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.
More detailsLatest 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.
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.
More detailsMarch 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.
More detailsFebruary 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.
More detailsJanuary 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.
More detailsDecember 15, 2025
December 152025
Track firm-wide revenue performance with the new Portfolio Performance Dashboard, plus updates for engagements-to-payments and integrations
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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.
More detailsDecember 04, 2025
December 042025
The StanfordTax integration is live 🎉
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Smart, automated organizers and workpaper binders are now available through the new Karbon and StanfordTax integration.
More detailsNovember 24, 2025
November 242025
Mobile push notifications for client requests, engagements, StanfordTax integration, and more
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Reduce the client chase with automatic mobile push notifications, and preview what’s coming soon to engagements and the StanfordTax integration.
More detailsOctober 27, 2025
October 272025
Xero payments sync, progress reports, time tracking updates, and more
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This release brings Karbon’s full Xero integration to life, syncing contacts, invoices, and payments seamlessly between both tools. Progress reports are now available to all, giving you greater visibility across tax and other high-volume workflows.
More detailsSeptember 29, 2025
September 292025
Optimize tax workflows with client organizers and progress reports, Delegated Triage, and billing enhancements
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Expedite client intake with StanfordTax’s client organizers and binders embedded in your work items. Visualize and track all tax work in progress reports. Keep communication flowing even when you’re away with Delegated Triage. Plus three enhancements to Billing & Payments.
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