Controlled visibility throughout your firm with private contacts

email header image 3

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.

Get a free demo
Lachie headshot

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
private contact

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

Leah Welsh
Strategic Accounting Solutions
leah welsh strategic accounting solutions

Popular features


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.


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

Useful guides, articles, videos, tips & tricks — Explore

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

Thank you.