Run your practice your way, with Karbon's workflow management tool.

55 sec video
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Optimized workflows

Custom statuses, work types and templates empower your staff to standardize processes, identify bottlenecks and streamline workflows like never before.

Do your best work

With powerful task management and the ability to break out of email jail, everyone knows what they need to work on today and what’s coming up next.

Scale with confidence

By bringing emails and clients into your workflow and connecting with leading systems, Karbon allows your firm to run smarter and faster and gear up for scale.


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“This may be the single greatest piece of technology I've ever personally worked with. It actually works the way we need it to work.”

Danie Ives
Adjusted Balance Inc.
danie ives adjusted balance inc

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Popular features

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.

To-do lists

Know what you need to work on today and what’s next. Easily add a task for yourself, drag it to next week or assign it to a colleague.

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