Reduce manual work, eliminate context switching, and increase capacity and client responsiveness, all without adding headcount.

AI features included:

• Client summaries: A single brief combining emails, notes, work items, and billing data for every client.

• Work conversations summaries: Instantly see key highlights and recent updates on any work item.

• Email summaries: Distill long email threads and internal discussions into the essentials.

• Compose and refine emails: Draft emails that adhere to your firm’s writing style, every time.

• Quick replies: Editable response suggestions so you can reply in seconds.

• Create email from tasks: Auto-draft client emails from tasks, reflecting your progress and any notes you add.

• Smart suggestions: Instantly assign colleagues and contacts based on prior work history.

What's new

• AI data sovereignty: Karbon AI processes all data exclusively within the region where your Karbon data is stored, which means no cross-region data transfers. This satisfies recent regulatory requirements in some regions.

• Expanded client summaries: Client summaries now draw from 10x more context by pulling in 100+ notes and timeline entries instead of 10, so you always have the full picture before client interactions.

Client-level documents are now easier to browse, filter, and manage. You can view all files related to a client in one place, including files uploaded by clients, files shared with clients, and recently added files.

This gives teams better visibility into client documents and makes it faster to locate, share, and confirm file status. This feature is rolling out progressively over the coming weeks.

Learn more about browsable files in the Help Center.

Bulk work creation now gives you more flexibility when setting up recurring work at scale. You can configure work and task creation timing, remove individual clients before finalizing a run, and assign client groups during setup. This helps firms reduce rework, avoid manual cleanup, and manage large bulk runs with more confidence.

You can now easily update work statuses on work items in bulk via the Karbon app directly. Select up to 100 items in the Work List, and apply a desired new work status across all selected work items at once.

You can now add a custom background image to Karbon for Clients, giving your firm more control over the client portal experience and helping create a more polished, branded experience for clients.

Learn more in the Help Center.

Signed client engagements can be downloaded as a PDF directly from Karbon. When all signatories sign your engagement, a copy is automatically sent your client. This makes it easier to keep engagement records, support compliance needs, and share a clean, client-ready version without extra manual work.

Engagements is available in open beta to all customers by request. You can take a sneak peek of its latest capabilities in the overview video.

You can now move time entries to the correct client or work item directly within a draft invoice. This removes a tedious correction process, helps billing admins fix mistakes faster, and reduces manual rework during invoicing.

Karbon now highlights when invoice due amounts do not match between Karbon and Xero. This helps you quickly identify discrepancies, reduce manual checks, and maintain accurate financial records.

The integration with Jump, a meeting assistant for Financial Advisors, brings AI-powered meeting summaries, notes, and follow-up tasks directly into Karbon. Client conversations are automatically captured, structured, and added to contact timelines, with tasks created and assigned based on discussion outcomes. This reduces manual admin work and ensures nothing falls through the cracks after meetings.

Learn more about the Jump integration.

The FinOptimal integration provides real-time visibility into automated workflows directly within Karbon work items. Teams can see when workflows ran, whether they completed successfully, and if balances reconcile all without leaving Karbon. This helps reduce status-checking, improves confidence during close, and keeps all supporting context in one place.

Learn more about the FinOptimal integration.

The FuseSign integration automatically syncs client contact details from Karbon into FuseSign, ensuring accurate signer information for engagement letters and other documents. With hourly updates and a single source of truth for contacts, firms can eliminate duplicate data entry, reduce errors, and streamline document signing workflows.

Learn more about the FuseSign integration.

The Filed integration brings AI-powered document validation and preparation into your Karbon workflow. Work items and client documents can be sent directly to Filed for processing, where AI reviews, validates, and prepares outputs automatically. Once complete, results, status updates, and review notes sync back to Karbon timelines to help teams reduce manual work, speed up turnaround times, and maintain a clear audit trail.

Learn more about the Filed integration.

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.