This release follows Karbon’s recent launch of end-to-end tax workflows, AI-powered summarization, and advanced analytics—part of the company’s ongoing investment in building smarter, more connected accounting operations.

Firms on Karbon for Clients

More than 300 firms participated in the early access program for Karbon for Clients, with many reporting better communication and less admin.

Mel Martinez, Executive Administrator at Secure Plus Financial:

“Karbon for Clients has been such a game changer for our client experience. Tasks are easier to keep track of, and clients love that they can toggle between their different companies.”

Lawrence Watmore MICB ICPA, Co-Founder of Watmore & Co. Accounting:

“Karbon for Clients is a brilliant feature that has significantly increased our communication with clients while reducing the admin load on our staff.”

“It's incredible how effortless client communication has become. My clients can securely access every update, and our collaboration is smoother than ever,” said Alex R., CPA, an early adopter of the platform.

Karbon for Clients is now available to all Karbon customers globally. Additional capabilities, including engagements, invoicing, payments, and tax organizers will roll out during the second half of 2025.

To learn more about Karbon for Clients, visit karbonhq.com/feature/client-portal.

About Karbon

Karbon, a global leader in intelligent practice management software for accounting firms, provides an award-winning, AI-powered cloud platform focused on streamlining work and communications within a firm and its clients. Karbon drives unprecedented value for its customers evidenced by its #1 ranking on G2 and customer-reported savings of 19.9 hours per week per employee. Founded in 2014, Karbon has customers in 40 countries with employees across the US, Australia, New Zealand, Canada and the United Kingdom. Karbon is well-funded and backed by Tidemark, Five Elms, and Blackbird.