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Karbon

Latest 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.

October 16, 2023

October 162023

Invoice exports, Australian card payments, and KPI credentials

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This release makes it easy to import invoices into QuickBooks Online or Xero, adds the ability to accept card payments from Australian clients, and gives KPI customers one-click credential access.

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September 28, 2023

September 282023

Karbon AI, Triage Icons, Utilization report, Billing and Payments

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Boost productivity with Karbon AI in open beta—available to all Karbon customers. Manage email addresses in user profiles, redesigned Assignment and Cleared Triage icons, Utilization report enhancements, bill by Colleague rate and control budget by amount.

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September 05, 2023

September 052023

Mark email to action later, enhanced user permissions, merge contacts + more

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Action emails on your terms, more control over user permissions, track time based on profile roles. Client team custom fields to oversee work items, and beta test new features—duplicate contacts, bill by colleague rate, and control budgets by amounts.

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August 21, 2023

August 212023

Client Portal two-factor authentication

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Enhance the security of the client portal by offering optional Two-Factor Authentication (2FA) for clients. Plus, it's easier than ever to track and reset client access.

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August 14, 2023

August 142023

Send requests to multiple clients, bulk work creation + Karbon AI

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Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.

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July 25, 2023

July 252023

Email task in a work template

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Create an email task directly in a work template, and use it for future work items.

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July 06, 2023

July 062023

XPM, Practice Intelligence + global search

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Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.

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July 03, 2023

July 032023

Email templates

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One of the most highly requested features by our community—email templates—are now available.

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June 14, 2023

June 142023

Integrations, Practice Intelligence workbooks + beta programs

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Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.

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