Karbon

Need a quick refresher on what’s new with Karbon in the last six months? Here’s a birds-eye view of the updates: 💸 Billing & Payments: All-new, highly requested feature is finally here 📩 Shared Triage: A collaborative inbox, designed for efficient collaboration and greater team visibility 🧑💻 Enhancements to Karbon Practice Intelligence (KPI) dashboards ✅ Approvals (beta) feature now available ⏳Deadline feature now available to all customers For detailed info on the changes, read the article here https://lnkd.in/gh-bTDZw.

It’s been a big six months at Karbon: 💸 Billing & Payments: Enable easy access to flexible billing, faster payments and real-time reporting—all in one place. 📩 Shared Triage: Manage shared inboxes with colleagues, giving you greater visibility to collaborate more efficiently and deliver exceptional client service. ✅ Approvals: Simplify the document approval process by allowing the user to send, track, and monitor approval requests within Karbon—and integrate these documents into your project workflow seamlessly. ⏳Deadlines: Add critical external due dates such as tax filing dates to work items, so you can manage internal and external due dates effectively together. ⚒️ New Improvements: Karbon Practice Intelligence (KPI) and Karbon AI enhancements, and other notable improvements. Our Chief Product Officer, Sara Goepel, deep dives into these features here https://lnkd.in/g24-P-Jm 👇

How can Karbon AI's new email brand tone feature elevate communication across the firm? Watch the video to see it in action 🎥 This feature is currently in beta. If you’d like to request access to the beta program, you can register your interest here: https://lnkd.in/gM35wNFJ. Learn more about the latest enhancements to Karbon, including Karbon Billing, Triage, and Karbon API, in this release note: https://lnkd.in/ghswErd3. #KarbonUpdate

The next Karbon Product Roadmap webinar is happening next week, with exciting updates from Chief Product Officer Sara Goepel and her team of Product Managers. Which Karbon enhancement are you looking forward to? 🗃️ Bulk work reassignment 🖊️ Approvals and eSignature 💰 Updates to Billing and Payments (credit notes and payment surcharges) 🙌 Improvements to Karbon AI (smart suggestions and work summaries) 🖥️ New Karbon Practice Intelligence (KPI) dashboards Register to join one of the sessions live or to receive a copy of the recording: https://lnkd.in/grHXQ9tq.

Emails can be tricky. The way you and your staff members communicate over emails can make or break your client relationships. In this #KarbonUpdate, you can now try out setting and standardizing your email brand tones with Karbon AI. Decide how you want your firm to communicate and control these settings at a firm level and give your team the confidence that they're communicating in a way that best represents the firm. Along with this release are other enhancements such as: 👉 The addition of the Payments tab in Karbon Billing 👉 The ability to mark tasks as 'Completed' directly from Triage 👉 Two new updates to Karbon's API Read more about these features here https://lnkd.in/ghswErd3

There's absolutely no doubting it: choosing the right practice management tool for your firm can be a challenge. So, we’ve made it easier. Introducing: The Accounting Practice Management Software Selection Guide 📖 It delves into: ✅ The essential features to look out for in a practice management tool ⛔️ Red flags to avoid 🔑 3 key considerations to take when choosing the best solution for your firm Discover how to identify, evaluate, and choose the right practice management software for your accounting firm: https://lnkd.in/gYgF3W-6

Join our upcoming Product Roadmap webinar and discover Karbon's latest practice management enhancements 🦾 In this session, Karbon's Chief Product Officer, Sara Goepel, and her team of Product Managers will recap on the biggest features released to Karbon in the second quarter of 2024. They'll also share an exclusive look at what's coming next. Expect to hear about: 📥 Bulk work reassignment ✔️ Approvals and eSignature 💳 Updates to Billing and Payments (credit notes and payment surcharges) 💻 Improvements to Karbon AI (smart suggestions and work summaries) 📊 New Karbon Practice Intelligence (KPI) dashboards Learn new ways you can benefit from the latest in practice management innovation. Register here: https://lnkd.in/grHXQ9tq

Shopping for software can be overwhelming—and searching for the correct practice management tool is no different. Too many bells and whistles can cause choice overload; too few can leave you feeling stuck without a powerful enough solution. But what features should a good practice management tool offer? Here are some non-negotiables: 1️⃣ Integrated email 2️⃣ Project and workflow management 3️⃣ Client portal 4️⃣ Integrations with other accounting-specific tools And many others, which you can read about in the brand new eBook: The Accounting Practice Management Software Selection Guide. It’s written to help you choose and implement the ideal practice management tool to streamline your firm. Download it here: https://lnkd.in/gYgF3W-6

Looking to take advantage of ChatGPT feature releases but not sure where to start? Automation expert, Isaac P., has you covered with these 8 real-life examples of how to use Open AI's custom GPTs. From a Tax Advisor GPT to a Recruiting Assistant GPT, Isaac provides explanations, examples of how each GPT could be used in your firm, and links to start using them now. A must-read if you want to harness the power of AI at your firm 💡 Read the article here https://lnkd.in/gEEBXRrF 👈

It’s difficult to embrace change, especially when it comes to your tech stack. For the accounting industry, however, one thing is certain: technology is driving the future of the profession. And the numbers are doing the talking: 🧑💻 40% of accounting functions can be fully automated with the correct technology. 🦾 67% of accounting professionals believe AI can give them a competitive advantage. 🏃 Just 25% of accounting firms feel extremely confident in their ability to keep pace. Ultimately, what will separate those who keep up and those who get left behind is the technology they choose to power their firms with. And at the core of every high-performing accounting firm is a robust accounting practice management tool. Choosing the correct one can be daunting—that’s why we wrote The Accounting Practice Management Software Selection Guide. It’s written to help guide you through the decision-making process. Not sell you a particular tool over another, but help you evaluate which features are the best for your firm. Download the eBook here https://lnkd.in/gYgF3W-6.