Karbon
Karbon firms are connected firms. Visibility, efficiency, and connectivity for your accounting firm no matter where your people are located.
Overview
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.
Key benefits
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
About this app
£29/month
- Email
- Live Chat
- Online Help
- Phone
- Web Form
- Android
- iOS
- Companies House
- Dropbox
- Gmail
- Google Calendar
- GoProposal
- Ignition
- Microsoft 365
- Outlook.com
- TSheets
- Zapier
- Australia
- Canada
- Ireland
- Malaysia
- Multiple European countries
- New Zealand
- Philippines
- South Africa
- United Kingdom
- USA
App features per category
Practice Management
Communications
Assign email to team
Assign email to work
Automatic client reminders
Contacts
Accounting specific fields
Company number and tax references
Client groups
Associate clients with other related clients
Types
Seperate contacts by client type, i.e. prospect / client / ltd / sole trader / individual etc
Companies House
View company director, reg office, and deadline info
Resources by Karbon
- News
10 activities leading accounting firms are investing in right now
- News
2022 Practice Excellence Report
Analyzing the business abilities of 1,000+ accounting firms across the globe. How does your firm compare?
11 Nov 22 - News
E-commerce accounting: Finding fulfillment in the challenges with Joe Cox
Ever had a side hustle that morphed into a full-time gig? What about a situation where the side hustle and the day job fully integrate?
- News
E-commerce accounting - Finding fulfillment in the challenges with Joe Cox
10 Jan 23 - News
Grow your accounting firm with these 6 tips for referrals
Enjoy this helpful blog post by Karbon – they share their six referral tips for accounting firms. Accounting relationships are built on trust. Clients trust you with their business, their livelihood, and ultimately, their future. A successful client relationship can grow to be akin to family—but, like any important relationship, it takes work to get there.
- News
Introducing Karbon AI
Karbon AI is here. Here's how it will transform how you communicate with clients and colleagues.
3 May 23 - News
Karbon Becomes a Xero Certified App
The integration between Karbon and Xero Practice Manager will launch in April, 2023
28 Feb 23 - News
Karbon January 2021 Update
Karbon’s first update of 2021 provides an option to recall an email you have just sent
- News
Karbon Onboarding, Training & Support
- News
Karbon release Time and Budgets
Karbon have released time and budgets, their biggest ever feature release. We reviewed it to see what it’s all about.
- News
Karbon’s 2021 roadmap exclusive preview
Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview.
- News
On demand webinar: Best practices for standardising your critical processes with Karbon
In this on-demand webinar, you’ll learn best practice steps for documenting your processes, sharing them across your firm, and making it easy for your team to make use of them across all locations.
- News
Win a £100 Amazon gift card with Karbon
This is a useful and time-saving feature that allows users to send real-time Xero, QuickBooks, and FreshBooks reports by email to multiple clients right from Google Sheets. Flexible settings allow users to choose the list of interests who need to receive an email, create the text of the letter, and set up a schedule of report updates and email notifications.
Some details on this page are subject to change. If you see something wrong please contact us here.
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