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.

Image of a user interface depicting internal communication via comments.

A record of all communication, with every client.

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.

Image of a detailed UI setting automatic reminders for a task.

Automate client data-collection with Client Tasks and Auto-Reminders.

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.

Image of a user interface for an onboarding task checklist.

Simplify and scale your 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 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.

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

On average, Karbon saves every employee 16.5 hours each week.

3.2 hours

Saved chasing clients

3.9 hours

Saved managing and completing work and tasks

3.2 hours

Saved reading, actioning and searching for email

4.1 hours

Saved with more efficient team collaboration

2.1 hours

Saved automating low-value admin tasks

18% growth

In firm-wide productivity

Accounting firms using Karbon stay on top of their client management.

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.

Read case study

Humanizing client relationships with BWCO CPAs

Karbon’s Client Tasks help BWCO collaborate with their clients, ensuring they deliver on their promise to be available no matter what.

Read case study

Client management in Karbon firms

Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.

Billy Lacey
Ipsum Advisors

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.