Karbon for Shoppers offers companies and purchasers a single place to handle duties, paperwork, and messages, decreasing admin work and enhancing firm-client collaboration.
Karbon, the chief in accounting follow administration software program, as we speak introduced the worldwide launch of Karbon for Shoppers, a safe, trendy shopper portal designed to assist accounting professionals streamline collaboration, speed up response occasions, and cut back administrative burden.
Karbon for Shoppers equips companies with an end-to-end resolution that manages your entire shopper lifecycle, together with onboarding, supply, and long-term relationship administration. This launch integrates immediately with Karbon’s clever follow administration resolution, extending the corporate’s imaginative and prescient of a platform that connects individuals, information, expertise and workflows, with AI and automation woven into each step.
“Our mission has all the time been to empower accounting professionals to ship distinctive service,” mentioned Mary Delaney, CEO of Karbon. “With Karbon for Shoppers, we’re making it easy for companies to raise their service supply by a safe and totally linked shopper expertise that strengthens relationships and drives agency development.”
Shoppers can entry the portal 24/7 by way of net or cellular app to finish duties, ship paperwork, and talk in actual time—serving to companies in the reduction of on electronic mail follow-ups and deal with high-value work. All shopper exercise, from feedback to eSignatures, is mechanically linked to agency workflows, giving groups full visibility with out the necessity to swap instruments or duplicate effort.
Key options of Karbon for Shopper options embody:
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Good notifications and real-time updates: Hold purchasers knowledgeable and cut back follow-ups.
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Built-in activity administration capabilities: Streamlines shopper deliverables.
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Centralized communication historical past: Create an entire document of shopper interactions throughout a number of channels.
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Safe file sharing and doc administration: Safeguard delicate info with enterprise-grade safety, two-factor authentication, and eSignatures and approvals for sooner doc processing.
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Branded shopper expertise: Reinforce agency identification with a customizable interface tailor-made to every shopper.
Karbon for Shoppers is now out there to all Karbon clients globally. Extra capabilities, together with engagements, invoicing, funds, and tax organizers will roll out in the course of the second half of 2025.
To study extra about Karbon for Shoppers, go to karbonhq.com/characteristic/client-portal.
Meet the Karbon workforce at Accountex Summit Manchester on stand F5, happening at Manchester Central on 23 September 2025.
For additional info, please go to www.accountexmanchester.com.
