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Know where every job stands, across your entire accounting firm.

2 min video

Everything in one place

Karbon brings all tasks, notes, emails and documents relating to a job together so you have everything you need, when you need it.

Capacity management

Organize work by client, job status or by team member so you know who has capacity, and simply drag and drop to assign work to someone else.

Ultimate visibilty

With customizable workflows and visibility across your practice you can manage your firm with confidence that you have the full picture.


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Popular features

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.

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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.

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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.

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“Karbon is not only task management... it's a platform that will transform the way accountants organize their work, communicate with their team, and grow their firms.”

Ian Crook
Tally Accounting
ian crook tally accounting

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Escape your inbox

By integrating with Microsoft Exchange, your email in Karbon is connected to your team and everything your practice is working on, not locked away in inboxes.

Seamless workflow

Assign emails to colleagues, prioritize them in your to-do list, or add them to a job so they’re right where you need them, when you need them.

No blind spots

With everyone’s emails to and from a client in one place, you always know who said what and when. There’s no room for blind spots.


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