August 31, 2026
August 312026
Engagement pricing summary, post invoices, and custom folder templates
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Present engagement pricing your way, post invoices without emailing to your clients, and set custom folder templates by services.
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.
August 05, 2026
August 052026
End client back-and-forth with Client Questions and AI Document Validation in Aider’s Period Close Automation
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One of the biggest delays during period close is collecting the right information from clients. With Client Questions and AI Document Validation now available in Aider's Period Close Automation, firms can ask questions directly from transactions, keep client conversations connected to the work being reviewed, and help ensure the right documents come back the first time.
July 27, 2026
July 272026
Bulk engagement renewals, more billing visibility, document folder templates, and a refreshed header and side panel
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This release adds several updates across engagements, billing and payments, documents, and the platform. You can now renew engagements in bulk, see every invoice on an engagement's billing tab, and post invoices without sending them. Documents can be organized with default folder templates that carry into the client portal, eSignature supports a set signing order, and Karbon now integrates with Juno for tax return preparation. A new header and side panel also began to roll out in phases.
June 29, 2026
June 292026
Automated engagement renewals, AI-assisted period close, and Gusto integration
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Automate your renewal cycle, accelerate period close with AI, a new look coming to Karbon, plus the Gusto integration now available to all.
May 26, 2026
May 262026
View and pay invoices in Karbon for Clients, extended QuickBooks Online integration, new Triage view options, and more
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Karbon for Clients now supports invoice viewing and payment, so clients can see what they owe and settle up directly in the portal with no extra emails required. The QuickBooks Online Advanced integration has been expanded to cover all Quickbooks Online product tiers.
May 04, 2026
May 042026
Rich text editor for emails now available globally
The new rich text editor for emails in Karbon is now live for all customers.
April 27, 2026
April 272026
Period close automation powered by Aider, create work from engagements, Gusto integration, and more
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Aider period close is now live for all US customers with a completely rebuilt experience, smarter checklists, and deeper Karbon integration. This release also brings the ability to create and configure work directly from the Engagements setup, plus eSignature expiry extensions that preserve existing signature progress, self-service API credential management, and configurable timesheet periods to match your payroll cycle.
March 31, 2026
March 312026
Karbon AI is now available to all customers, plus clearer document visibility and greater control
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Karbon AI is here, with enhanced regional data handling for improved compliance. Also, improvements to document visibility, bulk work creation, and billing accuracy help teams work more efficiently and stay in control at scale.
February 23, 2026
February 232026
Engagements open beta, invoices and payments in Karbon for Clients, and a new Aged AR report in Karbon Analytics
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Manage your entire client lifecycle from first agreement to first payment, all within Karbon. Show unpaid and overdue invoices in the client portal to accelerate payment collection. Plus, a new billing analytics report to help track aging receivables with ease.
January 26, 2026
January 262026
More ways to customize your invoices, duplicate engagements in bulk, and rich text editor for emails
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Customize invoices with flexible layout and editing options. Duplicate engagements for up to 50 clients at once and revert sent engagements to draft. Plus, a refreshed rich text editor for emails, and new integrations with Uncat and Microsoft Teams.