Email Management for Accounting Firms

Triage is where you manage email inside Karbon, so client email stops living in individual inboxes and becomes something the whole firm can see and act on. You can read and send email as usual.

You can also assign a message to a colleague, add a comment, attach it to a client or job, or turn it into a task. Every client email also lands on that client's timeline, so your whole team can see where things stand.

Karbon works with the email you already use. It connects to Gmail or Outlook and brings your inbox into Triage, so you keep your address and your mailbox. The two stay in sync, so clearing an email in Triage archives it in your inbox, and archiving in your inbox clears it from Triage.

Yes. You can turn an email into a task, attach it to a client or job, or start a new project, without leaving Triage. The email and its history stay linked to that work, so nothing gets lost in an inbox.

Yes. Shared Triage lets your team work together in a shared inbox like info@ or tax@. Colleagues can pick up a message, assign it, or add a comment. Your personal and shared inboxes sit side by side in Karbon. Connecting a shared inbox costs a small monthly fee per inbox.

No. Comments and @mentions on an email are for your team only. Your clients only see the emails you send them, and the internal discussion around a message stays inside your firm. That way you can agree on the right reply before anyone hits send.

Yes. Karbon AI can summarise a long thread in a few lines, draft or refine a reply from a short prompt in your firm's voice, and offer pre-written replies you can edit before sending. It can also draft a client email straight from a task, based on the work you've done.

Karbon AI reads each incoming email in context and applies labels like High Priority, Meeting Invite, Client Query, or Marketing. It can also act on messages for you, such as clearing them, drafting a reply, or assigning them to the right person, so your team spends less time sorting and more time responding.

Yes. In Settings, you can set up filters and blocked addresses so newsletters, notifications, or other low-priority mail skip Triage. Those messages still arrive in your Gmail or Outlook inbox, so nothing is lost, but they stay out of your Karbon workflow.

You can delegate your Triage, giving colleagues access to manage your email, tasks, and client requests while you're away.

You can add, switch, or remove delegates at any time. Client emails also sit on the client timeline, so the team can keep things moving when someone is out.

Yes. The Karbon apps for iPhone and Android let you triage email, action tasks, and reply to clients while you're away from your desk.

Yes. Karbon's web application is SOC 2 Type 2 certified, and your data is encrypted in transit and at rest. In-app permissions control who can see which emails, clients, and work. Every action on an email is recorded in an audit trail.