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Introducing Karbon, the practice growth tool for accountants.

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Stop working in silos

Karbon unites your team with a single place to work together, where emails and tasks can be assigned to whoever is best for the job, not stuck in your own individual inboxes.

Prioritize tasks

Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.

Work better together

With Karbon, everyone in the practice knows what needs to be done. Stop yelling across the office asking if anybody knows—thanks to Karbon, everyone does.


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checklist

Features loved by accountants

Email

Turn emails into actionable tasks, assign them to colleagues, track by job or client and share with your team so you can all work together.

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Job management

Manage work on the go, plan ahead, assign it to your team, keep up-to-date with progress and ensure nothing falls through the cracks.

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Workflow

Flexible workflow allows you to run your practice your way. Set the status of work, tasks and checklists so everyone knows how it’s progressing.

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Client Tasks

Automate your client chase from start to finish. Assign tasks, schedule reminders and keep track of everything in one place.

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Kanban

View all work across your firm in whichever way makes the most sense to you. You can adjust priorities in real-time.

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Search

Easily find the email, note, contact or project you are looking for with a quick search that scans across your entire practice.

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To-do lists

Know what you need to work on today and what’s next. Easily add a task for yourself, drag it to next week or assign it to a colleague.

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Exchange integration

Login to Karbon with your Microsoft Exchange account and sync your email seamlessly.

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CRM

Manage your relationships, and your clients’ relationships in one place—for all your client’s contact and accounting details.

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Notes

If it relates to a client or job, simply post a note in Karbon for everyone to see, comment on and collaborate.

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Timelines

Keep track of everything with easy to follow timelines of all emails, notes, tasks and activity relating to a job or client.

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Office 365 integration

Login to Karbon with your Office 365 account and sync your email seamlessly.

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'Low priority' filter

The 'low priority' filter lets you focus on your important emails first, and automatically saves the rest to take care of later.

Google integration

Login to Karbon with your Google account and sync your email seamlessly.

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Tasks

Tasks give you a clear view of everything that needs to be done for a job and ensures nothing falls through the cracks.

Mobile

Karbon works on your laptop, iPad or mobile phone so you can get work done wherever you are.

Safe & secure

All your information is encrypted in transit and stored securely using industry-standard technology, so you can work with confidence.

Regular updates

Karbon is updated with new features and improvements every few weeks so you always get the latest version—It keeps getting better.

kanban assignee

“Karbon is not only task management... it's a platform that will transform the way accountants organize their work, communicate with their team, and grow their firms.”

Ian Crook
Tally Accounting
ian crook tally accounting

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