Accounting practice intelligence platform Karbon on Wednesday announced the global launch of Karbon for Clients, a secure, modern client portal designed to help accounting professionals streamline collaboration, accelerate response times, and reduce administrative burden.
Karbon for Clients equips accounting firms with an end-to-end solution that manages the entire client lifecycle, including onboarding, delivery, and long-term relationship management, the San Francisco-based company says.
Karbon noted that this release integrates directly with its intelligent practice management solution, extending the company’s vision of a platform that connects people, data, technology and workflows, woven with artificial intelligence and automation.
“Our mission has always been to empower accounting professionals to deliver exceptional service,” Karbon CEO Mary Delaney said in a statement. “With Karbon for Clients, we’re making it effortless for firms to elevate their service delivery through a secure and fully connected client experience that strengthens relationships and drives firm growth.”
Clients can access the portal 24/7 via web or mobile app to complete tasks, send documents, and communicate in real time—helping firms cut back on email follow-ups and focus on high-value work. All client activity, from comments to eSignatures, is automatically linked to firm workflows, giving teams full visibility without the need to switch tools or duplicate effort.
Key Karbon for Client features include:
- Smart notifications and real-time updates: Keep clients informed and reduce follow-ups.
- Integrated task management capabilities: Streamlines client deliverables.
- Centralized communication history: Create a complete record of client interactions across multiple channels.
- Secure file sharing and document management: Safeguard sensitive information with enterprise-grade security, two-factor authentication, and eSignatures and approvals for faster document processing.
- Branded client experience: Reinforce firm identity with a customizable interface tailored to each client.
This release follows Karbon’s recent launch of end-to-end tax workflows, AI-powered summarization, and advanced analytics.
More than 300 firms participated in the early access program for Karbon for Clients, with many reporting better communication and less admin.
Karbon for Clients is now available to all Karbon customers globally. Additional capabilities, including engagements, invoicing, payments, and tax organizers, will roll out during the second half of 2025.
More information about Karbon for Clients can be found here.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
