Karbon
About this App
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.
Cost (from)
£29/month
Free Practice Subscription
Trial
14 day free trial, fully functional, no credit/debit card required
Partner Program
Implementation partner program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Companies House
Contact Sync
Dropbox
Gmail
Google Calendar
GoProposal
Hubspot CRM Sync
Ignition
Liscio
Mailchimp Newsletter
Microsoft 365
Microsoft Exchange
Microsoft OneDrive
Outlook.com
SuiteFiles
Show 7 more...
Geographies Served
Australia
Canada
Ireland
Malaysia
Multiple European countries
New Zealand
Philippines
South Africa
United Kingdom
USA
Categories
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
- Blog
Your AI terminology cheat sheet: GPT, ChatGPT, LLaMa, Alpaca, Bard, LLMs from Karbon
Demystify generative AI with this beginner’s guide to AI terminology.11 Aug 23 - Blog
Growing in tandem: Alasdair McGill and his client, Colin Munro by Karbon
Accountant Alasdair McGill and his client, Colin Munro, discuss how doing good work for good people grows both of their companies.11 Aug 23 - Blog
Hire curious people and adopt a ‘financial therapy mindset’, with Jennie Moore by Karbon
Jennie Moore, Partnerships Manager at Ignition and Founder of Moore Details, shares how accountants can be more like financial therapists than number crunchers.11 Aug 23 - Blog
10 pros and cons of using ChatGPT and generative AI in accounting
ChatGPT and other generative AI tools have the power to transform an accounting firm’s potential, but knowing its pros and cons is key.11 Aug 23 - Blog
The future of the accounting industry: 7 important trends in 2023 by Karbon
The future of accounting is already here. Learn which trends are shaping the industry in 2023 and what they will mean for your accounting practice.7 Jul 23 - Blog
The Pricing Playbook: Double Your Firm's Prices in 4 Easy Steps by Karbon
Discover the 4-step process used by hundreds of firm owners to double your prices (as soon as today) without increasing workload.7 Jul 23 - Blog
Sink or swim: Why bigger isn't always better for accounting firms
When you think about growing your accounting firm, what comes to mind? For many, growing is about increasing the size of the team. But in reality, bigger is not always better.13 Jun 23 - 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, 202328 Feb 23 - News
E-commerce accounting - Finding fulfillment in the challenges with Joe Cox
10 Jan 23 - 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
10 activities leading accounting firms are investing in right now
- 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
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. - 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
Karbon Onboarding, Training & Support
- 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
Karbon January 2021 Update
Karbon’s first update of 2021 provides an option to recall an email you have just sent - News
Karbon’s 2021 roadmap exclusive preview
Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview.
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