Work Management Software for Enterprise Accounting Firms

Connect Karbon to the tools you love

Supercharge Karbon by integrating your email and other ecosystem apps to streamline your data and automate common processes—all in the one place.

Integrate with an ever-increasing suite of apps

Gmail

Bring your email into your workflow, create tasks, add comments and share with colleagues.

Microsoft Office 365

Discover a more efficient and action-driven way to manage your Office 365 email.

Microsoft Exchange

Every email between your client and anyone on your team, in one single place.

Companies House

Up-to-date company details from Companies House records pulled directly into Karbon.

Intuit Practice Management

Confidently deliver for your clients with practice management integrated with Intuit Tax.
Learn more

Liscio

Deliver a seamless experience for your clients from the very first conversation.
Learn more

Connect4

Seamlessly integrate actions set in client meetings into your team’s workflow and client work delivery.
Learn more

How Envolta Cloud Accounting is building their ultimate tech stack

David DiNardo shares how Envolta is leveraging the best systems and processes to focus on customer service, the advisory role, and delivering the best experience to their clients.

Read their story

Build custom solutions, painlessly

Go from idea to implementation quickly and painlessly with Karbon’s API and documentation. Bring custom solutions to life in the language of your choice; Java, JavaScript, Objective-C, C#, PHP, Python, or Ruby.

View the API Docs

Organizations
Contacts
Work Items

GETapi.karbonhq.com/v3/organizations

{
Full_Name: 'Acme Inventions',
Phone_Number: '98764331',
Website: 'https://www.acme.com',
Organization_Key: 'ZGNmtYyLm4z'
},
{
Full_Name: 'Tailspin Toys',
Phone_Number: '12345678',
Website: 'https://www.tailsping.org',
Organization_Key: '24Hv2zPkLXXn'
},
{...}

GETapi.karbonhq.com/v3/contacts

{
Full_Name: 'Karbon HQ',
Business_Card: {Address: '2400 Bridgeway, Ste 280, Sausalito,
CA 94965',
Phone: '+61 2123 45678',
Websites: ['https://www.karbonhq.com',
'https://developers.karbonhq.com'
],
Email_Addresses: ['enquiries@karbonhq.com',
'partnerships@karbonhq.com'
],
},

Client_Owner: 'steven@karbonhq.com',
Client_Manager: 'ariel@karbonhq.com',
Contact_Type: 'Supplier',
},
{...}

GETapi.karbonhq.com/v3/workitems/2xfLM...

{Client_Name: 'Reach Foundation',
Work_Template_Title: 'Tax Return Template',
Title: 'Tax Return 2021',
Description: 'Annual Tax Return for Reach',
ClientType: 'Contact',
Assignee_Name: 'Amy Urrútia',
Assignee_Email_Address: 'amy@karbonhq.com',
Start_Date: '2020-08-17T00:33:03.4987684Z',
Due_Date: '2020-09-10T00:33:03.4987684Z',
Work_Type: 'Accounting',
Work_Status: 'Ready To Start',
To_Do_Period: '2021-01-10T00:00:00Z',
Estimated_Budget: '$3500',
}

See what you can build with the Karbon API

Data Sync icon: three arrows in a circle

Integrate and sync client data

Integrate your existing CRM system to take actions on Client Groups or Contacts. Avoid entering data in multiple systems, keep Karbon up-to-date, and ensure your whole practice operates effectively.

Work icon: A briefcase with a dynamic, spinning arrow

Create and manipulate work

Do more with your workflow by taking actions on Work or Templates, creating Notes, or uploading files. Retrieve, create or search for users and organizations.

Workflows icon: a node splitting into a tree of nodes

Develop bespoke workflows

Trigger updates in your custom solutions when work status changes, create custom reports for executives, or bulk update client data across systems. Use your data in any context to keep your firm at its most productive.

Extend your product reach: Partner with Karbon

Are you a B2B SaaS company? We work with vendors to bring together systems, people and data to improve the way accounting firms work. Join us in this effort to maximize customer experiences, reach new users and innovate together.

Email partnerships@karbonhq.com