Karbon for Enterprise

A complete package for teams that need customization and a premium platform to collaborate at scale.

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

Karbon Enterprise combines the most advanced practice management functionality with premium implementation and support.

Dedicated Karbon InstanceOption for dedicated data hosting in an Azure local cloud center.

Bulk Data Storage20GB of storage for each user's data, documents, time and reporting.

Personalized Client Task URLOption to choose a unique URL for your clients to access their tasks.

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

Enterprise-grade SecurityMaintain the security, integrity and confidentiality of your data.

Account ManagerDedicated resources to help streamline your workflows and meet your goals.

Exclusive SavingsThe smart option for large and scaling firms.

Unlimited Usage LimitsNo limit to the number of work items, templates or contacts you can store.

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

Personalized Client PortalsAdd your firm’s branding to the unique view of Karbon your client will access.

Premium 24/7 SupportOur highest level of ongoing support gives your team the answers they need.

Premium Implementation

Guided data migration of clients, processes, and work items.
Project management from beginning to end, to meet your needs as a firm.
Custom implementation plan to fit your needs as a firm.
Team-focused process optimization.
Multiple live training sessions via Zoom, covering all areas of the platform.
Additional education and insights once live to accelerate your firm with Karbon.

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 TeamGuided data migration of clients, processes and work items.
24/7 Priority SupportGet access to top-tier support around the clock, including unlimited in-app chat and on-request call-back.
Ongoing TrainingEnsure your team stays up-to-date through quarterly training and exclusive Q&A sessions with a Karbon Expert.