta, giving all Karbon users access to faster and smarter email handling.

AI-generated work conversation summaries (open beta)

Similar to AI-generated client summaries, Karbon AI now summarizes the 10 most recent conversations for each work item, helping you get up-to-speed before client meetings without needing to sift through emails and notes.

See the bigger picture with AI-generated summaries of recent conversations on work items.
Eliminate the need to manually piece together conversations.
Stay prepared with insights on recent client interactions, upcoming tasks, and potential issues.

This open beta feature is especially valuable for firm owners, managers, and partners who oversee many client relationships.