Karbon Practice
AI practice management for accountants
Overview
Karbon is cloud-based practice management software built specifically for accounting and bookkeeping firms, centralizing workflow automation, project and job tracking, client communication, billing, and document management in one system rather than relying on generic project tools plus email. Core features include integrated email that ties client messages to jobs, a client portal for secure document sharing, time tracking and payment processing, eSignature support, and reporting dashboards that give firm leaders visibility into job status and budgets across the practice. The platform includes Kai, an AI coworker that uses firm data to automate tasks, summarize client information, and surface intelligent suggestions within existing workflows. Karbon serves accounting firms of various sizes, from small practices to larger firms and specialized practices such as those focused on private equity and M&A work, and reports being ranked the leading accounting practice management software based on verified customer reviews for 20 consecutive quarters.
Details
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