August 21, 2023
August 212023
Client Portal two-factor authentication
:format(avif))
Enhance the security of the client portal by offering optional Two-Factor Authentication (2FA) for clients. Plus, it's easier than ever to track and reset client access.
Dernières 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.
August 14, 2023
August 142023
Send requests to multiple clients, bulk work creation + Karbon AI
:format(avif))
Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.
July 25, 2023
July 252023
Email task in a work template
:format(avif))
Create an email task directly in a work template, and use it for future work items.
July 06, 2023
July 062023
XPM, Practice Intelligence + global search
:format(avif))
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
July 03, 2023
July 032023
Email templates
:format(avif))
One of the most highly requested features by our community—email templates—are now available.
June 14, 2023
June 142023
Integrations, Practice Intelligence workbooks + beta programs
:format(avif))
Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.
May 24, 2023
May 242023
Practice Intelligence workbooks, Billing and Payments beta
:format(avif))
The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.
May 12, 2023
May 122023
External name on work items and work template + Billing and Payments beta
A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.
May 03, 2023
May 032023
Karbon AI
:format(avif))
Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.
April 20, 2023
April 202023
XPM Integration
:format(avif))
The integration between Karbon and Xero Practice Manager is now in beta. Sync XPM and Karbon contacts in minutes and keep all your information centralized and up-to-date.