Workflow Automation for Accounting Firms

Focus on the high-value by automating the low-value

Automate common, time-consuming tasks to allow your team to provide a higher quality service to clients, helping their businesses succeed.

 
 
Image of a detailed UI setting automatic reminders for a task.

Automate client data collection and file storage.

Let Karbon do the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.

Attachments are automatically stored and filed against the corresponding jobs the moment a client sends them. You will never lose documents sent via email again.

 
 
 
 
 
 
Image detailing a template selection interface.

Templatize common processes to standardize recurring work.

Standardize your work with Karbon templates, ensuring processes don’t break and quality is maintained as your team evolves and grows.

Customizable statuses, checklists, job roles and work types allow you to document workflows to suit your business, giving your staff the tools to set up detailed work items in seconds.

 
 
Image detailing a task automation interface.

Automate updates to status, due date and assignee as milestones are achieved.

Don’t waste time on low-value admin. Use task-dependent automators to trigger workflow updates, provide an accurate reflection of progress, and keep the team on the same page.

With Karbon, everyone knows what they need to work on today and what’s coming up next.

Workflow Automation Features

Work Templates
Standardize your common processes and workflows in customizable templates.

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

Work Scheduler
Set recurring work to repeat on automatic schedules.

Automators
Create logical relationships and dependencies between tasks or activities.

Client Portal
Collaborate with clients in one streamlined workflow with tasks and document sharing.

Auto-reminders
Stop chasing clients for missing information. Karbon sends task reminders for you.

Third-party Integrations
Share data between Karbon and other systems to keep everything up-to-date.

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

My Week
Organize your work, tasks and email into a manageable action plan.

Insights
Easy-to-read reports detailing critical output and efficiency metrics.

Time & Budgets
Estimate and track time to understand profitability and allocate resources.

 
 

Experience the Karbon effect.

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

Employee productivity thrives with Karbon

16.5 hours

Saved on average per employee each week

18%

Increase in productivity per employee

3.3 hours

Saved chasing clients each week

3.9 hours

Saved managing and completing work and tasks each week

3.3 hours

Saved reading, actioning and searching for email each week

4.1 hours

Saved by enabling team collaboration each week

Accounting firms using Karbon stay on top of their client management.

How Envolta Cloud Accounting is building their ultimate tech stack

How Envolta Cloud Accounting is building their ultimate tech stack

Karbon’s powerful workflow automation has improved efficiency and cut client onboarding time to less than a month at Envolta.

Read Case Study
How Oyster Hub added 42% additional revenue during the coronavirus pandemic

How Oyster Hub added 42% additional revenue during the coronavirus pandemic

With Karbon’s powerful automation, Oyster Hub gained the equivalent of two staff members and saved over $100,000 a year.

Read Case Study

Workflow automation in Karbon firms

Karbon gives me peace of mind—I love that I can schedule Client Tasks so I don’t stay up at night thinking of emails I need to send clients.
Corina Hardaker
Corina Hardaker
Starbyder Bookkeeping Services
Karbon makes it really easy to create and improve templates for all our common processes, which has really improved our efficiency.
Jeff Jobson
Jeff Jobson
Catalyst
Karbon allows total transparency across the entire practice, allowing us to maximize efficiencies and streamline processes. We couldn’t work without it!
Natalie Lennon
Natalie Lennon
Two Sides Accounting

Book a demo or start a free trial.

4.8
G2.comG2.com
4.7
Capterra.comCapterra.com
4.7
Getapp.comGetapp.com

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.