Karbon Product Roadmap, October 2025

About this webinar

Everything you need to know about Karbon’s latest product feature updates

Join Sara Goepel, Karbon’s Chief Product Officer, and her team of Product Managers as they share Karbon’s product vision for the rest of 2025, and recap on the biggest practice management features released to Karbon so far this year.

You’ll get an in-depth look at recently-released features, plus an exclusive preview of exciting features coming next, including:

• Smarter collaboration and workflow features: Bulk work item updates from templates, and tax workflow tools including StanfordTax integration, filing deadlines, and progress reports.

• Client experience upgrades: Push notifications and the mobile app for Karbon for Clients.

• End-to-end client lifecycle management: Engagements (early access)

• Critical billing enhancements: More invoice presentation options, QBOA AR reconciliation improvement, and invoice and payment sync to Xero.

• Document workflow updates: Centralized client files and smarter DMS integration mapping.

• AI automation and deep insights: Karbon Agents, and the new Aging dashboard and Portfolio Performance dashboard.

• Karbon’s acquisition of Aider: More AI, more automation, and more time for you to focus on what matters most.

Whether you’re a current customer or curious about what Karbon can do for your accounting firm, this webinar is a great place to catch up on new ways you can benefit from the latest in practice management innovation.