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Collaboration & Connectivity for Accounting Firms

The perfect program for team collaboration and accountability.

G2 Review from Katherine White, Ivory Planning Group

Unite your accounting firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

Connect your team and get more done together

Smooth collaboration is key to a firm's success, but with disparate systems, siloed communication, and distributed teams, it's often hard to attain.

Karbon unites your team with a single place for communication, email, jobs, clients and planning. Collaboration is in-context of client work so there's no confusion or app-switching. And whether they are in the office or working remote, your team has what they need at their fingertips.

UI displaying Karbon Triage.

Leading accounting firms use Karbon for collaboration and connectivity


Combine email, discussions, tasks, and workflows together for powerful teamwork

Karbon Triage UI showing team inboxes.

Integrate your email and workflow

Only Karbon truly integrates email into your workflow, and all communication between staff and clients is consolidated in automatic audit trails.

Put an end to blind spots and give everyone access to the communication that matters, both internal and external, no matter the source. Total visibility gives your team the answers they need to make the right decisions for your clients and your business.

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UI depicting team members commenting on a work item.

Collaborate in context

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.

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A task checklist in Karbon.

Ensure every task is accounted for

Flexible checklists empower your team to work seamlessly together. Everyone knows what their responsibility is and can keep track of how things are progressing overall.

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.

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A calendar event creation popup.

Integrate calendar into your workflow

Connect your Google or Outlook calendar to Karbon and stay ahead of your workload. Schedule, join, and manage your meetings in the same place that you plan your work.

Drag and drop items from My Week to your calendar to allocate time for important work. Plan your day, week, or month and know exactly what you need to do and when.

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A grid of logos from programs with available Karbon integrations.

Connect your current apps

Supercharge Karbon by integrating your email and other ecosystem apps to streamline your data and automate common processes in one place.

Go from idea to implementation smoothly with Karbon’s API and documentation. Bring custom solutions to life in the language of your choice; Java, JavaScript, Objective-C, C#, PHP, Python, or Ruby.

Explore ecosystem integrations and Karbon API

Collaboration & Connectivity Features

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

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

MentionsNotify individuals, specific groups, or your entire team with intelligent user notifications.

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

ChecklistsWork tasks and sub-tasks ensure everyone knows their own responsibility.

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

Kanban BoardView and optimise all of the jobs going on across your team.

NotesDiscuss clients or jobs with notes for everyone to see, comment on and collaborate.

Customer Stories

More connected to my team

Karbon has enabled us to cope well with working remotely. I feel more connected to my team and work compared to when I was actually in the office!

Aidan Malone
Aidan MaloneMalone Accounting Ltd

Helps our team stay up-to-date

Karbon helps our team stay up-to-date with everything going on and work together in a much more efficient way.

Megan Burger
Megan BurgerThe Bottom Line

Work better as a team

Karbon gives us the ability to plan ahead and shift work forward or back as needed, and to work better as a team by helping each other with assigned work.

Lauren Thiel
Lauren ThielThe Real Thiel

Get started with Karbon today.

Explore other benefits of Karbon

In addition to improved collaboration and connectivity, Karbon customers enjoy enhanced visibility and greater efficiency, increasing control and productivity.