Karbon launches end-to-end tax workflows, AI innovations, and Practice Intelligence to accelerate firm growth
New automation, real-time insights, deep integrations, and pricing tools streamline tax season, while Karbon’s Practice Intelligence drives a new era in AI-powered firm operations.
SAN FRANCISCO, June 4, 2025 – Karbon, the global leader in accounting practice management software, today announced new features to automate end-to-end tax workflows, and Practice Intelligence, its bold vision for AI-powered firm operations. The announcements were made during Karbon Next, the company’s customer event where 150 senior leaders from top global firms gathered to explore the future of modern accounting.
Chief Product Officer Sara Goepel debuted both the tax workflows and Karbon’s vision for Practice Intelligence during her keynote. The announcements come as the accounting profession faces significant workforce challenges, with nearly 75% of AICPA members nearing retirement, M&A on the rise, and increasing pressure to modernize.
A modern infrastructure for tax season and beyond
Karbon’s new tax workflows and features enable firms to manage the entire tax work lifecycle, from client intake to filing and archiving, while improving speed, reducing manual work, and increasing transparency.
"The way most tax firms run today is broken and we're fixing that," said Sara Goepel, Chief Product Officer at Karbon. "Our newest features solve the chaos of managing extensions, reviewing returns, and chasing clients, while reinforcing Karbon's vision of intelligent, scalable workflows for every service line. Whether you're a tax firm or an advisory-first practice, Karbon gives you the platform to grow with confidence."
Karbon’s new tax workflows and features:
Integrated client organizers: Deep integration with StanfordTax brings a modern client intake experience with organizers and workpaper management directly embedded into Karbon workflows.
Progress reports: Real-time insights show how work moves through each tax stage, improving visibility for partners, teams, and clients.
FIFO workflow queues: Prioritize client work using first-in, first-out queues to stay organized and focused on the most urgent tasks.
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