Visibility across every client relationship

A CRM solution built specifically for accounting firms is designed to manage long-term client relationships, recurring services, and compliance needs. Traditional CRMs (customer relationship management), on the other hand, focus primarily on short-term sales pipelines, sales processes, and one-time transactions.

The best CRM software for accounting firms integrates with practice management tools, task management, and client data. It handles complex client structures (e.g. households, trusts, businesses), enabling efficient contact management and real-time collaboration.

Key features include secure document management, automated workflows, client communication tools, and reporting on WIP, profitability, and service delivery. These CRM platforms are built to streamline business processes and optimize the full client experience.

Accounting CRM software is built to run the entire client experience – from lead management to service delivery, to invoicing and payment collection – seamlessly integrated with the way accounting businesses actually work.

Karbon is a user-friendly, cloud-based practice management solution built for accounting firms, combining CRM features, email, task management, and invoicing and payments in one platform.

Every client interaction is connected in real time to client records and workflows, improving visibility and streamlining communication.

Automated workflows with templates trigger tasks, email reminders, and follow-ups based on due dates or client activity, and integrations with accounting software like Xero and QuickBooks keep contact and invoicing data up to date, reducing manual data entry.

Karbon helps firms optimize collaboration, streamline client communication, and deliver a consistent, high-quality client experience.

Migrating to Karbon is straightforward and well-supported, whether you’re moving from a non-accounting CRM like Insightly, Salesforce, HubSpot CRM, or Zoho CRM, another practice management tool, or a patchwork of Excel spreadsheets.

Karbon’s onboarding team helps map your current setup and migrate key client data, including contact details, work templates, job history, and team assignments.

CSV import tools, template builders, and integrations make it easy to recreate workflows, automate client tasks, and organize communication history.

You’ll also have access to personalized training, customer support, and a comprehensive help library to guide your transition.

Karbon helps accounting firms manage high volumes of client communication by transforming email into collaborative, workflow-connected threads linked to each client and job.

Karbon’s deep email integration means that every email can be assigned, commented on, turned into a task, or linked to work, ensuring accountability and visibility across team members.

Features like shared inboxes, automatic threading, email templates, and intelligent filtering help streamline client communication and reduce inbox clutter. Real-time notifications, @mentions, a mobile app, and timeline views ensure that client needs are actioned quickly and nothing gets missed.

Yes, Karbon is purpose-built to support complex, recurring workflows like monthly bookkeeping, annual tax prep, payroll, and advisory services.

Customizable templates let firms build multi-step processes with tasks, automations, client requests, checklists, and scheduled emails – all mapped to specific timelines.

Karbon also supports task dependencies, time-based triggers (e.g. “start 10 days before due”), and role-based assignments to coordinate work across team members. The result is a scalable, repeatable process that gives everyone clarity on what needs to be done, when, and by whom.

Karbon offers powerful workflow automation to help accounting firms stay ahead of client deadlines and follow-ups.

Using work templates, firms can trigger automated tasks, client requests, due dates, and email reminders based on time-based rules. Client requests can be sent automatically, followed up if incomplete, and flagged for team members once submitted, ensuring client communication stays on track.

Combined with real-time alerts and email threading, Karbon helps automate repetitive tasks and deliver consistent, on-time service without micromanagement.

Karbon gives partners and managers real-time visibility into team capacity and client work by centralizing tasks, timelines, client information, and communication in one platform.

Work dashboards and Kanban boards show what each team member is working on, what’s overdue, and what’s coming up – filterable by fields like assignee, client, due date, and status.

Capacity planning and forecasting tools highlight current and future workloads, helping managers allocate resources and avoid bottlenecks. AI-powered client record summaries, team activity feeds, and shared timelines ensure nothing gets missed, even during handoffs or staff absences.

Karbon’s CRM system surfaces rich, actionable insights by combining client data, communication history, and work tracking into a single source of truth tailored for accounting firms.

From each client record, firms can instantly see every past and upcoming piece of work, open tasks, communication threads, and internal notes. You get a full view of client health: who’s engaged, who’s behind on requests, and what’s in progress or overdue.

At the firm level, Karbon’s reporting tools reveal trends in:

• Work in progress (WIP)
• Client responsiveness
• Service delivery consistency
• Staff capacity by client or job type
• Overdue work or at-risk engagements

You can filter, sort, and group work views by client, service, due date, or assignee – giving partners and managers real-time visibility into both operational and relationship health.

These insights help firms forecast bottlenecks, high-value clients, and areas for improvement.

Yes, Karbon is built to scale seamlessly, making it ideal for both small teams and large, multi-office accounting practices.

For small firms, Karbon provides everything needed to manage client work, contact management, communication, and collaboration in one place, eliminating the need for multiple tools. Its intuitive interface, automated workflows, and shared visibility help smaller teams stay organized, responsive, and consistent.

For larger or multi-location firms, Karbon offers robust team management, advanced work templates, capacity planning, and visibility across offices. With customizable user permissions, team filters, and global reporting, partners and managers can maintain control and consistency while still empowering each office or team to work independently.

Whether you’re a three-person firm or a 300-person operation, Karbon scales with you, supporting your growth without compromising on collaboration or visibility.

Enterprise-grade security is built into every aspect of Karbon, giving you peace of mind that your data is safe.

This includes:

• SOC 2 Type 2 certification
• An Information Security Management System (ISMS) compliant with ISO 27001
• Data and regular data backups that are encrypted at rest with AES-256 bit encryption to protect your data confidentiality during storage
• In-app user permissions that allow you to control what data a user can access and what company-wide actions and settings can be controlled
• A client portal with secure Transport Layer Security protocol to encrypt all data transmissions
• The Azure OpenAI Service, which powers Karbon AI, provides critical enterprise security and compliance
• GDPR compliance