New Wave Accountants consolidated their fragmented tech stack
With full visibility over client communication and data in Karbon, New Wave Accountants now know their clients better than ever.
Client Management for Accounting Firms
Visibility across every client relationship
All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.
Consolidate client communication
Emails, notes, and details for every client are located in one shared space. Easily track who last contacted a client, what was discussed, and when it occurred.AI-powered summaries instantly update you on client activity, giving you full visibility to respond to client queries with confidence. Managing client relationships has never been easier.
Automate data collection
Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.The moment a client sends documents and comments, you are notified right where you need them.
Simplify client onboarding
Begin every client relationship painlessly. Standardising your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.
Client Management Features
Client PortalCollaborate with clients in one streamlined workflow with tasks and document sharing.More detail
Integrated EmailEvery email between your client and anyone on your team, in one single place.
Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.
AI Client SummariesNotes, work, emails, and billing data–summarized in one client brief.More detailAuto-remindersStop chasing clients for missing information. Karbon sends task reminders for you.
Client GroupsManage people and organisations that are related by ownership or financial structure.
Custom FieldsTrack any type of client data to deliver personalized services.
Contact SegmentsCreate dynamic, customised views of your contacts to filter, organise, and take targeted actions for specific groups.
Shared ContactsWork together on clients with all contact details, work and communication in one place.
InsightsEasy-to-read reports detailing critical output and efficiency metrics.
Document StorageFiles and documents automatically stored and organised against clients and jobs.
Third-party IntegrationsShare data between Karbon and other systems to keep everything up-to-date.
Client Management in Karbon Firms
Saved us hours and hours of time
Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.
I have everything I need
Karbon’s automatic Client Tasks kick-start my projects without me needing to think about it. This means that when I’m ready to start a job, I have everything I need.
Karbon gives me peace of mind
Karbon gives me peace of mind – I love that I can schedule Client Tasks so I don’t stay up at night thinking of emails I need to send clients.
Get started with Karbon today.
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Centralised Knowledge
Know where every job stands across your entire team with a single source of truth.
Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Project Management
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
Explore other benefits of Karbon
Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.
