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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.

User interface image describing the assignment and timeline of a work item.

Email is connected to your team and every client and job, not locked away in individual inboxes.

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.
Image of a user interface for a collaborative task checklist.

Ensure every actionable item is accounted for with collaborative task lists.

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.
Image of a UI depicting internal chat communication about the timing of a job.

Discuss work with your team right where the work gets done.

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

MentionsNotify individuals, specific groups, or your entire team with intelligent user notifications.

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

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

NotesDiscuss clients or jobs with notes for everyone to see, comment on and collaborate.

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

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

Email ActionsEmails assigned to whoever is best for the job, not stuck in individual inboxes.

Email CommentsAdd notes on emails to discuss internally, right where it makes sense.

Experience the Karbon effect.

These findings were obtained through Karbon’s 2022 Firm Usage Survey.

On average, Karbon saves every employee 16.5 hours each week.

3.2 hours

Saved chasing clients

3.9 hours

Saved managing and completing work and tasks

3.2 hours

Saved reading, actioning and searching for email

4.1 hours

Saved with more efficient team collaboration

2.1 hours

Saved automating low-value admin tasks

18% growth

In firm-wide productivity

Firms using Karbon enjoy better teamwork.

How Officeheads transitioned to remote work, consolidated their tech stack, and strengthened company culture

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.

Read story
Armanino Business Management find greater visibility accountability

Armanino Business Management find greater visibility and accountability

At Armanino, Karbon keeps everyone on the same page, with real-time collaboration and increased accountability across the team.

Read story

Team Collaboration in Karbon Firms

Karbon has been instrumental in shifting our practice from working in silos to working as a cohesive team.
Lielette Calleja
Lielette Calleja
All That Counts
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.
Adam Slack
Adam Slack
Two Roads
Karbon gives us visibility and accountability that we never had before. We can now see who owns something and what conversations are being had.
Catherine Catherine
Catherine Catherine

Get started with Karbon today.

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.