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.