Email Management for Accounting Firms

Email embedded in your workflow

Email in Karbon is connected to your team and everything that is being worked on, not locked away in individual inboxes.

Image of a user interface depicting internal communication via comments.

All communication between staff and clients is consolidated in automatic audit trails.

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.

Image of a device with the Karbon Triage interface on screen, demonstrating internal team communication via email comments.

Make comments on emails to collaborate in context, out of your client’s view.

Discuss work with your team directly on the emails, notes and tasks at hand.

No more out-of-context FYIs or meaningless forwarded emails, add comments where they are relevant to carry-out internal discussions. Team communication happens in the same place as work, tasks and planning.

Image showing an email assignment UI detail.

Emails are assigned to whoever is best for the job, not stuck in individual inboxes.

Transform emails into personal tasks or delegate them to others in the team.

Tasks and sub-tasks can be given their own assignee, status and due date—ensuring that everything is prioritised effectively and nothing slips through the cracks.

Email Management Features

Email CommentsAdd notes on emails to discuss internally, right where it makes sense.

Email ActionsEmails assigned to whoever is best for the job, not stuck in individual inboxes.

InsightsEasy-to-read reports detailing critical output and efficiency metrics.

Integrated EmailEvery email between your client and anyone on your team, in one single place.

TriageQuickly process emails, notifications of tasks, notes from colleagues, and client activity.

Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.

Global SearchEverything in Karbon is searchable. Find anything across your organisation in seconds.

Document StorageFiles and documents automatically stored and organised against clients and jobs.

Mobile AppKarbon for iPhone and Android allows you to triage your day while on the go.

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.

How Bette Hochberger is managing her clients and employees remotely

Bette Hochberger saves 2 hours per day with Karbon, as emails are quickly actioned and client communication is more organised.

Read case study

How Baker Tilly is being a trusted advisor to their clients

For Baker Tilly, Karbon’s integration of email into workflow has saved time and helped everyone stay on top of their communication.

Read case study

Email management in Karbon firms

I couldn’t live without Triage – the way it helps me manage my emails and tasks is invaluable.

Dan Dang
Jannar Dang & Associates

This software is a game-changer. It is simple-to-use, streamlined and intuitive. Karbon has improved our productivity and visibility, and I’m no longer stuck in my inbox for hours.

Sandra Magann
SeaChange Accounting Solutions

My inbox used to be a dumpster fire. But now that I’ve implemented Karbon and started using Triage, I’m able to go through my emails quickly and make sure that all my client information is organised to the right client and the right piece of work.