When you think of any decision made in your accounting firm, you should be able to answer one important question: How does it benefit the lives of our clients?

Successful firms make sure the systems, tools and processes in-place play a role in providing value to their clients.

This value may include:

• Industry-specific knowledge

• Proactivity (not reactivity)

• Exceptional customer service

• Diverse advisory services

But ultimately, it’s about ensuring your client relationships are built on trust and transparency. Here are some ways accounting firms are using Karbon to strengthen their client relationships.

VIDEN—Ensuring no client falls through the cracks

VIDEN, a multi-disciplinary firm with 120+ staff across five offices in Australia and India, understands the importance of visibility across their workload.

Internally, Karbon enables collaboration and increased efficiency at VIDEN.

Externally, it ensures no client falls through the cracks.

Kelly Evans, Client Service Coordinator at VIDEN, explains how Karbon helps to identify clients who will benefit from being cross-referenced to different departments.

“With Karbon, we can see that someone from our financial planning department has emailed a client and identified that they could use a virtual CFO offering or an outsourced finance function. The appropriate team members can then get in there and introduce the right people.”

Without Karbon, VIDEN risks becoming a siloed business that misses opportunities to provide their clients with a holistic accounting service.

Catalyst—Enhancing communication with clients

Canadian firm Catalyst, with over 40 years of experience and 70+ staff, know the importance of