Tenez-vous au courant des nouvelles caractéristiques et des fonctionnalités chez Karbon. Chaque mise à jour du produit vise à mieux répondre aux demandes des clients, à renforcer les performances, et à améliorer le quotidien professionnel des clients.
AI is revolutionizing the accounting industry, and Karbon AI is at the forefront—helping firms work smarter, not harder. With AI-powered automation, you can eliminate busywork, streamline communication, and gain valuable insights into your client relationships. Our latest features for quick replies and summarizing work conversations ensure you spend less time on manual tasks and more time delivering value.
Get a sneak peek of what Karbon is building for Engagements, explore the new Billing dashboard in KPI, and use Karbon AI to get quick snapshots of must-knows about your clients.
This Karbon update is headlined by AI-driven improvements for email composition and refinement. Plus, there are new ways to simplify bulk reassignment tasks, helping you efficiently manage work assignments and schedules.
Karbon's eSignatures & Approvals features are now available in Karbon for all customers, empowering users to collect digital signatures and client approvals directly within Karbon workflows.
Service types in Karbon give you a powerful new way to categorize and manage your work, aligning Karbon’s workflow structure with how your firm sells and delivers services. And after successful beta programs, contact segmentation is now available to all customers.
Create dynamic customized views of your contacts to filter, organize, and take targeted actions for specific groups. This release also adds AI generated quick replies for emails, smart suggestions for assigning colleagues to work, Karbon Billing enhancements, and more.
Create work for up to 100 clients at once, integrate directly with Anchor for proposal-to-payment automation, and connect Karbon Billing and Payments with QBOA in Australia.
This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized.