Humanizing client relationships with BWCO CPAs
Karbon’s Client Tasks help BWCO collaborate with their clients, ensuring they deliver on their promise to be available no matter what.
Email Management for Accounting Firms
Email embedded in your workflow
Email in Karbon is connected to your team and everything that is being worked on, not locked away in individual inboxes.
Let AI do the heavy lifting
Free your team to engage in more meaningful client interactions.
Leverage Karbon AI to summarize email threads and internal discussions. Quickly respond to emails with generated replies, aligned with your brand voice for consistency in communications.
Explore Karbon AI
Automatic audit trails
Emails, notes, and client details are all in one shared space for your team. Easily see who last contacted a client, when it was, and what was discussed.
With AI summaries you can instantly see where things stand. Managing client relationships has never been easier.
Collaborate in context
Discuss work with your team directly on the emails, notes and tasks at hand.
No more out-of-context FYIs or meaningless forwarded emails, add comments where they are relevant to carry-out internal discussions. Team communication happens in the same place as work, tasks and planning.
Initiate tasks from email
Transform emails into personal tasks or delegate them to others in the team.
Tasks and sub-tasks have their own assignee, status, and due date to ensure effective prioritization, while AI smart suggestions assign tasks to the most relevant team members based on expertise and context, preventing anything from slipping through the cracks.
Collaborate in shared inboxes
Connect shared inboxes to Shared Triage to unify your email management.
Invite one or multiple colleagues to collaborate on shared inboxes. Compose, reply, or forward emails as yourself or the team. Use @mention in comments to loop the right people into important conversations before responding to clients. And turn shared emails into projects and tasks in just a few clicks.
Explore Shared TriageEmail Management Features
TriageQuickly process emails, notifications of tasks, notes from colleagues, and client activity.
Shared TriageCollaborate and action emails from shared inboxes with your colleagues.
Mobile AppKarbon for iPhone and Android allows you to triage your day while on the go.
Email CommentsAdd notes on emails to discuss internally, right where it makes sense.
InsightsEasy-to-read reports detailing critical output and efficiency metrics.
Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.
AI SummariesBite-sized summaries of long email conversations and internal discussions.More detailAI Drafts & Quick RepliesUse AI prompts to draft, review, and adjust emails, or select a pre-written reply.More detailCreate Emails from TasksAutomate tasks to share job progress or other updates to your client
Email Management in Karbon Firms
I couldn’t live without Triage
I couldn’t live without Triage – the way it helps me manage my emails and tasks is invaluable.
A game-changer
This software is a game-changer. It is simple-to-use, streamlined and intuitive. Karbon has improved our productivity and visibility, and I’m no longer stuck in my inbox for hours.
All my client information is organized
My inbox used to be a dumpster fire. But now that I’ve implemented Karbon and started using Triage, I’m able to go through my emails quickly and make sure that all my client information is organized to the right client and the right piece of work.
Get started with Karbon today.
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Client Management
Track your firm’s relationship with every client and deliver the service you promise.
Centralized Knowledge
Know where every job stands across your entire team with a single source of truth.
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.
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.
