This week we have completely revamped tasks and introduced a preferred name field for contacts, which allows you to better personalize your automatic client task emails.
The latest Karbon update includes a whopping 25 enhancements, spanning every section of the app. These changes have all been made as a result of customer feedback and requests.
We have introduced client groups so that you can group together people and organizations that are related by ownership or financial structure.
Email comments is one of most significant updates to Karbon yet—a revolutionary new way to share emails and collaborate with your team.
Karbon now integrates with GoProposal, the pricing & proposal software that is helping accounting firms grow more profitably.
A key component of capacity planning and resource allocation is being able to estimate and analyze how long a particular job will take. To enable this in Karbon, we have introduced time estimates and budgets on your work items.
We have introduced a new admin user permission so that you can control which team members can perform certain practice-wide actions.
Work in Karbon is the ultimate place to view and optimize all of the jobs going on throughout your practice. But sometimes you may not want to view everything.
You most likely have checklists or tasks for your clients that you have created and use outside Karbon.
A special holiday gift—emojis are now available in Karbon for you to add to your emails or notes. Just select them from the formatting bar to enhance your messages.