
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.
All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.
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.
Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.
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.
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 Portal
Collaborate with clients in one streamlined workflow with tasks and document sharing.
Auto-reminders
Stop chasing clients for missing information. Karbon sends task reminders for you.
Kanban Board
View and optimise all of the jobs going on across your team.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
Integrated Email
Every email between your client and anyone on your team, in one single place.
Client Groups
Manage people and organisations that are related by ownership or financial structure.
Shared Contacts
Work together on clients with all contact details, work and communication in one place.
Third-party Integrations
Share data between Karbon and other systems to keep everything up-to-date.
Document Storage
Files and documents automatically stored and organised against clients and jobs.
Contact Types
Customisable database categories for clients, prospects, suppliers or anyone else.
Insights
Easy-to-read reports detailing critical output and efficiency metrics.
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
With full visibility over client communication and data in Karbon, New Wave Accountants now know their clients better than ever.
Karbon’s Client Tasks help BWCO collaborate with their clients, ensuring they deliver on their promise to be available no matter what.
Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.
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 – I love that I can schedule Client Tasks so I don’t stay up at night thinking of emails I need to send clients.
Know where every job stands across your entire team with a single source of truth.
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.