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Customize invoices with flexible layout and editing options. Duplicate engagements for up to 50 clients at once and revert sent engagements to draft. Plus, a refreshed rich text editor for emails, and new integrations with Uncat and Microsoft Teams.
Invoice customization just got more powerful. You have more options to control how you configure, group, and display invoice details—so you can tailor each invoice to match what your clients expect to see.
What’s new
Simplified tax configuration: Set tax rates on invoice items directly in the invoice’s Data tab.
Flexible grouping: Group invoice items by ‘Work’, ‘Colleague’, or ‘All’. When grouping by ‘All’, every invoice line item will be combined into one editable text field that you can customize accordingly.
Granular display controls: Show or hide zero-value line items and group headers. Edit group headings to your preferences. Choose which details appear on each line: quantity, date, person, role, unit price, or description.
Custom expense views: Show expenses individually or roll them up into a single line.
Two small enhancements help you find client payment details faster:
Filter Payments report by clients: This allows you to hone in on specific clients’ payment statuses quickly in Karbon. You can find the filter via ‘Billing’ > ‘Finance’ > ‘Payments’.
Quickly view client payment history: A new Payments section now appears under each client's ‘Billing’ tab, showing their five most recent payments at a glance. Need the full picture? Click ‘View All Payments’ to jump directly to finance reports filtered for that client.
You can now use the ‘Duplicate’ feature to create engagements for up to 50 clients at once. Set up default templates using the engagement builder, and then use ‘Duplicate’ to batch-create similar engagements for a group of clients directly in Karbon.
Need to revise an engagement after it's been sent or accepted? You can now revert it to draft, make your updates, and resend. When you do, clients will see that the previous version has been withdrawn so there's no confusion about which engagement is current.
Placeholders, hyperlinks, images, emojis, and attachments are now available in the introduction and agreement section of the engagements builder. This adds much-needed flexibility in how you present engagements to clients.
Activated engagements now include a Work tab showing all associated work items and a Billing tab showing paid and planned recurring invoices—so everything you need is in one place.
Engagements is currently in early access. Take a look at the latest enhancements.
If you’d like to try out Engagements, register your interest and you’ll be notified when it’s available in your account.
The email experience in Karbon is getting a major upgrade.
The new rich text editor gives you full formatting control and a more modern, reliable interface—enabling you to send polished emails without leaving Karbon.
What’s new:
Improved formatting options, including bullet and numbered lists and better font size control
Responsive image resizing
Ability to add tables directly in the editor
Auto-hyperlinking for URLs and email addresses
Works with Grammarly and other browser-based writing tools
Join the beta for your firm to be among the first to try out this new feature. Once activated, all Karbon users at your firm will have access.
You can now use more placeholders to name your document folders when generating them from recurring work, giving you more flexibility to match your firm’s DMS structure. These include Start Date, Due Date, Repeat Period, Work Item Name, and Deadline Date.
After a slate of new feature releases in 2025, practice intelligence is no longer a single feature. Analytics, insights, and new AI-powered capabilities now run across the Karbon platform—helping firms make smarter, faster decisions as work happens.The rebrand from Karbon Practice Intelligence to Karbon Analytics reflects this platform-wide approach and product philosophy.
This is a naming update only, but it reinforces Karbon's commitment to actionable intelligence at every level of your firm. And with upcoming innovations like AI Agents, Karbon will continue bringing intelligence directly into your workflows, surfacing insights and helping your team take action.
Clients can now access StanfordTax organizer requests in both the Karbon for Clients mobile app and desktop browser, enabling them to respond and collaborate with you however they prefer.
Firms can now send automated reminders for incomplete organizers, mark tasks active/inactive, and copy client uploaded files from submitted organizers directly to Karbon work items. This reduces manual follow-ups and keeps work aligned with client progress.
Client actions in Uncat—transaction categorizations, receipt uploads, request responses—automatically create or update Karbon work items with full context and deep links. New placeholders support flexible folder naming using key dates and work details.
Recorded and transcribed Teams meetings now import automatically to Karbon contact timelines. Participant email matching ensures transcripts attach to the correct contact, with contact-level security preventing cross-organization sharing.
If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.
Latest news, events, and updates on all things App related, plus useful advice on App advisory - so you know you are ahead of the game.