
How mAccounting found their single source of truth
By consolidating systems, communication and client data, Karbon enabled new levels of transparency across mAccounting’s team.
Karbon is the cornerstone of an accounting business. Data is no longer scattered, all that your team needs is in one cloud-based location.
Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it.
Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to an individual task. Everyone has what they need at their fingertips.
Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said, and when that was.
When a client calls you can instantly see where things stand. Managing client relationships has never been easier.
With Global Search, you can get an instant answer across your entire team. Just search for what you are looking for to get an up-to-date view of everything.
See all the latest emails from anyone, not just what is in your own inbox, view any job and task, or get an update on any client.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
Checklists
Work tasks and sub-tasks ensure everyone knows their own responsibility.
Shared Contacts
Work together on clients with all contact details, work and communication in one place.
Global Search
Everything in Karbon is searchable. Find anything across your organisation in seconds.
Third-party Integrations
Share data between Karbon and other systems to keep everything up-to-date.
Kanban Board
View and optimise all of the jobs going on across your team.
Insights
Easy-to-read reports detailing critical output and efficiency metrics.
Document Storage
Files and documents automatically stored and organised against clients and jobs.
Work Templates
Standardise your common processes and workflows in customisable templates.
Integrated Email
Every email between your client and anyone on your team, in one single place.
These findings were obtained through Karbon’s 2022 Firm Usage Survey.
Saved chasing clients
Saved managing and completing work and tasks
Saved reading, actioning and searching for email
Saved with more efficient team collaboration
Saved automating low-value admin tasks
In firm-wide productivity
By consolidating systems, communication and client data, Karbon enabled new levels of transparency across mAccounting’s team.
With Karbon’s powerful automation, Oyster Hub gained the equivalent of two staff members and saved over $100,000 a year.
Karbon is our one-stop shop to see everything that is going on within the firm.
Karbon gives us the power to look at any email address, any response from a client, any job—basically anything, anywhere—and instantly see what’s going on.
We now have much more information at our fingertips that we’d never previously documented before. We’re getting through jobs more efficiently and providing a much better service to our clients.
Track and reveal insights to guide critical firm decisions and improve efficiency.
Automate low-value, time-consuming tasks so your team can focus on your clients.
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Unite your team with one place to collaborate on email, tasks, clients and work.
Move beyond inbox silos and blind spots with email embedded in your workflow.
Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.