May 08, 2025
May 082025
Xero Integration
Connect Xero and Karbon to keep your client contacts effortlessly in sync. Plus an exclusive Karbon and Xero promotion for US accounting firms.
Pour en savoir plusDernières mises à jour des fonctionnalités
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.
May 02, 2025
May 022025
Google Drive integration, CRM upgrades, and billing updates
Connect Google Drive and Karbon to manage and sync documents effortlessly between the two systems. Plus, protect client data with granular contact permissions and have more billing flexibility by sending invoices to multiple recipients.
Pour en savoir plusApril 02, 2025
April 022025
Create custom contact fields and use Quick Collect to override a scheduled payment
Gain more control and flexibility of client data with custom contact fields and contact segments, bill more efficiently by using Quick Collect to override a scheduled payment, and more.
Pour en savoir plusMarch 12, 2025
March 122025
Custom fields, Google Drive, and enhanced Billing features
Manage clients more easily with custom CRM fields, streamline work with bulk reassignments, simplify billing with new debt management features, and seamlessly store and collaborate on documents with Karbon’s new Google Drive integration.
Pour en savoir plusFebruary 26, 2025
February 262025
Document management enhancements, AR import, and Karbon AI updates
Manage documents more efficiently in Karbon, bulk import your accounts receivables from another billing tool, and let AI do the guess work when assigning emails to Work or Contact Timelines.
Pour en savoir plusFebruary 26, 2025
February 262025
Karbon Billing and QuickBooks Online Accountant Integration available to all customers
Sync your contacts, invoices, and payments between Karbon and QuickBooks Online Accountant (QBOA) to track the scope and profitability of every client and project.
Pour en savoir plusFebruary 12, 2025
February 122025
AI quick replies and conversation summaries
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.
Pour en savoir plusFebruary 10, 2025
February 102025
HubSpot Integration
Sync HubSpot Contacts to Karbon to eliminate data silos, enable prompt client onboarding and service delivery, and drive higher client satisfaction.
Pour en savoir plusFebruary 03, 2025
February 032025
Engagements, a new Billing dashboard, and Karbon AI client summary open beta
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.
Pour en savoir plusJanuary 15, 2025
January 152025
Leverage AI for email composition and refinement
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.
Pour en savoir plus
