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.
Workflow Automation
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.
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.
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.
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.
16.5 hours
Saved on average 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
Firms using Karbon stay on top of their client management.
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.
Starbyder Bookkeeping Services
Karbon makes it really easy to create and improve templates for all our common processes, which has really improved our efficiency.
Catalyst
Karbon allows total transparency across the entire practice, allowing us to maximize efficiencies and streamline processes. We couldn’t work without it!
Two Sides Accounting
Book a demo or start a free trial.
4.8
G2.com4.7
Capterra.com4.7
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Client Management
Track your firm’s relationship with every client and deliver the service you promise.
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.
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.
