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.
Link your documents and your workflowSeamlessly integrate with Dropbox or Microsoft OneDrive (including Sharepoint) to share, save and organize your files right from Karbon.
Simplify client document requests and collectionEmpower clients to collaborate with you more effectively by requesting and collecting documents through your client portal.
Save critical files where you need themQuickly 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.
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.
Upload and download documents
Any file attached to a work item or contact can be downloaded individually, or in bulk.