How Bette Hochberger is managing her clients and employees remotely
Bette Hochberger saves 2 hours per day with Karbon, as emails are quickly actioned and client communication is more organized.
Email Management for Accounting Firms
Email Management
Connect email and workflow to improve visibility and efficiency across your firm.
Best integrated email experience
The best integrated email experience offered by any practice management solution, full stop.
Email Management Features
Triage
Quickly process emails, notifications of tasks, notes from colleagues, and client activity.
Shared Triage
Collaborate and action emails from shared inboxes with your colleagues.
Mobile App
Karbon for iPhone and Android allows you to triage your day while on the go.
Email Comments
Add notes on emails to discuss internally, right where it makes sense.
Work Insights
Report on team output and efficiency.
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
AI Summaries
Bite-sized summaries of long email conversations and internal discussions.
More detailAI Drafts & Quick Replies
Use AI prompts to draft, review, and adjust emails, or select a pre-written reply.
More detailCreate Emails from Tasks
Automate 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
Keep track of your team's jobs, responsibilities, and deadlines.
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.
Frequently Asked Questions
What is Triage?
Triage is your inbox in Karbon that holds your email and also @mentions, work assigned to you, and client activity.
From an email you can reply, hand it to a colleague, snooze it, comment on it internally, turn it into a job, or clear it. Clearing archives it in Outlook rather than deleting it, and the email stays on the client's timeline.
Does Karbon replace our email?
No. Karbon sits on top of Microsoft 365 or Google with a two-way sync, and you keep your existing address.
Mail you send from Karbon reaches your client from your normal address and appears in your sent items. Mail you send from Outlook still logs against the client in Karbon. Read and archive states sync both ways.
There's no browser extension to install. Most people end up working out of Karbon because everything the email relates to is already there.
Can I turn an email into a task or add it to a client's work?
Yes. You can turn an email into a task, attach it to a client or job, or start a new project, without leaving Triage. The email and its history stay linked to that work, so nothing gets lost in an inbox.
Can my team share an inbox like info@ or tax@?
Yes. Shared Triage lets your team work together in a shared inbox like info@ or tax@. Colleagues can pick up a message, assign it, or add a comment. Your personal and shared inboxes sit side by side in Karbon. Connecting a shared inbox costs a small monthly fee per inbox.
Do my clients see my internal comments?
No. Comments and @mentions on an email are for your team only. Your clients only see the emails you send them, and the internal discussion around a message stays inside your firm. That way you can agree on the right reply before anyone hits send.
Can Karbon use AI to help with email?
Yes. Karbon AI can summarize a long thread in a few lines, draft or refine a reply from a short prompt in your firm's voice, and offer pre-written replies you can edit before sending. It can also draft a client email straight from a task, based on the work you've done.
Can Karbon label and route incoming email?
Karbon AI reads each incoming email in context and applies labels like High Priority, Meeting Invite, Client Query, or Marketing. It can also act on messages for you, such as clearing them, drafting a reply, or assigning them to the right person, so your team spends less time sorting and more time responding.
Can I stop certain emails from reaching Triage?
Yes. In Settings, you can set up filters and blocked addresses so newsletters, notifications, or other low-priority mail skip Triage. Those messages still arrive in your Gmail or Outlook inbox, so nothing is lost, but they stay out of your Karbon workflow.
What happens to a colleague's emails when they're out of office?
You can delegate your Triage, giving colleagues access to manage your email, tasks, and client requests while you're away.
You can add, switch, or remove delegates at any time. Client emails also sit on the client timeline, so the team can keep things moving when someone is out.
Does Triage work on mobile?
Yes. The Karbon apps for iPhone and Android let you triage email, action tasks, and reply to clients while you're away from your desk.
Is my email secure in Karbon?
Yes. Karbon's web application is SOC 2 Type 2 certified, and your data is encrypted in transit and at rest. In-app permissions control who can see which emails, clients, and work. Every action on an email is recorded in an audit trail.
Will our whole team see all our client emails?
Only where you want them to. Karbon saves and shares email from addresses that match a contact in Karbon, so mail from anyone not in Karbon never touches a client timeline.
Each person switches on email sharing for themselves, you can keep individual emails off a timeline, and marking a contact private restricts them to named team members and cascades to all their work and email.