Document Management for Accounting Firms

Stop chasing documents and get more work done

Connect your document management system and manage client work files from a single source of truth.

 
 
UI detail with calls to action to connect Dropbox or OneDrive to Karbon

Link your documents and your workflow

Seamlessly integrate with Dropbox or Microsoft OneDrive (including Sharepoint) to share, save and organize your files right from Karbon.
 
 
 
 
 
 
A task checklist showing file upload capabilities

Simplify client document requests and collection

Empower clients to collaborate with you more effectively by requesting and collecting documents through your client portal.
Diagram of three file types being sent to cloud storage

Save critical files where you need them

Quickly copy work data from Karbon, including email, notes, and client tasks, and keep everything in sync.

Auto-create new folders

Karbon does the work for you by automatically creating folders in your DMS for repeating work items.

UI preview of automatic folder creation

Collaborate on files

Share links to DMS files and folders in your Karbon notes, comments and emails, so everyone in the firm can leverage the knowledge.

UI of a comment with inline file attachments

Upload and download documents

Any file attached to a work item or contact can be downloaded individually, or in bulk.

UI depiction of a list of files to be downloaded
 
 

Add more connections to your plan

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