Practice Management Software for Private Equity

Practice Management Software to Ensure M&A and Private Equity Success

Karbon increases efficiency, improves margins, and provides unmatched visibility into portfolio performance.

Practice Management Built for Growth

Whether you are a private equity investor or seeking to buy or sell accounting firms through M&A, the right practice management solution is one of the most important ingredients to success.

Karbon is the #1-rated cloud-based practice management platform designed for growth-minded accounting firms. It increases a firm’s efficiency and productivity by combining teams, clients, systems, and data together in one place.

With powerful visibility into portfolio performance, AI embedded throughout, and enterprise-grade security, Karbon will ensure productivity and margins can be maximized without disrupting existing workflows.

Trusted by Growing Firms Worldwide

Scale your portfolio firms with Karbon

Expand margins

Automated tasks and actionable analytics reduce administrative burden and increase billable hours.

Manage resources

Assign the right person for the right task to reduce cost to serve and maximize service.

Integrate systems

Flexible API structure and hundreds of existing integrations makes Karbon the center of your technology universe, regardless of design and scale.

Report on portfolio performance

Unify firm data across your portfolio to identify top-performing segments, leverage best practices across the business and benchmark performance at scale.

With unmatched reporting, you can uncover critical business insights, identify growth opportunities, and make instant improvements, whether it’s for one business or many.

An abstracted workflow report dashboard.

Optimize utilization and realization

Real-time reports and work dashboards make it simple to track performance. Keep a tight handle on who is completing work, job efficiency, and overall effectiveness.

Allocate your resources optimally through Karbon’s capacity planning to drive utilization over 70%, and measure profitability by firm, staff, and service to increase margins.

A realization dashboard in Karbon, a window with code showing an API call to fetch overdue invoices in Karbon, and logos indicating integrations for Power BI, Microsoft Excel, and Zapier.

Run your firm your way

Karbon provides an open ecosystem built with powerful API capabilities to connect to best of breed solutions of choice.

Adapt to changing requirements, leverage new technologies as they emerge, and access data on any device with tools that work for your firm.

A grid of product logos showcasing some of the many apps with which Karbon integrates, including OneDrive, Dropbox, Slack GMail and many others.

Buy and sell high-performing accounting firms

Practice Marketplace by Karbon is an exclusive marketplace for Karbon firms looking to sell or acquire.

It’s a free and private way for high-performing accounting firms to connect, negotiate, and explore potential mergers in a secure, streamlined environment.

Explore Practice Marketplace

AI-powered practice management

Automate tasks, work faster, strengthen client relationships, and future-proof your firm.

Summarize long email threads and discussions. Compose and reply to emails in your brand tone. Boost efficiency with intelligent workflows. Automate manual tasks to save time and improve productivity.

Privacy is always maintained. Data is secure and stays within Karbon, alongside all your other data.

Enterprise-grade security

Best-in-class security built in every step of the way provides peace of mind that your data and privacy are protected.

Karbon’s web application product is SOC 2 Type 2 certified. This certification is issued after an annual audit that thoroughly evaluates Karbon’s security practices.

A list of badges detailing security features: SOC 2 Type II security certification, GDPR compliance, automatic data backup, and privacy protection.

With Karbon everything is there
We can see history from long before the merge for either side, ensuring we can answer questions as a complete group with the complete picture.
— Victoria Peters