Product Roadmap, October 2025

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

In this video, Sara Goepel, Karbon’s Chief Product Officer, and her team of Product Managers 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 video is a great way to catch up on new ways you can benefit from the latest in practice management innovation.

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Sara Goepel
Chief 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 Macindoe
VP 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 Freeman
Senior 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.

Dave George
Group 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 Gilmore
Senior 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 Srivastava
Senior 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.

Cleo Iggy
Associate Product Manager, Karbon

Cleo works alongside Dave on Karbon's Billing and Payments feature. She enjoys creating useful products that help accounting firms leverage Karbon further and adding features that are a joy to use.