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Visibility & Control for Accounting Firms

Finally in control of my practice.

G2 Review from Ali Redwood, TaxAssist Accountants

Know where every job stands across your accounting firm, who's working on what, and what’s being said to clients. No blind spots. Nothing falls through the cracks.

See what’s happening and be in control

To lead a firm to practice excellence, you need to see clearly across systems, workflows, team, and clients.

Karbon gives you the single source of truth you've always wanted. Look at the big picture of and see how things are tracking at-a-glance, or hone in on what’s important down to the task level. Everyone has what they need at their fingertips, and the ability to actually do something about it.

A work capacity dashboard in Karbon.

Leading accounting firms use Karbon for visibility and control


Bring all your accounting firm’s tasks, notes, emails, documents, and data together in one place

UI depciting moving cards on a kanban.

Know where every job stands

Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it.

Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to an individual task. Everyone has what they need at their fingertips.

Explore centralised knowledge
Image of a UI showing detailed data about an email's assignment and sharing settings.

Track every interaction automatically

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.

Explore centralised knowledge
An illustration of three methods for tracking billing through Karbon.

Monitor billing realisation

Understand profitability, know the cost of delivery, and accurately price your services.

Track WIP, realisation, and aged receivables with purpose-built dashboards, or build custom API solutions.

Explore billing and payments
A graph illustrating work completed over time.

Optimise staff utilisation

Real-time reports and work dashboards make it simple to track performance. Keep a tight handle on who is completing work, job efficiency, and overall effectiveness.

As work progresses, your insights are updated automatically, equipping you with accurate information to make better-informed decisions.

Explore business analytics
A Practice Intelligence workflow report infographic.

Make data-driven decisions

Get answers to critical business questions about performance, productivity and more. Karbon Practice Intelligence provides you with advanced reporting with visualisation, configuration and API access to your data.

Convert data into well-structured, analysable insights with pre-modeled datasets for work items and time entry analysis. Data is refreshed daily to keep the entire business informed.

Explore Karbon Practice Intelligence

Visibility & Control Features

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.

Karbon Practice IntelligenceUncover critical business insights, align around goals, and bring clarity.More detail

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

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

Ecosystem Integrations and APIIntegrate ecosystem apps to streamline data handling and automate processes.

Time & BudgetsEstimate and track time to understand profitability and allocate resources.

Client AnalysisUnderstand the clients consuming time most and who are your most valuable.

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

Auto-remindersStop chasing clients for missing information. Karbon sends task reminders for you.

Client PortalCollaborate with clients in one streamlined workflow with tasks and document sharing.

Billing & PaymentsConsolidate systems, automate every step, take hours off the billing process.More detail

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

LeaderboardsKeep track of your most effective team members and clients.

Calendar IntegrationOrganise your work, tasks and email into a manageable action plan.More detail

Operating Mechanisms

Download your free Operating Mechanisms template to personalise and use in your bookkeeping or accounting firm.


Risk Management

Download your free SOC 2 Control Activities Pack: Risk Management template to personalise and use in your bookkeeping or accounting firm.


Resource Planning

Oversee your team's capacity, understand workload, and determine when to initiate new work.

Customer Stories

View all stories
Members of the mAccounting team celebrating the company's 15th anniversary.

How mAccounting found their single source of truth

With Karbon as their single source of truth, mAccounting are delivering a world-class experience to each client.

Read story
Change Accountants Accounting Team

How Change Accountants & Advisors achieved full visibility and control

For Change Accountants, Karbon brings email out of silos, giving never-before-seen visibility to discuss, assign, and action.

Read story
Focusing on the best parts of being an accountant with Avalon Accounting

Focusing on the best parts of being an accountant with Avalon Accounting

Karbon takes visibility, clarity and consolidation to the next level for Avalon Accounting — it’s where all their work gets done.

Read story

Total transparency

Karbon allows total transparency across the entire practice, allowing us to maximise efficiencies and streamline processes. We couldn’t work without it!

Natalie Lennon
Natalie LennonTwo Sides Accounting

The one system

Karbon is the one system that everyone opens every morning, and our go-to for all information about clients and work that needs to be done.

Steph Hinds
Steph HindsGrowthwise

Nothing else compares

Have you ever wanted one spot to check email, delegate tasks, manage projects and customers? Karbon is it. Nothing else compares to this robust, all-inclusive system.

Mariel Diaz
Mariel DiazAccounting for Jewelers

Get started with Karbon today.

Explore other benefits of Karbon

In addition to radically improved visibility and control, Karbon customers enjoy more united teams and greater efficiency, increasing morale and productivity.