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Special Event: Product Roadmap Reveal, June 2025

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This is your exclusive preview of what’s coming next to Karbon 🎉

In this very special product roadmap reveal, Chief Product Officer Sara Goepel unveils and demos the biggest updates coming to Karbon live on stage.

In this video, Sara dives into:

  • End-to-end tax workflow features, including FIFO (First In, First Out) queues, extension workflows, and integrated tax organizers and IRS transcripts.

  • Delegate Triage, where you invite a colleague or an assistant to manage your inbox.

  • Karbon for Clients, a premium client portal that delivers a best-in-class client experience.

  • Engagements, connecting your client lifecycle from engagement letters to payments.

  • AI workflow agents that intelligently scan information and complete tasks for you.

  • An ever-growing library of deep integrations with ecosystem apps including StanfordTax, TaxNow, Aider, Spotlight Reporting, Zoom, Microsoft Teams, and more.

Whether you’re a current customer or curious about what Karbon can do for your accounting firm, this video is a great resource to catch up on new ways you can benefit from the latest in practice management innovation.

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