Connect your clients and your accounting firm
Engage with your clients, securely share information, and communicate with ease.
Collect information painlessly.
Assign client tasks and use magic links for easy document sharing. Schedule automatic reminders and let Karbon chase the information for you to track progress of outstanding items.
Communicate in context.
Client comments and documents are organized in Karbon so your team has everything they need to take action and respond faster.
Empower your clients.
Bring structure to your client relationships and be a true extension of their business. A secure and private login makes it easy for your clients to stay across their tasks, find documents and communicate with your team.
Customize your client experience.
Add your firm's logo to create a familiar, branded experience. Encourage clients to access the link through your website and emails to make collaboration seamless.
Connect in multiple languages.
Improve engagement with your non-English speaking clients by translating your Client Portal into French, Dutch, and Spanish.
Stop chasing clients for missing information. Automatic reminders are sent to clients, allowing your team to focus on helping their businesses succeed.
Karbon’s Client Portal 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.