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

Keep your finger on the pulse of your practice.

Make better-informed decisions with reports detailing your firm's critical output, efficiency, and client behavior metrics.

Track and analyze your team’s performance.

Easy-to-read reports built specifically for modern accounting firms make it simple to track performance. Keep a tight handle on who is completing work, job efficiency and overall effectiveness.

As work progresses, your insights are updated automatically, equipping you with accurate information to make better-informed decisions. 

Performance Analytics Reporting 2x

Identify bottlenecks and take action before they become blockers.

Look at the big picture and hone in on what’s important to you at any given time, identifying issues that weren’t previously apparent.

Know what changes you need to make and adjust your priorities in real-time before your overall output is impacted.

Performance Analytics Capacity Planning 2x2

Take client satisfaction to a whole new level.

Managing client relationships is easy with everything in one place. Their contact details, jobs, tasks, documents and communication with all team members is available to access anywhere.

Understand which clients consume your team's time most, which clients have outstanding work, and whether your firm is focussing enough on those most valuable. 

Performance Analytics Leaderboard 2x3

Performance Analytics Features

Karbon Insights

Easy-to-read reports detailing critical output and efficiency metrics.

Email Insights (Beta)

Monitor critical KPIs around your team’s email behavior.

Client Analysis

Understand the clients consuming time most and who are your most valuable.

Kanban Board

One single view of all jobs and their progression throughout your practice.

Report Exports

Download client or work data as spreadsheets to perform your own analysis.

Leaderboards

Keep track of your most effective team members and clients.

Work Lists

Customizable views of your most important jobs, with the information that matters most.

Time & Budget Estimates

Estimate time and budget for every job to help make better-informed decisions.

Time Tracking

Integrate with TSheets to track time against clients or jobs.

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Karbon customer since 2015
“We can quickly see in Karbon where we are failing and what roadblocks we need to overcome. There is accountability now that we never had before. It’s not just staff saying that they’re going OK, I can see for sure how we are tracking.”
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Joe Carufe, Two Roads