Practice Management Software for Mid-Sized Accounting Firms

Grow Your Accounting Firm Painlessly

Increase your team’s productivity, collaborate effectively, and stay aligned to achieve shared goals.

Practice management that accelerates your firm

Karbon adapts to the dynamic needs of mid-sized accounting firms. It supports your growth ambitions by keeping projects on track, fostering team collaboration, increasing visibility, and centralizing your operations.

Whether your firm is scaling rapidly or working to optimize existing processes, you and your team are well-prepared to thrive in a competitive market with Karbon.

An abstracted kanban user interface in Karbon with an AI-generated representation of an office behind it.

Mid-sized accounting firms around the world achieve success with Karbon

Robust workflow management for teams

Manage and coordinate jobs with workflow tools that keep your team aligned, on schedule, and more efficient.

Karbon's task templates and customizable workflow automations can standardize your routine processes, keep work moving, and ensure accountability at every step of a client job.

Increase collaboration and visibility

Foster teamwork and transparency with collaboration and communication weaved into every part of your practice management platform.

Add comments and @mention colleagues on emails, tasks, and client accounts to keep your team informed within context. Tag every email, work item, and internal discussion to the corresponding client timeline to provide full visibility into your client statuses.

A Karbon user interface showing colleagues commenting on a work item.

Insights to guide decisions and improve efficiency

Make data-driven decisions, uncover lost efficiency, and know where you can instantly optimize for the most impact.

Understand your team's performance with powerful reporting that draws on your firm's real-time data.

An abstracted workflow report dashboard.

Cutting-edge innovation and AI technology

Harness the power of AI by using the most future-focused practice management platform to do the work for you.

Built on the latest GPT technology, Karbon AI helps you compose and perfect email communication, gain key insights from your existing client data, and know what to action next with smart suggestions and intelligent workflows.

A Karbon user interface showing an email thread in Triage with an AI-generated summary.

Integrate your apps or build custom solutions

Build your ideal tech stack and make work flow with Karbon’s extensive ecosystem integrations.

Whether you want to connect popular accounting and business software with Karbon or develop custom solutions with Karbon’s open API, you have the flexibility to tailor the platform to meet your unique needs.

A grid of logos of the products with which Karbon integrates.

Features Loved by Mid-sized Firms

Work TemplatesStandardize your common processes and workflows in customizable templates.Browse templates

Work SchedulerSet recurring work to repeat on automatic schedules.

Kanban BoardView and optimize all of the jobs going on across your team.

Client Task Auto-RemindersSet up reminders to auto-chase clients until requests are completed.

Client PortalCollaborate with clients in one streamlined workflow with tasks and document sharing.More detail CRMStore your client contacts and key information in a centralized databaseMore detail

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

Shared TriageCollaborate and action emails from shared inboxes with your colleagues.More detail Karbon AILeverage the latest advancements in AI, built into your practice management.More detail Billing & PaymentsAutomate time-tracking, billing and payment collection to save time, reduce accounts receivable and improve cash flow.More detail Karbon Practice IntelligencePlug-and-play dashboards that give you real-time insights to make informed decisionsMore detail Ecosystem Integrations and APIIntegrate ecosystem apps to streamline data handling and automate processes.More detail

Resources for Mid-sized Firms

Karbon Template Library

Customer Stories

How Gauvreau and Envolta used tech to successfully merge accounting practices

Karbon is key
Our teams use it to hold themselves and each other accountable to deliverables. And I use it to make sure we’re on track week to week.
Victoria PetersCFO, Gauvreau

Complete control
We always had an idea of what we want to do, but had no way of tracking it. With Karbon, we can see everything. We can share with everyone how we’re tracking, where we want to be, and what we need to do to meet those goals.
Jason AckermanBNA

Best job management system for accountants
Karbon effectively is where we spend most of our day! Before Karbon, we had to jump between email and a separate job management system. Now with Karbon, everything lives in one place which has a huge effect on our team's communication and overall efficiency.
Josh ZweigCPA, CA, Principal, LiveCA