The CRM Built for Accountants—Manage Clients, Emails, and Workflows in One Place
Go beyond a generic CRM. Karbon combines client management with workflow automation, email collaboration, and real-time visibility—all tailored to accounting firms.
G2
Trusted by thousands of accounting firms in more than 40 countries
Your team, clients, systems, and data in one place
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Experience the Karbon effect.
These findings were obtained through Karbon’s 2024 Firm Usage Survey.
On average, Karbon saves every employee 18.5 hours each week.
3 hours
Saved chasing clients
3.7 hours
Saved managing and completing work and tasks
3 hours
Saved reading, actioning and searching for email
3.9 hours
Saved with more efficient team collaboration
2 hours
Saved automating low-value admin tasks
18% growth
In firm-wide productivity
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