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.

Monitor progress and capacity

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.

Automate auditing and timelines

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.

A detail of Karbon's global search functionality.

Search across everything

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 TimelinesShared history of emails, notes, tasks and activity relating to any job or client.

ChecklistsWork tasks and sub-tasks ensure everyone knows their own responsibility.

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

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

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

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

InsightsEasy-to-read reports detailing critical output and efficiency metrics.

Document StorageFiles and documents automatically stored and organized against clients and jobs.

Work TemplatesStandardize your common processes and workflows in customizable templates.

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

Centralized Knowledge in Karbon Firms

Single source of truth
Some use the phrase 'single source of truth' loosely. Karbon actually backs that up.
Tim PetreyHD Growth Partners

Instantly see what’s going on
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 MunroChange Accountants