Product Roadmap, October 2025

Deep dive into Karbon's latest practice management enhancements and discover what's coming next.

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 the rest of 2025, and recap on the biggest practice management features released to Karbon so far this year.

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

Smarter collaboration and workflow features: Bulk work item updates from templates, and tax workflow tools including StanfordTax integration, filing deadlines, and progress reports.
Client experience upgrades: Push notifications and the mobile app for Karbon for Clients.
End-to-end client lifecycle management: Engagements (early access)
Critical billing enhancements: More invoice presentation options, QBOA AR reconciliation improvement, and invoice and payment sync to Xero.
Document workflow updates: Centralized client files and smarter DMS integration mapping.
AI automation and deep insights: Karbon Agents, and the new Aging dashboard and Portfolio Performance dashboard.
Karbon’s acquisition of Aider: More AI, more automation, and more time for you to focus on what matters most.

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 the past 20 years. She was one of Xero’s early employees in 2007, and responsible for teams building sales, support and operational systems, as well as a global product scalable to millions of customers. Sara has been with Karbon since the start, and has been instrumental in building the Karbon product into what it has become.
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.
Vivek SrivastavaSenior Director of Product, Karbon
Vivek brings more than 15 years of experience building SaaS products, with nearly a decade focused on AI. Prior to joining Karbon, he was Director of AI Product Management at Workday, where he launched several AI-powered capabilities and helped define the company’s generative AI strategy. His work has spanned document intelligence, enterprise search, and frontline AI agents, always with an emphasis on building secure, scalable technology that delivers real customer impact.