Controlled visibility throughout your firm with private contacts

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Choose who can see what

You may not always want to provide complete visibility to your team. Control the access to sensitive contacts, organizations and work.

Three levels of privacy

With three separate privacy levels, you can choose how much access team members have to any client and their related work.

Adjust settings on the go

As changes arise, authorized team members can easily adjust settings to suit what you need.


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Feature demo — Teams & private contacts

Lachlan demonstrates how you can control the visibility you provide throughout your practice, with Karbon’s Teams & privacy settings.

Watch the 15 min video
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“Karbon has transformed our office by combing our workflow, task management, checklists, internal communications and emails into one platform.”

Leah Welsh
Strategic Accounting Solutions
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