February 10, 2025
February 102025
HubSpot Integration
Sync HubSpot Contacts to Karbon to eliminate data silos, enable prompt client onboarding and service delivery, and drive higher client satisfaction.
More detailsLatest Feature Updates
Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
February 03, 2025
February 032025
Engagements, a new Billing dashboard, and Karbon AI client summary open beta
Get a sneak peek of what Karbon is building for Engagements, explore the new Billing dashboard in KPI, and use Karbon AI to get quick snapshots of must-knows about your clients.
More detailsJanuary 15, 2025
January 152025
Leverage AI for email composition and refinement
This Karbon update is headlined by AI-driven improvements for email composition and refinement. Plus, there are new ways to simplify bulk reassignment tasks, helping you efficiently manage work assignments and schedules.
More detailsDecember 19, 2024
December 192024
eSignatures & Approvals general release
Karbon's eSignatures & Approvals features are now available in Karbon for all customers, empowering users to collect digital signatures and client approvals directly within Karbon workflows.
More detailsDecember 18, 2024
December 182024
Credit notes, quick collect, remove payment method + more
This release introduces several highly requested updates to enhance your workflow and provide greater flexibility in managing billing and client data.
More detailsDecember 04, 2024
December 042024
Organize and manage work with service types
Service types in Karbon give you a powerful new way to categorize and manage your work, aligning Karbon’s workflow structure with how your firm sells and delivers services. And after successful beta programs, contact segmentation is now available to all customers.
More detailsNovember 20, 2024
November 202024
Contact Segments: Enhanced contact management with custom views
Create dynamic customized views of your contacts to filter, organize, and take targeted actions for specific groups. This release also adds AI generated quick replies for emails, smart suggestions for assigning colleagues to work, Karbon Billing enhancements, and more.
More detailsNovember 06, 2024
November 062024
Bulk work creation enhancements, QBOA for Australia + Anchor integration
Create work for up to 100 clients at once, integrate directly with Anchor for proposal-to-payment automation, and connect Karbon Billing and Payments with QBOA in Australia.
More detailsOctober 24, 2024
October 242024
Client statements, engagements filtering + more
This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized.
More detailsOctober 14, 2024
October 142024
Client communication reporting, AI work conversation summaries + more
Use the Client Communication KPI Workbook to visualize email activity, improve client service, and boost efficiency. This Karbon update also adds AI summaries for work timelines, repeating work improvements, and UK direct debit.
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