Manage work seamlessly across your accounting firm
You know where every job stands in Karbon. Align everyone to the same goals, adjust priorities and have confidence that nothing can fall through the cracks.
Project Management Software for Accounting Firms
A visual snapshot of everything across your team.
Know where every job stands. Your Kanban board is the ultimate view of each work item that matters to you at any given time.
In one single view you can track the progression of jobs, identify bottlenecks and ensure nothing is falling through the cracks, with complete confidence that you have the full picture.
Template common workflows to standardize your processes.
Work in Karbon is driven by standardized templates, ensuring processes don’t break and quality is maintained as your team evolves and your business grows.
Customizable statuses, job roles and work types empower your staff to tailor processes to suit the way your team works, streamlining your workflows like never before.
Automate recurring work creation for your clients with schedules.
Don’t waste any more time on low-value admin. Set recurring work to repeat on automatic schedules so that no future client job is missed, no matter how far in the future is planned.
With Karbon, everyone knows every task they need to work on today and what’s coming up next—from every team member to every client.
