Your premium accounting client portal
Real-time updates and smart notifications
Keep clients informed with progress updates and automated alerts, ensuring no critical details are missed.
Task management
Call attention to urgent client tasks while providing visibility into shared work pulled from Karbon.
Multi-channel communications
Reach clients effortlessly via email, push notifications, or in-app notifications.
File sharing and document management
Securely share files, collect client documents, and effortlessly manage uploads and sensitive data through organized Karbon workflows.
Explore document management in Karbon.
eSignatures and approvals
Simplify the signing and approval process, with easy access to signed agreements.
Explore Karbon eSignatures & Approvals.
Customizable, branded experience
Strengthen client trust by personalizing portals with your firm's logo and colors.
Billing and payments
Deliver client invoices and quickly collect payments.
Explore Karbon Billing & Payments.
Mobile app
Clients can download the Karbon for Clients app from the Google Play Store or App Store for mobile access.
Time Savings Calculator
Karbon for Clients could add $516,429 of value to your firm
That’s an additional 7 full-time and 1 part-time employees through automating the collection of client data.
Frequently Asked Questions
When will Karbon for Clients be available?
The new Karbon for Clients client portal will be released in phases beginning in February 2025. If you are a current Karbon customer and would like early access, register your interest here.
Can I use my own branding in Karbon for Clients?
Absolutely. Karbon for Clients lets you brand your client portal with your firm’s logo and colors.
What can my clients see when they log in to Karbon for Clients?
Clients gain full visibility into their ongoing and completed tasks. This includes document uploads, approvals, and communication history, giving them complete transparency at every stage all from one easy to access client portal.
What languages are supported by Karbon for Clients?
Build global client relationships with portals in English, French, Dutch, or Spanish.
How does my client sign up for Karbon for Clients?
When you enroll a client in Karbon for Clients, Karbon will send them an invitation email containing a unique ‘magic link’ to a secure, guided account set up. You’ll also have your own unique link to your client portals. Share it via email or include it on your website for easy access.
How do my clients log in to Karbon for Clients?
Karbon for Clients is accessed through a secure magic link, which is a unique URL generated every time a client request is sent. When a client accesses the tasks sent to them, the link in the email is then associated with that device. This means that client requests are only accessible from that device. Flexible client-level security options include the ability to require two-factor authentication for sign in and access to client requests.
Are magic links and the Karbon for Clients software secure?
Yes. Karbon takes our responsibility for our customers’ and their clients’ data security seriously. The client portal is a Karbon platform feature that allows trusted advisors to engage with their clients and share information in a manner that is more secure than email. Flexible client-level security options include the ability to require two-factor authentication for sign in and access to client requests. For more information, refer to the Client Portal security statement.
Is Karbon for Clients cloud-based?
Yes. The client portal and the underlying IT computing environment that operates its functionality are cloud-based. This ensures accessibility from anywhere, on any device, without the need for on-premises hardware. It also provides robust security, automatic updates, and seamless scalability, making it an efficient and reliable solution for modern accounting firms.
How much does Karbon for Clients cost?
The Client Portal is included in the price of both the Team and Business Karbon subscriptions. Refer to Karbon pricing plans.
Can I upload tax returns to Karbon for Clients?
Yes. The platform supports secure document sharing, allowing your team and clients to upload, download, and share attachments like tax returns, financial statements, and more.
Is there a Karbon for Clients mobile app?
Yes. Client portals can be accessed via the Karbon for Clients mobile app available from Google Play and the Apple App Store.
What is accounting client portal software?
Accounting client portal software is a secure online platform that facilitates seamless communication and collaboration between accounting firms and their clients. It serves as a centralized hub where clients can upload documents, review tasks, track project statuses, and access financial records, all in one place. Client portals are designed to streamline interactions, enhance transparency, and improve the client experience while reducing manual tasks for accountants.
Why is it important to have a client portal for accountants?
A client portal is essential for accountants because it provides transparency, improves communication, and enhances efficiency. It allows clients to access real-time updates on their projects, securely share documents, and complete tasks like approvals or eSignatures—all without relying on emails or calls. For accounting firms, client portals save time, reduce follow-ups, and ensure a smoother workflow, ultimately leading to higher client satisfaction and retention.
How does accounting client portal software streamline client management?
Accounting client portal software simplifies client management by automating key tasks and centralizing communication. Features like automated reminders, real-time status updates, and smart document organization ensure that clients stay engaged and on track without constant follow-ups. Secure file sharing, eSignatures, and an integrated task management system reduce manual effort and improve accuracy. This streamlined approach allows accountants to focus on delivering exceptional service rather than chasing documents or updates.
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