How Officeheads transitioned to remote work, consolidated their tech stack, and strengthened company culture
Karbon helps the Officeheads team maintain strong communication, collaboration, and culture—even when everyone’s working remotely.
Collaboration & Connectivity for Accounting Firms
The perfect program for team collaboration and accountability.
— G2 Review from Katherine White, Ivory Planning Group
Unite your accounting firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Connect your team and get more done together
Smooth collaboration is key to a firm's success, but with disparate systems, siloed communication, and distributed teams, it's often hard to attain.
Karbon unites your team with a single place for communication, email, jobs, clients and planning. Collaboration is in-context of client work so there's no confusion or app-switching. And whether they are in the office or working remote, your team has what they need at their fingertips.
Leading accounting firms use Karbon for collaboration and connectivity
Combine email, discussions, tasks, and workflows together for powerful teamwork
Integrate your email and workflow
Only Karbon truly integrates email into your workflow, and all communication between staff and clients is consolidated in automatic audit trails.
Put an end to blind spots and give everyone access to the communication that matters, both internal and external, no matter the source. Total visibility gives your team the answers they need to make the right decisions for your clients and your business.
Explore team collaboration
Collaborate in context
Discuss work with your team directly on the emails, notes, and tasks at hand.
No more out-of-context FYIs or meaningless forwarded emails, add comments where they are relevant to carry out internal discussions. Team communication happens in the same place as work, tasks and planning.
Explore email management
Ensure every task is accounted for
Flexible checklists empower your team to work seamlessly together. Everyone knows what their responsibility is and can keep track of how things are progressing overall.
Tasks and sub-tasks can be given their own assignee, status and due date—ensuring that everything is prioritized effectively and nothing slips through the cracks.
Explore team collaboration
Integrate calendar into your workflow
Connect your Google or Outlook calendar to Karbon and stay ahead of your workload. Schedule, join, and manage your meetings in the same place that you plan your work.
Drag and drop items from My Week to your calendar to allocate time for important work. Plan your day, week, or month and know exactly what you need to do and when.
Explore calendar integration
Connect your current apps
Supercharge Karbon by integrating your email and other ecosystem apps to streamline your data and automate common processes in one place.
Go from idea to implementation smoothly with Karbon’s API and documentation. Bring custom solutions to life in the language of your choice; Java, JavaScript, Objective-C, C#, PHP, Python, or Ruby.
Explore ecosystem integrations and Karbon APICollaboration & Connectivity Features
Integrated EmailEvery email between your client and anyone on your team, in one single place.
Email CommentsAdd notes on emails to discuss internally, right where it makes sense.
MentionsNotify individuals, specific groups, or your entire team with intelligent user notifications.
Email ActionsEmails assigned to whoever is best for the job, not stuck in individual inboxes.
ChecklistsWork tasks and sub-tasks ensure everyone knows their own responsibility.
Activity TimelinesShared history of emails, notes, tasks and activity relating to any job or client.
Kanban BoardView and optimize all of the jobs going on across your team.
NotesDiscuss clients or jobs with notes for everyone to see, comment on and collaborate.
Shared ContactsWork together on clients with all contact details, work and communication in one place.
Global SearchEverything in Karbon is searchable. Find anything across your organization in seconds.
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.More detailClient PortalCollaborate with clients in one streamlined workflow with tasks and document sharing.More detailClient GroupsManage people and organizations that are related by ownership or financial structure.
My Week with Calendar IntegrationOrganize your work, tasks and email into a manageable action plan.More detailIntegrations
Templates
Customer Stories
More connected to my team
Karbon has enabled us to cope well with working remotely. I feel more connected to my team and work compared to when I was actually in the office!
Helps our team stay up-to-date
Karbon helps our team stay up-to-date with everything going on and work together in a much more efficient way.
Work better as a team
Karbon gives us the ability to plan ahead and shift work forward or back as needed, and to work better as a team by helping each other with assigned work.
Get started with Karbon today.
G2.com
Capterra.com
Getapp.comExplore other benefits of Karbon
In addition to improved collaboration and connectivity, Karbon customers enjoy enhanced visibility and greater efficiency, increasing control and productivity.
