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.

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.

After two weeks of closed beta, we are now opening our integration with TSheets to all Karbon firms who would like to track time against clients or work.

You'll find new headers across Karbon.

We are introducing a new folder in our quest to help you never again log into your email: Sent.

We always say that Triage is like your supercharged inbox, since you can not only view your emails, but also action them and access all other notifications and activities that require your attention.

Last release saw the introduction of work types, in order to help you group different jobs and pieces of work into specific groups.

Work Types is the first of a series of features that will improve the way you customize your workflow.

Today’s release focuses on improving the way you store and access files and documents in Karbon.