Enjoy your work, clients, planning, and communications all in one place.
Whether your team is in-person or working remotely, you're all together with Karbon.
Manage all tasks, assignees, statuses, due dates, and client info with at-a-glance dashboards to keep everything organized and on track.
Get real-time updates, shared checklists, mentions, comments, and more, so your team can work at maximum efficiency—all integrated in the software.
Tap into pre-built templates that you can customize, or create your own, so you can standardize processes and deliver consistent quality every time.
Set automatic reminders for clients, automatically schedule to-dos, and sync data and statuses with your ProConnect software.
Get a bird's-eye view of all the work happening now, coming soon, and already completed at your firm. The Kanban view shows you everything in easy-to-read cards that you can drag and drop to quickly reprioritize or reassign tasks. Create fully customized views that you can save for quick reference. You can filter by due date, by client, by status, and even by assignee to balance your team’s capacity.
Shared client timelines
See every communication, every document, every task, every detail of a client—all organized in a simple timeline view for a complete audit history. Pin important information to the top, and allow everyone in your firm to access the digital file at once for shared visibility. No more scrambling when a client calls to check on status—it’s all organized in one place at every team member’s fingertips.
Stay on top of work even when you’re away from your desk with the easy-to-use app on your smartphone or tablet. Create and assign tasks from emails, swipe to clear items that don’t need your immediate attention, connect with your staff, view your team’s top priorities, and more. Simply download from the Apple App Store or Google Play.
View your entire inbox and take quick action on any email—including posting an internal comment for your team, adding tasks to to-do lists, tagging assignees, or simply replying as normal—all from inside Karbon. Integrations with Gmail, Office 365, and Microsoft Exchange mean it’s effortless to keep everything in sync so nothing gets overlooked.
Create custom checklists that you can share across your team or with a client to take the guesswork out of what’s needed and what’s completed. Assigned tasks on the checklist automatically appear on the assignee’s to-do list as well. And once an item is complete, the checklist automatically moves to the next item. Your whole team can see the task list status, so nothing falls through the cracks.
Real-time progress updates
Keep everyone on your team in-the-know with updates that let you know exactly when tasks are completed and the next action needs to be taken. Whether it’s a to-do for a client or an assignment for a team member, your staff can monitor progress as it happens with no need to spend time on status meetings or emails. It’s all simple to see and track.
Set reminders that email your clients automatically to request documents, signatures, or other information. No need to remember to follow up, and less waiting, because clients know exactly what you need, and by when. Simply assign clients a list of tasks to do, and as they complete them, you get updates every step of the way. Choose the timing of reminders—whether gentle, urgent, or a custom preference you set.
Integration with Lacerte, ProConnect, QuickBooks
Cut out wasted time spent on duplicate data entry by letting client data flow smoothly between Intuit Practice Management and Intuit Lacerte Tax, Intuit ProConnect Tax, and QuickBooks. See real-time status of e-file (federal, state, submitted, accepted, rejected), eSignature (sent, signed), and tax returns (not started, waiting on client, ready for review)—even create custom statuses. Jump straight into Lacerte or ProConnect with one-click access.
Don’t waste time on low-value admin. Use task-dependent automators to trigger workflow updates, provide an accurate reflection of progress, and keep the team on the same page. Automate updates to status, due dates, and assignee as you achieve your milestones.