Karbon
Karbon is the leading practice management software for accounting firms, providing tools for client management, workflow automation, team collaboration, and business analytics.
📝 What is Karbon?
"Karbon is a practice management software designed specifically for accounting firms, focusing on enhancing productivity, client relationships, and profitability."
🔑 Key Features
Client Management
Track your firm’s relationship with every client and deliver the service you promise.
Workflow Automation
Automate low-value, time-consuming tasks so your team can focus on your clients.
Team Collaboration
Unite your team with one place to collaborate on email, tasks, clients, and work.
Business Analytics
Track and reveal insights to guide critical firm decisions and improve efficiency.
Document Management
Effortlessly share, save, and organize your files right from Karbon.
Email Management
Move beyond inbox silos and blind spots with email embedded in your workflow.
Calendar Integration
Connect your Google or Outlook calendar to Karbon to plan your time better.
Client Portal
Engage with your clients, share sensitive information, and communicate with ease.
Billing & Payments
Bring your workflows together and remove the manual steps of reconciling time, billing, and work.
AI Integration
Automate tasks and work faster with AI and GPT securely integrated into your workflow.
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Verify This Page🤖 AI Capabilities
Overview
Karbon integrates AI to enhance productivity and automate tasks.
Capabilities
- Task automation
- Data analysis
- Client interaction enhancement
AI Models
GPT
language model
Generative Pre-trained Transformer for natural language processing tasks.
💰 Pricing and Plans
Pricing Overview
Karbon offers various pricing tiers based on firm size and needs.
Small Firms
Contact for pricing
- Basic features for small teams
- Client management
- Workflow automation
Mid-sized Firms
Contact for pricing
- Advanced features for growing teams
- Team collaboration
- Business analytics
Large Firms & Enterprise
Contact for pricing
- Comprehensive features for large teams
- Custom integrations
- Dedicated support
✨ Free trial or plan available
🔒 Security and Compliance
Security Overview
Karbon prioritizes security and compliance to protect user data.
Security Measures
- Enterprise-grade security
- Regular security updates
- Data encryption
Certifications & Compliance
📊 Additional Information
Competitive Advantage
Karbon stands out in the market due to its focus on accounting firms and comprehensive feature set.
- Tailored specifically for accounting practices
- Strong emphasis on collaboration and automation
- Robust analytics and reporting capabilities
Future Developments
Karbon is continuously evolving with new features and updates.
- Enhanced AI capabilities
- More integrations with third-party apps
- Improved mobile app functionality
Update frequency: monthly
Integration and Deployment
Karbon integrates with various applications to streamline workflows.
Integrations:
- Google Workspace
- Microsoft Outlook
- Slack
- Dropbox
- OneDrive
Deployment Type: cloud-based
User Interface
The interface is intuitive, allowing users to manage tasks, clients, and communications seamlessly.
Mobile app available
Support and Resources
Karbon provides extensive support and resources for users.
Support Types:
- Email support
- Live chat
- Knowledge base
Training Resources:
- Live training sessions
- Webinars
- Documentation
🌐 Links
🏆 Awards and Recognition
G2 Leader in Accounting Practice Management
Recognized as a top solution based on customer reviews.
🎉 Success Stories and Testimonials
Customer Feedback
Karbon has numerous positive testimonials from satisfied clients.
"Enabled us to be more efficient, productive and profitable."
Paul Sweeney, Pretium Solutions
"The perfect program for team collaboration and accountability."
Katherine White, Ivory Planning Group
"Finally in control of my practice."
Ali Redwood, TaxAssist Accountants
Notable Customers
📊 Case Studies
Improving Efficiency in Accounting Firms
Industry: Accounting
Challenge:
Firms struggled with task management and client communication.
Solution:
Implemented Karbon for centralized management and automation.
Results:
Increased productivity by 18% and reduced time spent on administrative tasks.
Unverified Page
This page has not yet been verified by the software vendor. The information presented here may not be fully accurate or up-to-date.
Are you the vendor of Karbon? Verify this page to ensure all data is accurate and up-to-date.
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