Karbon

Karbon is task management for accountants.

Description

Karbon brings all communication between staff and clients, as well as accounting details from QBO together and transforms email into simple, actionable tasks so you know exactly where things stand and can easily see and set priorities for your team.

See and set priorities for everyone in your practice.

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.

Seamless integration with QuickBooks Online

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.

Know exactly where things stand with every client.

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.

All communication between staff & clients in one place.

Karbon connects to your team's individual email accounts and stores everything in a single shared collaborative space, so you can see exactly who said what and when.

Everyone in the practice knows what needs to be done, in what order.

Stop working in silos, wondering if things are getting done. Stop yelling across the office asking if anybody knows – thanks to Karbon everyone knows. With Karbon, your team and your practice run smoother and smarter – while clients get faster and better service.

See and set priorities for everyone in your practice.
Seamless integration with QuickBooks Online
Know exactly where things stand with every client.
All communication between staff & clients in one place.

Information

DEVELOPER
Karbon Inc.

LEGAL
Terms and Conditions
Privacy Policy

Karbon is designed for accountants and their entire practice.


PLAN PRICE USERS DETAILS
Practice $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.

Support: -
Online: http://support.karbonhq.com


Check out the most frequently asked questions below: Expand all
Can I check out Karbon before trialling?
Yes, register to one of our introductory webinars to get an overview of Karbon. Find the one that suits you best on www.karbonhq.com/events
Can I get a 1:1 demo with someone from your team?
We would love to show you how Karbon can help you run a more efficient practice, so please get in touch with us at http://www.karbonhq.com/contact-us and someone from our team will be in touch shortly.
Why did you build Karbon?
We’ve seen how many tools accountants use to run their practice, and how your client information is scattered everywhere. We’ve heard about your overflowing inbox and ongoing email battle. And you’ve told us about your frustration when you can’t see what the rest of your team is working on. So we’ve been working on a tool specifically for you. It’s not for your ledgers, your quotes or billing. Karbon is the place for you to collaborate with your team and look after your clients.