Release Notes

Archive page 5 of 10

July 16, 2018

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.

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June 17, 2018

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.

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May 7, 2018

Today we introduce one of most significant changes ever to Karbon—a revolutionary new way to share emails and collaborate with your team.

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April 20, 2018

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.

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March 19, 2018

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

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February 12, 2018

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

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January 29, 2018

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

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February 26, 2018

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

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May 21, 2018

In this update, we have introduced client groups so that you can group together people and organizations that are related by ownership or financial structure.

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