Karbon Client Portal: Connect and collaborate with your clients

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The Karbon Client Portal is designed to connect your clients with your accounting firm.

Visibility helps keep your accounting firm running, and now, Karbon customers will benefit from increased clarity over client engagement via the Karbon Client Portal. 

Here, your clients can manage and comment on specific tasks and ask questions all in the context of the appropriate work item. And your team is immediately notified to take action. This eliminates the need for email, keeping everything together in one place. 

In these introductory webinars designed especially for Karbon customers, we will:

  • Provide an overview of the Client Portal in Karbon

  • Share best practices for collaborating effectively with clients

  • Explain how you can empower your clients to self-serve, find information, comment, and ask questions within the Client Portal

If you can’t attend at these times, register to receive the recording.

Omer KhanHead of Customer Success, APAC, Karbon
Omer is wearing glasses and a black tshirt, and is standing in front of a red brick wall.
Peter GrilletHead of Customer Success, EMEA, Karbon
Peter Grillet
Zach CochranHead of Customer Success, North America, Karbon
Zach Cochran