Karbon

AI-powered practice management for accounting firms, streamlining the entire tax work lifecycle.

by Karbon ยท Tax Compliance

Executive Summary

Karbon is a top-ranked practice management platform specifically designed for accounting firms. It helps manage the entire tax work lifecycle, leveraging AI-powered workflows to enhance efficiency and accuracy. The platform is recognized for its robust features and positive customer reviews, consistently ranking as a leader in the accounting practice management space. Karbon offers a comprehensive suite of tools that integrate various aspects of an accounting firm's operations, from email management to workflow automation and client communication. Its focus on streamlining processes allows firms to improve productivity, ensure compliance, and deliver better client service. The platform is built to support firms of various sizes, offering flexible pricing plans to suit different needs. With a strong emphasis on security and data privacy, Karbon is SOC 2 Type 2 certified and adheres to GDPR principles, ensuring client data is handled with the highest standards. It also provides extensive integration capabilities, including a public API, allowing firms to connect Karbon with their existing tech stack and build custom solutions.

Use Cases

  • Managing the entire tax work lifecycle for accounting firms.
  • Automating workflows for bookkeeping, payroll, and financial reconciliation.
  • Streamlining client communication and email management.
  • Integrating with other accounting software and tools via API.
  • Improving practice efficiency and compliance for accounting firms.

Features

Visibility

  • Centralized Work Management: Gain a comprehensive overview of all client work, deadlines, and team assignments in one unified platform.
  • Email Integration: Connects with Gmail, Exchange, and Office 365 to automatically link client emails to relevant work items.
  • Client Communication Tracking: Monitor and manage all client interactions, ensuring timely responses and clear communication history.

Intelligence

  • AI-Powered Workflow Automation: Automate repetitive tasks and streamline complex processes across the tax work lifecycle using artificial intelligence.
  • Best Practice Workflow Templates: Access and customize pre-built workflow templates for various accounting services to ensure consistency and efficiency.

Support

  • Dedicated Account Manager: Receive guidance and support from a dedicated account manager for Enterprise plans, including quarterly business reviews.
  • Expert Training Sessions: Live training sessions for teams to learn how to effectively use Karbon's key features.
  • Comprehensive Help Center: Access a detailed knowledge base and articles for self-service support.

Technical Specifications

Deployment
SaaS
Authentication
OAuth/OIDC
API Available
Yes

Integrations

  • Gmail
  • Microsoft Exchange
  • Office 365
  • QuickBooks Online
  • Zapier
  • HubSpot CRM

Security & Compliance

Certifications: SOC 2 Type 2

Encryption: Data encrypted at rest and in transit, compliant with SOC 2 Type 2 standards.

Pricing

Model
Subscription-based, per user per month, billed annually or monthly
Starting Price
$89 USD/month (per user, billed annually for Business Plan)
Target Customer
SMB,Mid-Market,Enterprise
Contract Type
Annual, Monthly
Free Trial
No