Keep a finger on the pulse of your accounting practice with Karbon Insights.

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Client leaderboard

Take client satisfaction to a whole new level. Understand which clients consume your team's time most, which clients have outstanding work, and whether your firm is focussing enough on your most valuable clients.

Track your firm's output

With a tight handle on who is completing work, the time it takes to move jobs through your workflow statuses, as well as insights on emails and tasks (coming soon), managing your practice's output has never been easier.

Live, real-time data

Say goodbye to the forever-outdated Excel sheet. As work progresses, your insights get updated automatically, so you can make better-informed decisions based on real and live information.


insights
Lachie headshot

Deep dive into Karbon Insights

If you'd like to see Insights in action to understand how real-time information can help you keep on top of your firm's workflow as well as get a glimpse of what's coming, watch this short demo by Lachlan and Sara.

Watch the 15-minute video

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.

Client tasks

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

Kanban

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

View all features

We hope you find these useful. — Explore

“It’s the first time in my life that I've been able to manage my firm from one page.”

Bernie Ackerman, Founder
BNA CPA & Advisors
Insights BNA Bernie ACkerman

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

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