How Officeheads transitioned to remote work, consolidated their tech stack, and strengthened company culture
With the ability to collaborate in context, Karbon has strengthened communication, culture, and connectivity at Officeheads.
Team Collaboration for Accounting Firms
Unite your team with one place to work
Karbon combines email, discussions, tasks and powerful workflows. Everything your team needs to get work done together.
Connect email to work
Only Karbon truly integrates email into your workflow, and all communication between staff and clients is consolidated in automatic audit trails.Put an end to blind spots and give everyone access to the communication that matters, both internal and external, no matter the source. Total visibility gives your team the answers they need to make the right decisions for your clients and your business.
Collaborate on tasks
Flexible checklists empower your team to work seamlessly together. Everyone knows what their responsibility is and can keep track of how things are progressing overall.Tasks and sub-tasks can be given their own assignee, status and due date—ensuring that everything is prioritized effectively and nothing slips through the cracks.
Comment in context
Revolutionize the way your team collaborates and unite them with a single place to communicate and work together.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.
Team Collaboration Features
Activity Timelines
Shared history of emails, notes, tasks and activity relating to any job or client.
Mentions
Notify individuals, specific groups, or your entire team with intelligent user notifications.
Kanban Board
View and optimize all of the jobs going on across your team.
Integrated Email
Every email between your client and anyone on your team, in one single place.
Email Actions
Emails assigned to whoever is best for the job, not stuck in individual inboxes.
Email Comments
Add notes on emails to discuss internally, right where it makes sense.
Smart Assignments
Assign work quickly with AI suggestions based on prior history.
Checklists
Work tasks and sub-tasks ensure everyone knows their own responsibility.
Notes
Discuss clients or jobs with notes for everyone to see, comment on and collaborate.
Team Collaboration in Karbon Firms
Instrumental
Karbon has been instrumental in shifting our practice from working in silos to working as a cohesive team.
Allows us to communicate
Karbon allows us to communicate with our clients, with each other, and be able to hold our entire firm accountable to our outstanding monthly projects.
Gives us visibility and accountability
Karbon gives us visibility and accountability that we never had before. We can now see who owns something and what conversations are being had.
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.
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.
