Karbon

Streamline workflow management and client relationships with feature enhancements in this #KarbonUpdate. ??? Get organized with Contact Segments: Create dynamic, custom views of your contacts and focus on what matters most. ?? Work smarter with Karbon AI: Save time with AI-generated email replies and smart colleague assignment suggestions. ?? Simplify billing: Smarter invoicing automatically includes new time and expenses and uses clearer labels like “open” and “close.” ?? Sync billing seamlessly with QBOA: Now in beta for Canada and the UK, as well as the US and Australia. ?? Streamline KYC and AML compliance: Automate client verifications with the new IdentityCheck integration from StackGo. Learn more about each update in this Release Note ?? https://lnkd.in/g_mAN3y3

Ever wondered how you can better streamline your time? ?? Find out how you can make your calendar work for you with Strategic Calendar Work Blocking. Hear from Jason M. Blumer, CPA and Ian Vacin as they cover: ? The mechanics of Strategic Calendar Work Blocking ? Why planning must start in November ? How to implement Strategic Calendar Work Blocking ? The arguments against calendar blocking This is a session you shouldn’t miss ?? https://lnkd.in/gQ4-hNrd

Planning to take a little break over the holidays? Make sure your business is set up for success with these tips from TeamUp Founder, Isaac Smith ?? https://lnkd.in/gcWwyFze

Get in on this encore session ?? Due to an overwhelming response, the 2024 Karbon Review & 2025 Roadmap Preview webinar will have a replay on Nov 18, 1pm PDT | Nov 19, 8am AEDT. Register to learn what's coming in 2025 and get your questions answered live by Karbon Product Managers ?? https://lnkd.in/gJxN44uw Can't attend? Sign up anyway! All registrants will receive a copy of the recording afterwards ??

This is your sign to take control of your time ?? Stop overwhelming yourself with a calendar that controls you and start using Strategic Calendar Work Blocking? (SCWB)! Join Thriveal Jason M. Blumer, CPA and Karbon’s Ian Vacin in this upcoming webinar https://lnkd.in/gQ4-hNrd ?? Learn how to utilize SCWB to protect your time and how you can (and should) start this November ??

It's been a busy season for events, but of course the Karbon team isn't missing out on PADGETT? FOCUS 2024 Tax Seminar on November 18-21 in Atlanta, Georgia ?? It's going to be an impactful few days as we connect with franchise owners and staff, to see how Karbon can support you in managing a more efficient and streamlined team, so you can continue to look after your clients well. We look forward to seeing everyone there! ?? #Focus2024 #PadgettTaxSeminar #Events

Anchor is now integrated with Karbon to make managing client work a whole lot smoother ?? With this integration, you can simplify your workflow by automating the process from proposal to payment: ?? Auto-create new contacts and work items when a proposal is approved ?? Assign tasks instantly to your team, so they can hit the ground running ?? Maximize profitability with Anchor’s proposal tool that includes dynamic pricing and revenue protection Save time, reduce admin, and increase profitability—effortlessly. See how it works ?? https://lnkd.in/gG8BnjZR

When passion meets purpose, great things happen ?? It was an incredible time at Winding River Consulting's Winning Ways, filled with insights on leadership, collaboration, and the power of technology in driving firm growth. Karbon CEO Mary Delaney was there to bring her vision and leadership to every conversation, joined by our customers Tim Petrey, CPA, CGMA and M. Megan Roberts from HD Growth Partners, whose growth journey has been nothing short of inspiring. Hear their story https://lnkd.in/eUptfPXC ?? Check out those custom Nike kicks from HD Growth Partners—perfect way to step boldly into the future together ?? Thank you to Winning Ways and Winding River Consulting for the opportunity to learn, inspire, and innovate together, and to Tim and Megan of HD Growth Partners for sharing their story with the community ?? ?? #LifeAtKarbon #WinningWays2024 #WinningWays #accounting #innovation

Imagine all of your client documents in one place, instantly accessible—it's possible with Karbon! ?? Join Partnerships Manager Sam Utesch in this #KarbonWebinar to see how you can improve your document management with Karbon. Learn how to: ? Connect your DMS to Karbon, using Dropbox as an example ? Automate your file organization and backups ? Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS It only takes 30 minutes to learn how to foolproof your file management strategy ?? Register now https://lnkd.in/gXmiF97U ??

The team wrapped up Accountex Canada with all smiles ?? What a great chance to connect with so many accounting professionals and teams, see some familiar faces, and have exciting conversations. Thank you for having us this year! ?? #LifeAtKarbon #events #accountexcanada2024 #accountex