You will find a handful of changes and additions to Karbon today that have been introduced in advance of some exciting new dependant task Automators, which are just around the corner (watch this space!)

Your To-do section brings together everything in Karbon that is your responsibility

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 an enormous 25 enhancements, spanning every section of the app. These changes have all been made as a result of customer feedback and requests.

Today we introduce one of most significant changes ever to Karbon—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. By linking Karbon with GoProposal, you can share client data and automatically create work items when a proposal is accepted.

A key component of capacity planning and resource allocation is being able to estimate and analyze how long a particular job will take.

Work in Karbon is the ultimate place to view and optimize all of the jobs going on throughout your practice.

You most likely have checklists or tasks for your clients that you have created and use outside Karbon

We have introduced a new admin user permission so that you can control which team members can perform certain practice-wide actions.