Workflow Automation for Accounting Firms

Workflow automation in Karbon lets firms build automated workflows with templates and rules, so your team can focus on high-value client work instead of low-value, repetitive tasks. It generates recurring work on a schedule, sends client reminders on set dates, and adds tasks with due dates. When a task is complete, it can move the job to its next step, so nothing waits on a manual nudge.

You don't have to start from scratch. Karbon comes with a free library of customizable templates you can adapt to any client or engagement. You can use a template as-is, adjust it to fit your firm, or build your own.

No. You set up Karbon's automation with templates and rules rather than code so teams can build workflows without developer support.

An automator is a task-dependent rule that fires when a task is completed or a status changes. For example, an automator can start the next step, update a workflow status, trigger a client request, or set a reminder. You build one into a workflow once, and it runs in the background every time that work repeats.

Yes. With conditional logic, sections of a workflow turn on or off, either manually or via automators, depending on the job. A tax return that needs an extension shows the extra steps, and a return without one skips them. That lets one standardized template cover every client, without building a separate version for each case.

Yes. Set a job to repeat, and Karbon generates it each period with all of its steps, assignments, and due dates in place. Your team starts each period's bookkeeping or payroll run with the work already laid out, instead of rebuilding it from scratch.

Yes. You can send a client request from a workflow, and Karbon follows up on a schedule if the client hasn't responded. Reminders go out on the dates you set, so your team doesn't have to chase clients for bank statements or signatures.