Product Roadmap, March 2025

Explore Karbon's latest practice management enhancements, plus gain an exclusive look at what’s coming next.

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About this webinar

Everything you need to know about Karbon’s latest product feature updates

Join Sara Goepel, Karbon’s Chief Product Officer, and her team of Product Managers as they share Karbon’s product vision for 2025 and recap on the biggest practice management features released to Karbon in the first quarter.

You’ll get an in-depth look at recently-released features, plus an exclusive preview of exciting features coming next, including:

The latest developments in Karbon for Clients—Karbon’s best-in-class, premium, and self-service client experience platform.
Helpful CRM improvements like contact custom fields and granular contact permissions.
Advancements in Engagements, Billing, and Payments that further strengthen Karbon’s end-to-end client lifecycle management capabilities.
Robust integrations and API plans that connect Karbon to even more of your favorite ecosystem apps to help accelerate your productivity and output.

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

Meet the speakers

Sara GoepelChief Product Officer, Karbon
Sara has been leading product teams for well over a decade. She was one of Xero’s early employees in 2007, and responsible for teams building sales, support & operational systems, as well as a global product scalable to millions of customers. Her projects have received numerous awards including three Webbys.
Lachlan MacindoeVP of Marketing, Karbon
Lachlan leads a global marketing team that is responsible for driving awareness and demand for Karbon and delivering value through world-leading thought leadership. Coming from senior positions in professional service, sport and non-profit industries before joining Karbon in year 1, Lachlan has a proven record of helping businesses grow through results-driven marketing.
Amelia FreemanSenior Product Manager, Karbon
Amelia is passionate about creating agile processes that ultimately better-serve Karbon users through product updates and feature releases. Beginning her career as an educator, she enjoys seeing the skills she developed as a teacher serve her in her current role.
Stuart KingSenior Product Manager, Karbon
Stuart works alongside Amelia and Dave in product at Karbon. With a technical bent, his focus is extending the capabilities of Karbon though integrations to other partnering products and our public API.
Dave GeorgeGroup Product Manager, Karbon
Dave enjoys solving problems to help accounting firms save time, allowing them to focus on what matters. He’s currently working with the product and engineering teams to build Karbon’s Billing and Payments.
Phil GilmoreSenior Product Manager, Karbon
Phil spent his formative years in tech working closely with customer teams, honing a dedication to building intuitive, user-friendly products. He now leads efforts on features for enhancing collaboration between Karbon firms and their clients.
Simon HiltonDirector of Product, Karbon
Simon leads Karbon’s data products with a focus on improving operational efficiency and growing firms. AI powered practice management is an exciting future that he is working to bring to all Karbon firms.