With Karbon, communication and workflow is seamless. Teams know who is doing what, when, why, and how. Bring visibility, efficiency, and connectivity to your firm.
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MANAGE YOUR ENTIRE PRACTICE
Resource Planning
Optimize everyone’s workload for a more efficient, productive team. Allocate resources by seeing who has capacity to take on more work, ensuring no one is overburdened.
Ecosystem Integrations
Integrate your email and other ecosystem apps including QuickBooks and ProConnect to streamline your data and automate processes all in one place.
Client Portal
Connect your firm and clients with a secure client portal. Assign tasks to clients and share files easily. Schedule automatic reminders and let Karbon do the chasing.
Time & Budgets
Unlock your firm’s hidden profitability. Estimate and track time to understand jobs that are on-budget, allocate resources, and uncover performance insights to transform your firm.
Automate your workflow
Focus on the high-value by automating the low-value. Automate common, time-consuming tasks to allow your team to provide a higher quality service to clients, helping their businesses succeed. Automate client data collection and file storage. Automate updates to status, due date and assignee as milestones are achieved.
Standardize processes
Standardize your work with best-practice workflow templates and checklists, ensuring processes don’t break and quality is maintained as your team evolves and grows. Customizable statuses, checklists, job roles and work types allow you to document workflows to suit your business, giving your staff the tools to set up detailed work items in seconds.
Leverage AI securely
Automate tasks and work faster with AI and GPT securely integrated. Create a bite-sized summary of long email conversations and internal discussions. Provide personalized updates to your clients as their job progresses. Set a task within your workflow to automatically draft an email reflecting your progress and any other prompts you provide.
Embed emails in your workflow
Karbon fully integrates with Gmail and Outlook to bring emails into your workflow. You can connect personal and shared email inboxes and collaborate with colleagues on emails to bring more connectivity and visibility to all communication. All conversations between staff and clients is consolidated in automatic audit trails. Put an end to blind spots and give everyone access to the communication that matters, both internal and external, no matter the source.
Collaborate in context
Discuss work with your team directly on the emails, notes and tasks at hand. No more out-of-context FYIs or meaningless forwarded emails, add comments where they are relevant to carry-out internal discussions. Team communication happens in the same place as work, tasks and planning.
Ensure every task is accounted for
Flexible checklists empower your team to work seamlessly together. Everyone knows what their responsibility is and can keep track of how things are progressing overall. Tasks and sub-tasks can be given their own assignee, status and due date—ensuring that everything is prioritized effectively and nothing slips through the cracks.
Monitor billing in real time
Understand profitability, know the cost of delivery, and accurately price your services. Track WIP, realization, and aged receivables with purpose-built dashboards, or build custom API solutions.
Know where every job lands
Karbon brings all tasks, notes, emails and documents relating to a job together, so you have everything you need when you need it. Look at the big picture and see how things are tracking at-a-glance, or hone in on what’s important down to an individual task. Everyone has what they need at their fingertips.
Timelines keep track automatically
Every email, internal note and detail, for each client, is in one shared place for your team. Know who last contacted a client, what was said, and when that was. When a client calls you can instantly see where things stand. Managing client relationships has never been easier.
