Karbon
Practice management software for accounting firms
Karbon is a cloud-based practice management platform for accounting firms that brings client records, email, tasks, workflows, invoicing and payments into a single system. It addresses the fragmentation caused by separate CRM, email, task and billing tools, giving firms one shared view of client work, communication and job status.
Its modules include Client Management, Client Portal, Email Management, Workflow Automation, Project Management, Time & Budgets, Billing & Payments, Document Management, eSignature & Approvals, Period Close Automation, Tax Organizers & Binders, Reporting & Analysis and Team Collaboration. It integrates with Xero, QuickBooks, HubSpot and other ecosystem apps through an open API, and includes Kai, an AI coworker that answers questions using firm data, plus AI client summaries. Triage AI for email is listed as coming soon.
Karbon is aimed at accounting firms, with onboarding support for migrating from other CRM or practice management systems. The pages do not specify pricing, plans or packaging details.
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