Karbon
Work Management Software for Enterprise Accounting Firms

Collaborative workflow at scale.

Karbon Enterprise supports the unique challenges and complex processes of large and growing firms, while securely maximizing operational efficiency.

Get started to book a demo with Sales and discuss pricing.

Give your firm the power to scale.

Best-in-class security and encryption.

Maintain the integrity, confidentiality and security of your data. Leading technologies and industry best practices are utilized to give you peace of mind.

Unrivalled customization.

Tailor Karbon to suit your unique needs and workflows. Overcome your firm’s biggest challenges and empower your team to do their best work together.

Premium implementation and support.

A dedicated success team, full-service implementation and bespoke training will ensure your adoption is quick and painless. Continue to maximize value with ongoing 24/7 support.

Platform Features

Dedicated Karbon Instance

Option for dedicated data hosting in an Azure local cloud center.

Bulk Data Storage

20GB of storage for each user's data, documents, time and reporting.

Personalized Client Task URL

Option to choose a unique URL for your clients to access their tasks.

Custom Reporting

Access to purpose-built reports and data exports to perform the analysis you need.

Enterprise-grade Security

Maintain the security, integrity and confidentiality of your data.

Account Manager

Dedicated resources to help streamline your workflows and meet your goals.

Exclusive Savings

The smart option for large and scaling firms.

Unlimited Usage Limits

No limit to the number of work items, templates or contacts your can store.

Karbon Roadmap

The opportunity to provide input on new features and designs as Karbon evolves.

Premium Implementation

A bespoke full-service implementation plan to transition your firm efficiently.

Personalized Client Portals

Add your firm’s branding to the unique view of Karbon your client will access.

Premium 24/7 Support

Our highest level of ongoing support gives your team the answers they need.

Premium Implementation

Includes:

Guided data migration of clients, processes, and work items.
In-depth data review and error resolution.
Up to 8 hours of personalized team training.
Assisted setup optimizing Karbon for your practice.
7-step implementation plan and post-live stabilization.

7-Step Implementation Plan

1. Kick Off—Meet with your implementation team to review your plan and set objectives and timelines. (Week 1)

2. Champion Training—Learn the fundamentals of Karbon with video training covering every area of the app. (Week 1)

3. Contact Import & System Setup—Optimize Karbon to your firm with assisted data uploads and configuration of key settings. (Week 1)

4. Process Building—Discover how to build and customize best practice templates and fine-tune your workflow using advanced automation. (Week 1-4)

5. Work Import—Import your client jobs, resolve any data issues and upload any additional processes as work templates. (Week 4-5)

6. Team Training & Go Live—Invite in your team and train them on fundamental and advanced areas of Karbon through pod training. (Week 4-5)

7. Advanced Training—Begin using Karbon across your team, assisted by advanced training and Q&A. (Week 5-6)

World-class Support

Ongoing support lets you maintain confidence as your firm grows and new features are released. We’ll show your team how to implement best practices to ensure you get the most from your investment.

Dedicated Success Team

Guided data migration of clients, processes and work items.

24/7 Priority Support

Get access to top-tier support around the clock, including unlimited in-app chat and on-request call-back.

Ongoing Training

Ensure your team stays up-to-date through quarterly training and exclusive Q&A sessions with a Karbon Expert.

Trusted by accounting firms world-wide.

98%Positive reviews on getapp.com
4.8 stars on getapp.com
98%Service satisfaction rating
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Scale your firm with Karbon Enterprise.