Accountants around the world are using Karbon’s task and workflow management software to scale their firm, serve their clients and be more productive.
Easily prioritise and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new staff up to speed. Set standard tasks for onboarding new clients that everyone in your practice can follow and make sure nobody is dropping the ball.
Connect with your QuickBooks Online account to populate and manage your client’s company details inside Karbon. Never go hunting again for tax, incorporation or financial details, with Karbon have a full view of your client information, work and communication.
With Karbon, all communication between staff and clients is in one place. Everyone in the firm knows exactly who said what and when, there’s always a complete audit trail. When a client calls, you see all the work for that client – what’s being done, has been done and is scheduled to be done – all in one place.
With customizable workflows and visibility across your practice you can manage your firm with confidence that you have the full picture.
Checklists give you a clear view of everything that needs to be done for a job and ensures nothing falls through the cracks.
Karbon is designed for accountants and their entire practice.
|Standard subscription||#50 per user per month||1||Subscription includes 24/7 support, no limit to the number of users you can add to your practice, and no limit to the number of emails, work and contacts your team works with.|
Karbon is loved by high performing, cloud-based accounting practices all over the world. Via in-app chat, email and online forms, as well as our knowledge base “Karbon answers”, we aim at answering your questions and get back to you straight away, 24/7. The team also provides an onboarding session with all new practices free of charge, as well as ongoing training in the form of online webinars.