Increase the satisfaction of your clients by bringing them into your workflow. Shared contact profiles, activity timelines, automated client requests and third-party integrations allow your firm to service more clients even faster.
An always-available 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.
Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.
Automate client data–collection with Client Tasks and Auto-Reminders.
Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.
The moment a client sends documents and comments, you are notified right where you need them.
“Clients are sending me documents now for next year’s tax return and I have all that organized. For anything else that we need, we send a Client Task. They get it, upload what we require, and we receive it straight away. If they forget, we know Karbon is going to remind them.”