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Firm Management

Karbon Task Management for Accountants

2016 Innovation Award Finalist -- Instantly see and set priorities for everyone with to-do lists. Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.

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2016 Innovation Award Finalist.

Instantly see and set priorities for everyone with to-do lists. Easily prioritize and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new employees up to speed.

Set standard tasks for onboarding new clients that everyone in your practice can follow and make sure nobody is dropping the ball.

Turn emails into a checklist
 of actionable tasks.

Like most firms, you probably manage your team and your clients by email. In essence, your inbox is your to-do list, but it’s a mess. And everyone on your team has their own messy inbox.

Karbon unites your team with a single place to work together, where emails and tasks can be assigned to whoever is best for the job, not stuck in your own individual inboxes.

Know exactly where things stand with every client.

With Karbon, all communication between staff and clients is in one place. Everyone knows exactly who said what and when, there’s always a complete audit trail.

When a client calls, you see all the work for that client—what’s being done, has been done and is scheduled to be done—all in one place.

Everyone in the practice knows what needs to be done.

Stop working in silos, wondering if things are getting done. Stop yelling across the office asking if anybody knows—thanks to Karbon, everyone knows.

With Karbon, your team and your practice run smoother and smarter—while clients get faster and better service.