Introducing Karbon, the practice management and growth tool for accounting firms.

54 sec video
steph agus talking at event

Stop working in silos

Karbon unites your team with a single place to work together, where emails and tasks can be assigned to whoever is best for the job, not stuck in your own individual inboxes.

Prioritize tasks

Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.

Work better together

With Karbon, everyone in the practice knows what needs to be done. Stop yelling across the office asking if anybody knows—thanks to Karbon, everyone does.


Want to talk to our product experts?
Request a callback

kanban assignee

Popular features

Workflow

Flexible workflow allows you to run your practice your way. Set the status of work, tasks and checklists so everyone knows how it’s progressing.

Job management

Manage work on the go, plan ahead, assign it to your team, keep up-to-date with progress and ensure nothing falls through the cracks.

Client tasks

Automate your client chase from start to finish. Assign tasks, schedule reminders and keep track of everything in one place.

Email

Turn emails into actionable tasks, assign them to colleagues, track by job or client and share with your team so you can all work together.

Kanban

View all work across your firm in whichever way makes the most sense to you. You can adjust priorities in real-time.

Search

Easily find the email, note, contact or project you are looking for with a quick search that scans across your entire practice.

Private contacts

Control the visibility throughout your firm with 3 levels of privacy that you can adjust at any time.

CRM

Manage your relationships, and your clients’ relationships in one place—for all your client’s contact and accounting details.

Office 365 integration

Login to Karbon with your Office 365 account and sync your email seamlessly.

Notes

If it relates to a client or job, simply post a note in Karbon for everyone to see, comment on and collaborate.

Timelines

Keep track of everything with easy to follow timelines of all emails, notes, tasks and activity relating to a job or client.

Exchange integration

Login to Karbon with your Microsoft Exchange account and sync your email seamlessly.

'Low priority' filter

The 'low priority' filter lets you focus on your important emails first, and automatically saves the rest to take care of later.

Google integration

Login to Karbon with your Google account and sync your email seamlessly.

Tasks

Tasks give you a clear view of everything that needs to be done for a job and ensures nothing falls through the cracks.

Mobile

Karbon works on your laptop, iPad or mobile phone so you can get work done wherever you are.

Safe & secure

All your information is encrypted in transit and stored securely using industry-standard technology, so you can work with confidence.

Regular updates

Karbon is updated with new features and improvements every few weeks so you always get the latest version—It keeps getting better.

Show me more Get Karbon
checklist