New Wave Accountants consolidated their fragmented tech stack
With full visibility over client communication and data in Karbon, New Wave Accountants now know their clients better than ever.
All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.
Auto-remindersStop chasing clients for missing information. Karbon sends task reminders for you.
Kanban BoardView and optimize all of the jobs going on across your team.
Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.
Integrated EmailEvery email between your client and anyone on your team, in one single place.
Client GroupsManage people and organizations that are related by ownership or financial structure.
Shared ContactsWork together on clients with all contact details, work and communication in one place.
Third-party IntegrationsShare data between Karbon and other systems to keep everything up-to-date.
Document StorageFiles and documents automatically stored and organized against clients and jobs.
Contact TypesCustomizable database categories for clients, prospects, suppliers or anyone else.
InsightsEasy-to-read reports detailing critical output and efficiency metrics.
Saved us hours and hours of time
Karbon has made our clients more prompt and changed our relationship with them. This has saved us hours and hours of time.
I have everything I need
Karbon’s automatic Client Tasks kick-start my projects without me needing to think about it. This means that when I’m ready to start a job, I have everything I need.
Karbon gives me peace of mind
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.
Know where every job stands across your entire team with a single source of truth.
Track and reveal insights to guide critical firm decisions and improve efficiency.
Automate low-value, time-consuming tasks so your team can focus on your clients.
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Unite your team with one place to collaborate on email, tasks, clients and work.
Move beyond inbox silos and blind spots with email embedded in your workflow.
Team, clients, systems, and data together in one place. Remote or in the office – you’re all together, because Karbon firms are connected firms.