Centralized Knowledge for Accounting Firms

Your single source of truth

Karbon is the cornerstone of an accounting business. Data is no longer scattered, all that your team needs is in one cloud-based location.

 
 
Image of a user interface detail showing the status of a task.

Know where every job stands, across your entire team.

Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it.

Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to an individual task. Everyone has what they need at their fingertips.

Image of a device showing internal communication in Karbon's Work tab.

View an automatically compiled record of all communication in the context of your work and clients

Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said, and when that was.

When a client calls you can instantly see where things stand. Managing client relationships has never been easier.

 
 
Image showing a detail of Karbon's global search functionality.

Find the information you need instantly.

With Global Search, you can get an instant answer across your entire team. Just search for what you are looking for to get an up-to-date view of everything.

See all the latest emails from anyone, not just what is in your own inbox, view any job and task, or get an update on any client.

Centralized Knowledge Features

Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.

Checklists
Work tasks and sub-tasks ensure everyone knows their own responsibility.

Shared Contacts
Work together on clients with all contact details, work and communication in one place.

Global Search
Everything in Karbon is searchable. Find anything across your organization in seconds.

Third-party Integrations
Share data between Karbon and other systems to keep everything up-to-date.

Kanban Board
View and optimize all of the jobs going on across your team.

Insights
Easy-to-read reports detailing critical output and efficiency metrics.

Document Storage
Files and documents automatically stored and organized against clients and jobs.

Work Templates
Standardize your common processes and workflows in customizable templates.

Integrated Email
Every email between your client and anyone on your team, in one single place.

 
 

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

Employee productivity thrives with Karbon

16.5 hours

Saved on average per employee each week

18%

Increase in productivity per employee

3.3 hours

Saved chasing clients each week

3.9 hours

Saved managing and completing work and tasks each week

3.3 hours

Saved reading, actioning and searching for email each week

4.1 hours

Saved by enabling team collaboration each week

Accounting firms using Karbon centralize their knowledge.

Members of the mAccounting team celebrating the company's 15th anniversary.

How mAccounting found their single source of truth

By consolidating systems, communication and client data, Karbon enabled new levels of transparency across mAccounting’s team.

Read Case Study
How Oyster Hub added 42% additional revenue during the coronavirus pandemic

How Oyster Hub added 42% additional revenue during the coronavirus pandemic

With Karbon’s powerful automation, Oyster Hub gained the equivalent of two staff members and saved over $100,000 a year.

Read Case Study

Centralized knowledge in Karbon firms

Karbon is our one-stop shop to see everything that is going on within the firm.
Joe Collins
Joe Collins
Avalon Accounting
Karbon gives us the power to look at any email address, any response from a client, any job—basically anything, anywhere—and instantly see what’s going on.
Timothy Munro
Timothy Munro
Change Accountants
We now have much more information at our fingertips that we’d never previously documented before. We’re getting through jobs more efficiently and providing a much better service to our clients.
Jeff Jobson
Jeff Jobson
Catalyst

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Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.