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.
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.
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.
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.
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.
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.
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.
Close out the year with clearer insights and smoother workflows. This release introduces the Portfolio Performance Dashboard, smarter tools for managing tax deadlines and bulk updates, cleaner invoicing, improved QBOA syncing, and an enhanced integration with TaxBandits.
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