Karbon

Filed under Practice management

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Karbon is the collaborative practice management platform built for accounting firms. It centralizes client work, communication, billing, time tracking, and analytics into one cloud-based hub—giving teams visibility, automating routine tasks, and driving scalable productivity. With Karbon, every team member, client interaction, and job stays on track.

Key Benefits

  • Workflows that work for you: Automate processes and standardize how work gets done
    across your firm.
  • Smarter client collaboration: Centralized email, a secure client portal, and integrated
    eSignatures keep communication seamless and professional.
  • Connected tech stack: Open APIs and native integrations with QuickBooks, Xero, Ignition,
    and more—so your tools work better together.
  • Real-time visibility: See who’s working on what, where things stand, and what needs
    attention—at every level of your firm.
  • A single platform to manage your entire client lifecycle: Connected client proposals,
    work management, billing, and payments to build profitable, lasting client relationships

Book a demo to see Karbon in action.