You heard right—eSignatures and Approvals are here! Here’s why this is a big deal: 1️⃣ Approvals and signatures without switching tools. 2️⃣ Instant updates on your document status. 3️⃣ Happy clients, thanks to an intuitive signing experience. It’s fast. It’s easy. It’s all in one place. Karbon just became the most efficient member of your team 🙌 Ready to test it out? Join this upcoming #KarbonWebinar to learn more about these features and get your questions answered: https://lnkd.in/gCHcsDwt
Karbon
Software Development
Sausalito, California 44,584 followers
Practice Management for scaling accounting firms. Your teams, clients, workflow, documents, planning, reporting + more.
About us
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.
- Website
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http://karbonhq.com
External link for Karbon
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Sausalito, California
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Accountants, Growth, Software as a service, Workflow management, Practice management, Scale, Processes, Accounting firms, Task management, Client management, Relationship management, Teams, Visibility, and Efficiency
Locations
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Primary
2400 Bridgeway
Suite 280
Sausalito, California 94965, US
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13-15 Smail St
Suite 8
Ultimo, NSW 2003, AU
Employees at Karbon
Updates
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The biggest challenge accounting firm owners face isn’t how to be an accountant, but how to be an effective business owner and entrepreneur. Karbon’s Practice Excellence framework is designed to highlight your firm’s strengths and opportunities across its business functions—and compare your results to other firms across the globe. Achieving Practice Excellence revolves around mastering the Four Pillars: ♟️ Strategy 💼 Management 🧮 Efficiency 🌳 Growth These pillars encompass 12 key competencies that define a firm’s ability to navigate challenges, implement change, and drive sustainable growth. The 2024 Practice Excellence Special Report digs deep into these critical insights, and shows how some firms excelled during and after COVID. Grab your copy here https://lnkd.in/gmsqkDvr 🤓
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2024 has been an incredible year at Karbon, thanks to our amazing team and valued customers. This year, Karbonites across the globe came together—both in person and online—to celebrate milestones and the connections that make work meaningful. To all Karbon customers and partners: you’re at the heart of everything we do. Here’s to even more connection and success in 2025! 🎉
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What separates the firms that flourished through the pandemic from those that struggled? The answer lies in operational efficiency and strategic focus 🏆 ‘Rising Beyond the Challenge’ is a Practice Excellence Special Report that dissects the tactics, efficiencies, and growth strategies that leading firms adopted to thrive during and after COVID-19. If you’re ready to embrace efficiency and rise to the challenge, this report is your roadmap 🗺️ https://lnkd.in/gmsqkDvr
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The wait is over—eSignatures and Approvals are now live in Karbon! 🎉 📄 No extra apps or hassles. Just send, track, and get approvals right from Karbon. ⏱️ Full visibility into status updates in real-time. 🤝 An experience your clients will actually enjoy. We’re all about making your life easier—and this feature does just that. Ready to explore? Watch the video or visit https://lnkd.in/gnc3CfZx to get started. Tag someone who will love this feature 👇
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This #KarbonUpdate brings enhancements to flexibility, efficiency, and control in managing billing and client data. 💵 Credit Notes: Now available to all customers using Karbon for billing, for better invoice adjustments. 🏦 Quick Collect Payments: Streamlined payment collection from saved client details. 💸 Manage Payment Methods: Easily remove or update payment methods. 💰 Bulk Service Updates: Update service types in bulk with ease. Learn more about these updates in the release note 👉 https://lnkd.in/ganWbcVK
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What separates thriving tax firms from those constantly playing catch-up? It's not just growing your team or chasing bigger clients—it's about understanding and managing your capacity effectively. Capacity planning is the foundation for sustainable growth that: ✔️ Ensures your team isn't overworked ✔️ Aligns your resources with client demand ✔️ Protects profitability at every stage Are you confident enough in your capacity management? More here: https://lnkd.in/gKP5bkDS
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Another incredible time with HLB International at the HLB North American Advisory, Tax & Audit Conference 🔥 Being in the room with so many brilliant minds, sharing ideas, and strengthening relationships reminded us why we love what we do. A huge thank you to the HLB partners and organizers for creating such a collaborative and inspiring event. And to everyone Austin Brown and Lauren Stuhlreyer had the chance to meet—whether it was during a session, over coffee, or in passing—it was a true pleasure 🙌 #LifeAtKarbon
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Digital CPA 2024 was a blast 🎉 Big thanks to everyone who stopped by to connect with the Karbon team Ken T. and David M.. It was great sharing how Karbon helps firms save time and scale smarter. What was your top takeaway from the event? 💡 #LifeatKarbon #events #digitalcpa #dcpa2024 #accountingevents #accountinginnovation #growthmindset #businessgrowth #practicemanagement
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Are you pricing your services according to the real value your accounting firm offers? The truth is, not all pricing models are created equal. They serve different goals. Which of these 3 key pricing models suit your accounting firm? ⏳ Hourly biling: Straightforward but ties growth to time. Ideal for short-term projects, with limitations on scalability. 🔧 Fixed-fee billing: Predictable for clients, but requires careful planning to ensure scope is clear. 💲 Value-based pricing: Charge for the results, not time, to reflect the true value you provide. Which one aligns with the service you provide and your goals? Read more about these 3 pricing models in this article written by Leichter Accounting Services CEO David Leichter 🔗 https://lnkd.in/ggkaH5je