Practice management platform for accounting firms: work, email, clients and billing in one place.

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About Karbon

Karbon is a practice management platform built for accounting and bookkeeping firms. It combines client and engagement management, workflow automation, shared email triage, time and budget tracking, billing and payments, document management, e-signatures and a client portal. Period close automation and reporting help firms track capacity and profitability, while integrations connect it with accounting and tax software. Its Kai AI coworker assists with tasks inside the platform. Karbon was founded in Australia and is headquartered in the San Francisco Bay Area.

Listed inAccountingasAccounting Firm Software

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Features

Manage client work with workflows
Triage shared team email
Track time and budgets
Bill clients and collect payments
Exchange documents through a client portal
Collect e-signatures and approvals
Automate period close
Report on firm capacity and profitability
About
Founded2014
HeadquartersSausalito, USA
Employees100 – 300
karbonhq.com