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.
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.
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.
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.
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.
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.
You now have the option to pass on some or all of the card processing fees to your clients, making payment processing with Karbon even more cost-effective.