Author : Josh Turner

Workflow and Communication Management


Karbon is a fintech app designed to help accounting firms and other professional services firms manage their workflows and client communication more efficiently. The app provides a range of tools for managing tasks, projects, and communication, all in one place.

Karbon was founded in 2014 in Australia and has since expanded to serve customers worldwide. Its platform is built on the principles of collaboration, visibility, and automation, and is designed to help teams work more effectively and deliver better results for their clients.

The app offers several key features, including task management, project management, and communication tools. With Karbon, teams can create, assign, and track tasks, set up projects, and communicate with clients and team members in real time. The app also offers a unified inbox, which allows teams to manage all of their email communication in one place.

Karbon integrates with a variety of other software tools commonly used by accounting and professional services firms, such as Xero, QuickBooks, and Trello. This allows teams to streamline their workflows and automate tasks such as data entry and reconciliation.

One of the key benefits of using Karbon is its focus on collaboration and visibility. The app is designed to help teams work together more effectively, with features such as shared workflows, team dashboards, and real-time notifications. This can help teams stay on top of their workloads and ensure that nothing falls through the cracks.

Overall, Karbon is a valuable tool for accounting and professional services firms looking to improve their workflows and client communication. Its focus on collaboration, visibility, and automation can help teams work more efficiently and deliver better results for their clients.

More Information

Cost Team Package - £29/month, per user, paid annually. Includes integrated emails, team collaboration tools and workflow and to-do lists | Business Package - £39/month, per user, paid annually. Includes all the benefits of the team package, plus automatic client reminders, task automation, industry integrations and budget vs actual reporting | Custom packages available to cater your business needs.
Competitors Pixie, BQE CORE Suite, InfoFlo, Canopy, Asana, TaxDome
Function Karbon is a collaborative practice management platform for accounting firms. It enables seamless communication and workflows bringing your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity wherever your team are located. Get more out of our team by automating tasks and standardising common processes. Karbon allows your team to work together in collaboration on tasks with connected emails, clients, jobs and tasks.
USP Karbon aims to help accounting and professional services firms work more effectively and deliver better results for their clients
Use Case Workplace and Client Communication Management
Features Team Collaboration | Workflow Automation | Project Management | Email Management | Calendar Integration | Accounting Integration | Customisable Dashboard
Strengths Good customer service | Effective training programmes on how to use Karbon | Custom workflow so your team know what to do and when to do it. | Integrates with your favourite accounting software. | Collaboration with your team working on tasks and managing clients | Automated tasks to save you time
Considerations Some of the packages with the more useful features can be expensive. | Pending updates to improve functionality
Target Customers Accounting and Professional Services Firms from small startups to large enterprises.

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