How 3P doubled their efficiency
For 3P, Karbon has been a game-changer, enabling them to automate the client chase and improve email efficiency.
Get more done in your accounting firm by automating tasks, standardizing common processes, simplifying client data collection, and scaling client onboarding.
When teams experience day-to-day inefficiency and lack of process alignment, time is wasted, client service suffers, and growth may seem out of reach.
Karbon standardizes critical processes and streamlines your workflows to give you more from every team member. Tasks are automated. Staff know exactly what to do next and how to do it efficiently. And growth becomes simple again.
Work in Karbon is driven by standardized templates, ensuring processes don’t break and quality is maintained as your team evolves and your business grows.
Use task-dependent automators to trigger workflow updates, provide an accurate reflection of progress, and keep the team on the same page.
Explore workflow automationBegin 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.
Explore workflow automationLet 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.
Explore client managementBring your workflows together and remove the manual steps of reconciling time, billing and work.
Using Billing & Payments in Karbon consolidates your systems, provides automation at every step, and takes hours off your billing process.
Explore billing and paymentsCreate a bite-sized summary of long email conversations and internal discussions. See what’s important and actionable, before deciding if you need to dig deeper.
Provide personalized updates to your clients as their job progresses. Set a task within your workflow to automatically draft an email reflecting your progress and any other prompts you provide.
Explore Karbon AIAutomatorsCreate logical relationships and dependencies between tasks or activities.
Work SchedulerSet recurring work to repeat on automatic schedules.
Auto-remindersStop chasing clients for missing information. Karbon sends task reminders for you.
Standardized ChecklistsWork tasks and sub-tasks ensure everyone knows their own responsibility.
Billing & PaymentsConsolidate systems, automate every step, take hours off the billing process.More detailKarbon AIAutomate tasks and work faster with AI and GPT securely integrated.More detailDocument ManagementFiles and documents automatically stored and organized against clients and jobs. More detailFor 3P, Karbon has been a game-changer, enabling them to automate the client chase and improve email efficiency.
With Karbon’s powerful automation, Oyster Hub gained the equivalent of two staff members and saved over $100,000 a year.
Karbon has helped Envolta to standardize processes, improve efficiency and become one of Ottawa’s fastest-growing companies.
In addition to increased automation and efficiency, Karbon customers enjoy greater visibility and better collaboration, increasing productivity and control.