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Karbon

Name: Karbon
Rating: 4.5 (2 reviews)

By Karbon

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Highlights : About Karbon

Workflow Design & Management

Performance Analytics

Team Collaboration Tools

Client Management

Task Automation

Centralized Knowledge

About Karbon

Karbon is a workstream collaboration tool that acts as a work and communication hub for medium and large businesses. It offers functionalities such as email integration, internal communication, workflow management, task management, client collaboration, CRM, work templates and more. Karbon is built from the ground-up to provide visibility, which makes it ideal for teams who need to collaborate together across different departments and locations. The fact that Karbon allows for collaboration in context of the work itself separates it from many other workflow and communication products. As well as improved visibility, other core benefits of Karbon include efficiency gains, increased output, greater throughout, and the ability to determine what work and tasks need the most focus. As a cloud-based solution, Karbon can be accessed via web browsers, as well as the native Karbon iOS app.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Accounting integration

Audit trail

Automatic emails file retrieval; ad hoc storage for contacts

Collaborative workspace

Configure different statuses per work type.

Create custom workflows per work type.

Create job templates and standardize work.

Email archiving

Integration with Gmail, Office365 and Microsoft Exchange.

Job management

Multiple user accounts

Schedule work and create a set of recurring tasks.

Set custom templates for all recurring work.

Stop working in silos, share all comms and files in Karbon.

Task planning

Task scheduling

To-do list

Track status of work and tasks for all practice teams.

Workflow management

Workflow, task, team, job and client management for firms.

Benefits

Improve visibility and centralize communication

Improve visibility and centralize communication across the entire accounting practice with Karbon using Karbon's Kanban boards and custom workflows.

Productive

Become more productive and free from email jail: convert emails into a checklist of tasks that are assignable as well as actionable.

Improve client service delivery

Improve client service delivery and satisfaction by consolidating all client information, as well as automating document collection with client tasks.

Accountability

Streamline your firm's workflow and drive accountability and ownership within each team member.

Karbon's best practice SOP templates

Standardize your processes and gear up for scale, using Karbon's best practice SOP templates.

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