How mAccounting found their single source of truth
With Karbon as their single source of truth, mAccounting are delivering a world-class experience to each client.
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.
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.
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.
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 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.
Centralized Knowledge in Karbon Firms
Single source of truth
Some use the phrase 'single source of truth' loosely. Karbon actually backs that up.
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.
Our one-stop shop
Karbon is our one-stop shop to see everything that is going on within the firm.
Get started with Karbon today.
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Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Project Management
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
Explore other benefits of Karbon
Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.
