March 22, 2023
March 222023
Contact sync with QBOA, SuiteFiles
It’s all about new integrations. QuickBooks Online Accountant and SuiteFiles are making contact syncing easier than ever before.
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 27, 2023
February 272023
Reporting, invoicing and tax summaries
Billing and Payments beta: A WIP report, amending details on draft invoices, and tax summaries are included in this release.
More detailsFebruary 07, 2023
February 072023
Invoicing improvements, record manual payments
Billing and Payments beta: Invoicing improvements, send invoices via PDF, record manual payments, set external name on work items and edit approved invoices.
More detailsFebruary 01, 2023
February 012023
Karbon Practice Intelligence (KPI) workbook: Repeating Work
The start of 2023 is a great time to get your repeating work items in order. The new Karbon Practice Intelligence (KPI) workbook allows you to do just that—so nothing falls through the cracks.
More detailsDecember 20, 2022
December 202022
Dec 20, 2022
The Karbon Practice Intelligence (KPI) Work Status workbook, allows you to see all work currently active and make critical decisions. It helps you prioritize by due date and distribute work evenly amongst your team to remove bottlenecks.
More detailsDecember 19, 2022
December 192022
Dec 19, 2022
Billing and Payments beta: You can now combine tax and compound rates, amend invoice details, validate addresses and more.
More detailsDecember 05, 2022
December 052022
Dec 5, 2022
Use smart suggestions to complete work faster and easier when sending Client Requests, and truly understand your firm's process flow with the updated KPI work status workbook.
More detailsNovember 17, 2022
November 172022
Nov 17, 2022
Managing your firm has just become easier with Karbon Practice Intelligence’s newest workbook. Karbon Practice Intelligence is more than a reporting tool, it helps you focus on the insights that matter most.
More detailsNovember 14, 2022
November 142022
Nov 14, 2022
Billing and Payments beta: In this release, we’ve improved contacts, and setting tax rates and identification numbers.
More detailsOctober 24, 2022
October 242022
Oct 24, 2022
Billing and Payments beta: Comment on an invoice, remove items from unbilled, branding settings and filter unbilled by Bill to.
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