Karbon

Karbon is presented as a collaborative practice management solution for accounting firms. It includes communication and workflow tools to streamline practice operations, with task automation for common processes, and scheduling data collection. Its features encompass:

• Client Management - tracking the relationship with all the firm's customers.
• Knowledge Centralization - A single source of truth for job tracking.
• Business Analytics - Insights to guide firm decisioning.
• Workflow Automation - To eliminate low-value, time-consuming tasks.
• Project Management - For team goal alignment.
• Team Collaboration - Providing one place for task collaboration.
• Email Management - Email is embedded into workflows to avoid siloing of information.
• Document Management - Files can be organized, shared, and saved directly from Karbon.
• Calendar integration - Connects to Google or Outlook calendars to support planning.
• Client Portal - To engage clients while securely sharing sensitive information and correspondences.