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

Client management and communication in one place.

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.

Client Management Communication Record 2 2x2

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.

Client Management Client Tasks Auto Reminders 2x

Simplify and scale your client onboarding.

Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.

Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for your firm.

Client Management Client Onboarding 2x

Client Management Features

Activity Timelines

Automatically compiled history of all emails, notes, tasks and activity relating to a client.

Integrated Email

Every email between your client and anyone on your team, in one single place.

Client Requests

Collaborate with clients and bring them into your workflow with automatic tasks.

Client Groups

Manage people and organizations that are related by ownership or financial structure.

Shared Contacts

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

Auto-Reminders

Let Karbon chase clients for you, with automatic reminders for uncompleted tasks.

Third-Party Integrations

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

Document Storage

Practice files and client documents automatically stored and organized.

Contact Types

Customizable database categories for clients, prospects, suppliers or anyone else.
Karbon customer since 2016
“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.”
Picture of Jason Ackerman
Jason Ackerman, BNA