Introducing Karbon, the practice management and growth tool for accounting firms.

54 sec video
steph agus talking at event

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.


Get a free demo
kanban assignee

Popular features

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.

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.

Client tasks

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

CRM

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

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.

Kanban

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

Document management

Practice files and client documents automatically stored and organized.

Insights

Keep a finger on the pulse of your practice with reports detailing your team’s critical email, workflow, and client metrics.

Time & budget estimates

Track how long you expect a piece of work to take, assign a dollar value to it, and analyze this information to make better-informed decisions across your entire practice.

GoProposal integration

Share client data between Karbon and GoProposal and trigger workflows automatically when a proposal is accepted.

TSheets integration

An integration built for firms that want to track time to measure performance and efficiency against clients or jobs.

Quickbooks Online integration

Connect with your QuickBooks Online account to populate and manage your clients' company details inside Karbon.

Companies House integration

Save time and reduce human error from manual data entry by importing client records based on UK Companies House details.

Global search

Instantly find the email, contact or work item you need with a quick search that scans across your entire practice.

Safe & secure

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

Private contacts

Control the visibility throughout your firm with three levels of privacy that you can adjust at any time.

Notes

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

Timelines

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

Office 365 integration

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

Exchange integration

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

Google integration

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

'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.

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.

Regular updates

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

Show me more Get a free demo
checklist

Choose a demo

  • Join us for a 30-minute live demo of Karbon.

  • This 20-minute video gives you a quick overview of Karbon and what it can do for your firm.

  • Start your free 14-day trial today to see for yourself.

Get your free demo

Thank you.