Workflow Automation
Automate client reminders, recurring jobs, and handoffs so your team can focus on higher-value client work.
Standardise your common processes and workflows in customisable templates.
When tasks are completed, change statuses, due dates, and assignees, or turn sections on or off.
Assign emails to colleagues so client requests don't stay in one person's inbox.
Summarise email threads and get suggested assignees based on past work.
More detailOrganise your work, tasks, and email into a manageable action plan.
Set recurring work to repeat on a set schedule.
Report on team output and efficiency.
Share tasks and documents with clients in the context of their work.
More detailView jobs across your team by status or assignee.
Send scheduled client reminders for missing information.
Estimate and track time to understand profitability and allocate resources.
Connect Karbon to 100+ native integrations and 5,000+ more apps via Zapier, or build your own with the Karbon API.
More detailAcross the platform, employees at Karbon firms save an average of 19.9 hours a week.
Couldn’t work without it
Karbon allows total transparency across the entire practice, allowing us to maximise efficiencies and streamline processes. We couldn’t work without it!
Really improved our efficiency
Karbon makes it really easy to create and improve templates for all our common processes, which has really improved our efficiency.
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.
Client Management
Track your firm’s relationship with every client and deliver the service you promise.
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.
Project Management
Keep track of your team's jobs, responsibilities, and deadlines.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos with email embedded in your workflow.
Team, clients, systems, and data together in one place, whether your firm works remotely, in the office, or both.
Accounting workflow automation uses templates, schedules, and rules to create recurring jobs, request information from clients, and pass work to the next person as each step finishes. It handles the coordination around client work, not the accounting itself. For the month-end close, Close Automation runs checks across QuickBooks Online and Xero clients with Aider, a Karbon company.
Work Templates, Work Scheduler, and client requests come with every Karbon plan. Automatic client reminders and task automation are included in Business and Enterprise plans.
Firms use Karbon to coordinate monthly bookkeeping, tax returns, payroll, and client onboarding. Templates lay out the steps, Work Scheduler creates each period's jobs, client requests collect what's missing, and automators move work between preparers and reviewers.
Start from a free template or build your own. Add the steps, job roles, due dates, recurring schedule, and automators, with no code. Try the workflow on a few clients before rolling it out across the firm. Karbon's group onboarding sessions cover template setup and assigning client work.
Yes. Start with one shared template, then use conditional sections for steps only some jobs need. Sections turn on or off manually or through automators. A tax return template, for example, can include extension steps that appear only for clients who need an extension.
Yes. Set a job to repeat, and Work Scheduler creates it each period with its steps, assignments, and due dates in place. Your team starts every bookkeeping or payroll run with the work already laid out.
Yes, once you’ve set up the request. Send a client request from the work item and set automatic reminders for anything outstanding. Clients see each task and upload files against it. If five reminders go unanswered, an automator moves the work to a "Resend client tasks" status so your team knows to follow up.
Save a work dashboard for each bottleneck. Filter by status to see jobs waiting on clients, by due date to catch overdue work, or by assignee to check workload. Open any work item to see its tasks, owner, and latest client correspondence.
Karbon connects to 100+ apps natively and 5,000+ more through Zapier. With the Ignition integration, a signed proposal creates the client and assigns the work in Karbon. Contact Sync via Zapier pushes new or updated contact details to your other apps.
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