About Karbon

Karbon is a cloud-based practice management solution designed to optimize collaboration in one place for accounting firms of any size. By combining tasks, emails, workflows, and conversations into a central location, management, communication, and collaboration have never been easier. Some of Karbon’s key features include automated client data collection, recurring tasks, and document storage within workflow processes.

The unique aspect of Karbon’s project management is their focus on automation and bringing clients on with an active role in the workflow process. Karbon automates tasks, standardizes common tasks/processes, schedules data collection, and scales onboarding. Karbon incorporates clients into the workflow process via a client portal where clients can access and submit information, sign documents, or make payments. Karbon gives some tasks to your accounting clients so you and your firm can focus on delivering your service and practice.