Powerful workflow automation software for your accounting firm
Only Karbon provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.
Workflow Automation Software for Accounting Firms
Automatic client data-collection and file storage.
Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.
Attachments are automatically stored and filed against the corresponding jobs the moment a client sends them. You will never lose documents sent via email again.
Template common workflows to standardize your processes.
Standardize your work with Karbon templates, ensuring processes don’t break and quality is maintained as your team evolves and grows.
Customizable statuses, checklists, job roles and work types allow you to document workflows to suit your business, giving your staff the tools to set up detailed work items in seconds.
Schedule recurring work creation for your clients.
Don’t waste any more time on low-value admin. Set recurring work to repeat on automatic schedules so that no future client job will be missed, no matter how far ahead it is planned.
With Karbon, everyone knows each task they need to work on today and what they have coming up next.
