July 31, 2025

You can now add KBA requests to clients’ IRS tax forms that require additional authentication with Karbon eSignature & Approvals.

What’s new:

• Turn KBA on for any signer who requires it

• Customize due dates and reminders

• Track eSignature and KBA completion status and activity history

• Clients can complete eSignature requests and KBA authentication in Karbon for Clients

To get started with Karbon Signatures & KBA for your tax workflow, visit the help center.

Besides KBA, you can also set the default expiry dates for new eSignature and Approval packages to be up to 50 days after the package is sent, giving you more control and flexibility over how you’d like to manage the client’s eSiganture experience.

If you’re using Karbon Billing, you can now sync invoices sent from Karbon instantly to Xero for more accurate revenue and tax reporting without the hassle of manual data entry.

To use this real-time invoice sync feature, you need to map your contacts and billing details between Karbon and Xero. Learn more about how to get started with the Xero integration in the help center.

The next release to the Xero integration is syncing payments from Karbon to Xero. You can register your interest to gain early access to the payment sync functionality when it becomes available.

You can now bulk-manage and update billing rates across roles, task types, and colleagues with rate plans.

What’s new:

• Define role-based rates effective from specific start dates, accommodating scenarios like annual pricing updates or staff promotions.

• Maintain a clear history of rate changes, ensuring accurate reporting and audit trails.

• Automatically apply appropriate rates to budgets and time entries based on configurable rules tied to work start or due dates.

• Centralize rate management, replacing previous distributed settings across roles and colleagues.

Get started with this comprehensive user guide.

Managing invoice syncing between Karbon and your accounting ledgers just got much easier.

What’s new:

• Invoice sync status: At a glance, see whether an invoice has been successfully synced to Xero or QBOA

• One-click view in GL: On every synced invoice, you can click to view the invoice in your GL instantly from Karbon

• Retry failed invoice syncs: For invoices that failed to sync, you will easily see the error details so you can resolve the issue and retry the sync

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.