December 04, 2025
December 042025
The StanfordTax integration is live 🎉
Smart, automated organizers and workpaper binders are now available through the new Karbon and StanfordTax integration.
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.
November 24, 2025
November 242025
Mobile push notifications for client requests, engagements, StanfordTax integration, and more
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
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
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.
More detailsAugust 25, 2025
August 252025
Delegated Triage, centralized client documents, and TaxNow integration
Grant a team member access to your email inbox with Delegated Triage, stay on top of IRS activities with the TaxNow integration, and navigate client documents with ease.
More detailsAugust 06, 2025
August 062025
Big little things: 20+ customer-requested enhancements to better your Karbon experience
You asked and we delivered. In this special release, we made over 20 small but mighty updates across the platform—each sparked by your feedback in Karbon Community. From moving cards automatically in My Week to setting invoices to be due on receipt, these big little things are here to make your daily life in Karbon more intuitive and productive.
More detailsJuly 31, 2025
July 312025
eSignature KBA, Xero billing sync open beta, and rate plans
Request IRS-compliant eSignatures with Knowledge-based Authentication (KBA), sync invoices from Karbon to Xero in real-time, and bulk-manage billing rates.
More detailsJuly 22, 2025
July 222025
Karbon for Clients
Karbon for Clients is now available for all customers, delivering a premium client portal experience that transforms how accounting firms collaborate with their clients.
More detailsJune 25, 2025
June 252025
Tax workflows, rate plans, Xero integration updates, and the Revenue dashboard
Transform your tax and other high-volume service workflows with a new First-In First-Out (FIFO) queue, conditional logic, and tax extension management features. Plus, new rate plans for billing, and enhancements to the Xero and QuickBooks Online Accountant integrations.
More detailsMay 08, 2025
May 082025
Xero Integration
Connect Xero and Karbon to keep your client contacts effortlessly in sync. Plus an exclusive Karbon and Xero promotion for US accounting firms.
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