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.

July 03, 2023

July 032023

Email templates

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

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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May 24, 2023

May 242023

Practice Intelligence workbooks, Billing and Payments beta

The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.

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May 12, 2023

May 122023

External name on work items and work template + Billing and Payments beta

A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.

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May 03, 2023

May 032023

Karbon AI

Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.

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April 20, 2023

April 202023

XPM Integration

The integration between Karbon and Xero Practice Manager is now in beta. Sync XPM and Karbon contacts in minutes and keep all your information centralized and up-to-date.

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April 13, 2023

April 132023

Billing and Payments beta

Billing and Payments beta: The receivables tab allows you to see a breakdown of outstanding and overdue debt, and new permissions have been added to contacts.

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March 23, 2023

March 232023