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Discover Karbon

Webinar

Special Event: Product Roadmap Reveal

Discover brand new features coming to Karbon in this very special event hosted by Karbon’s Chief Product Officer, Sara Goepel and filmed live on stage at Karbon’s customer summit, Karbon Next.

Watch the Recording

About this webinar

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 90-minute session, 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 webinar is a great place to catch up on new ways you can benefit from the latest in practice management innovation.

Meet the Speaker

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.