Automation & Efficiency for Accounting Firms

“Enabled us to be more efficient, productive and profitable.”

— G2 Review from Paul Sweeney, Pretium Solutions

Get more done in your accounting firm by automating tasks, standardizing common processes, simplifying client data collection, and scaling client onboarding.

Automate tasks and standardize processes

When teams experience day-to-day inefficiency and lack of process alignment, time is wasted, client service suffers, and growth may seem out of reach.

Karbon standardizes critical processes and streamlines your workflows to give you more from every team member. Tasks are automated. Staff know exactly what to do next and how to do it efficiently. And growth becomes simple again.

Leading accounting firms use Karbon for automation and efficiency

Spend less time on coordination and reminders and more time providing valuable services

Standardize and streamline

Work in Karbon is driven by standardized templates, ensuring processes don’t break and quality is maintained as your team evolves and your business grows.

Use task-dependent automators to trigger workflow updates, provide an accurate reflection of progress, and keep the team on the same page.

Simplify client onboarding

Begin every client relationship painlessly. Standardizing your onboarding process with templates allows you to take on more clients and still give each one the red carpet treatment.

Integrate Karbon with other systems to trigger workflows the moment a new proposal is accepted, creating seamless efficiency for everyone.

Automate client chasing

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.

The moment a client sends documents and comments, you are notified right where you need them.

Invoice and collect payments

Bring your workflows together and remove the manual steps of reconciling time, billing and work.

Using Billing & Payments in Karbon consolidates your systems, provides automation at every step, and takes hours off your billing process.

Work faster with Karbon AI

Create a bite-sized summary of long email conversations and internal discussions. See what’s important and actionable, before deciding if you need to dig deeper.

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.

Automation & Efficiency Features

Work Templates

Standardize your common processes and workflows in customizable templates.

Automators

Create logical relationships and dependencies between tasks or activities.

Work Scheduler

Set recurring work to repeat on automatic schedules.

Auto-reminders

Stop chasing clients for missing information. Karbon sends task reminders for you.

Standardized Checklists

Work tasks and sub-tasks ensure everyone knows their own responsibility.

Billing & Payments

Consolidate systems, automate every step, take hours off the billing process.

Karbon AI

Automate tasks and work faster with AI and GPT securely integrated.

Document Management

Files and documents automatically stored and organized against clients and jobs.

My Week with Calendar Integration

Organize your work, tasks and email into a manageable action plan.

Client Groups

Manage people and organizations that are related by ownership or financial structure.

Shared Contacts

Work together on clients with all contact details, work and communication in one place.

Client Portal

Collaborate with clients in one streamlined workflow with tasks and document sharing.

Third-party Integrations

Share data between Karbon and other systems to keep everything up-to-date.

Time & Budgets

Estimate and track time to understand profitability and allocate resources.

Kanban Board

View and optimize all of the jobs going on across your team.

Explore other benefits of Karbon

In addition to increased automation and efficiency, Karbon customers enjoy greater visibility and better collaboration, increasing productivity and control.