Workflow management for accounting firms
Automate repetitive and time-consuming tasks. Customize templates, checklists, job roles, work types, and more so you can focus on delivering exceptional service.
G2
Trusted by thousands of accounting firms in more than 40 countries
Your team, clients, systems, and data in one place
Full visibility & control
Gain peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, so nothing falls through the cracks.
AI-powered automation
Maximize the impact of every team member by automating tasks, standardizing common processes, scheduling data collection and fast-tracking onboarding.
Crystal clear communications
Unite your entire firm with one place to collaborate on email, clients, jobs, and tasks. Boost productivity and get more done together, whether your team is 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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