Karbon
Karbon provides cloud-based practice management software tailored for accounting firms, offering features such as workflow automation, project management, and a secure client portal.
Services
Karbon provides practice management software tailored for accounting firms. The software offers various features including workflow automation, project management, billing and payments, email management, shared inbox, calendar integration, client management, centralized knowledge, business analytics, document management, and a client portal. Karbon also supports multiple language options and enterprise-grade security, ensuring a comprehensive solution for firms of all sizes.
Integration with Third-Party Applications
Karbon integrates with a range of third-party applications to enhance its functionality. Notable integrations include Gmail, Outlook, QuickBooks, and Slack. These integrations allow seamless workflows and help to centralize various aspects of practice management, facilitating cohesive operations for accounting firms.
Client Portal
Karbon's platform includes a Client Portal designed for secure client communications and collaboration. Features of the Client Portal include file sharing, task completion, and automated reminders, which reduce the need for manual follow-ups. This enables a more efficient and streamlined communication process between accounting firms and their clients.
Onboarding and Certification
Karbon offers a variety of onboarding services such as group onboarding, full-service onboarding, and enterprise onboarding to ensure users are well-equipped to utilize the platform effectively. Additionally, Karbon provides a certification program for users seeking to become certified Karbon Experts, enabling them to demonstrate proficiency and maximize the software's benefits.
AI and Automation Features
Karbon incorporates AI features designed to enhance productivity within accounting firms. These include email summarization, composing emails from tasks, and adjusting the tone of emails. Automation tools provided by Karbon help to automate low-value, time-consuming tasks, allowing firms to focus on more critical activities.