Karbon Description
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
Karbon Alternatives
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Cliénta
Cliénta revolutionizes the client onboarding process, turning the often chaotic initial weeks of a new partnership into a streamlined and cohesive experience that clients can complete effortlessly from their own devices. As a dedicated onboarding solution specifically designed for UK accountancy firms, Cliénta eliminates the need for tedious manual processes, spreadsheets, and disjointed compliance verifications by offering a comprehensive magic link that encompasses everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single branded workflow. Seamlessly integrating into your current operations, it works with leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to accelerate client onboarding while ensuring compliance with industry regulations. With Cliénta, you can finally stop the relentless pursuit of clients and instead focus on what truly matters. Embrace the future of client onboarding and join the ranks of modern accounting firms that are transforming their processes, allowing them to onboard clients in mere minutes instead of days.
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TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
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Pricing
Pricing Starts At:
$59/month/user
Pricing Information:
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
Free Trial:
Yes
Company Details
Company:
Karbon
Year Founded:
2014
Headquarters:
United States
Website:
karbonhq.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Live Rep (24/7)
Online Support
Karbon Features and Options
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Workflow Management Software
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
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