Back to The only practice management platform built for scale. Popular Features

One single source of truth for your firm’s data.

Karbon is the foundation of your practice, giving you one centralized place for everything. Data is no longer scattered, all that you need to manage your firm is in one cloud-based location.

Know where every job stands, across your entire accounting firm.

Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it.

Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to the task level. Everyone on your team has what they need at their fingertips.

Centralized Knowledge Work In Progress 2x

An automatically-compiled record of all communication, with every client.

Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said, and when that was.

When a client calls you can instantly see where things stand. Managing client relationships has never been easier.

Centralized Knowledge System of Record 2x

Find the information you need, instantly.

With Global Search you can get an instant answer across your entire practice. Just search for what you are looking for to get an up-to-date view of everything. 

See all the latest emails from your entire team, not just what is in your own inbox, view any job and task, or get an update on any client.

Centralized Knowledge Search 2x

Centralized Knowledge Features

Activity Timelines

Shared history of emails, notes, tasks and activity relating to any job or client.

Visibility

View and collaborate on email, clients or work items across your entire practice.

Checklists

Work tasks and sub-tasks ensure everyone knows their own responsibility.

Shared Contacts

Work together on clients with all contact details, work and communication in one place.

Global Search

Everything in Karbon is searchable. Find anything in across your firm in seconds.

Third-Party Integrations

Share data between Karbon and other systems to keep everything up-to-date.

Document Storage

Files and documents automatically stored and organized against clients and jobs.

Work Templates

Standardize your common processes and workflows in customizable templates.

Integrated Email

Every email between your client and anyone on your team, in one single place.
Karbon customer since 2015
“Karbon is the one system that everyone in the team opens every morning, and is our go-to for all information about our clients and work that needs to be done.”
Picture of Steph Hinds
Steph Hinds, Growthwise