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.
Client Management for Accounting Firms
Visibility across every client relationship
All client details and correspondence are at your fingertips. All the information required to deliver the service you promise.
Consolidate client communication
Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said and when that was.Everything is searchable, so when a client calls you will instantly know where things stand. Managing client relationships has never been easier.
Automate data collection
Let Karbon do all of 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.The moment a client sends documents and comments, you are notified right where you need them.
Simplify client onboarding
Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.
Client Management Features
Client PortalCollaborate with clients in one streamlined workflow with tasks and document sharing.More detail
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 SegmentsCreate dynamic, customized views of your contacts to filter, organize, and take targeted actions for specific groups.
Contact TypesCustomizable database categories for clients, prospects, suppliers or anyone else.
InsightsEasy-to-read reports detailing critical output and efficiency metrics.
Client Management in Karbon Firms
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.
Get started with Karbon today.
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Centralized Knowledge
Know where every job stands across your entire team with a single source of truth.
Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Project Management
Align everyone to the same goals and have confidence that nothing can fall through the cracks.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients and work.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
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.
