Karbon

Overview

Karbon is a collaborative practice management software company based in California, with offices in San Francisco and Sausalito. Founded in 2014, it specializes in a cloud-based workstream collaboration platform tailored for accounting firms. The platform integrates email, discussions, tasks, and workflows into a single system, enhancing visibility, efficiency, and connectivity across teams and clients.

The core product streamlines work and communication for accounting firms, serving as a vital operating system that combines email management with task and workflow automation. This centralized hub helps firms manage client projects and internal collaboration, improving transparency and productivity. Karbon also provides knowledge sharing, best-practice workflows, webinars, and onboarding services to support firms in achieving practice excellence. The company is dedicated to empowering accounting firms with innovative technology and collaborative tools to enhance operational efficiency and client communication.

Basic Information

Contact Details

• Phone: +1 206-407-9703
• Website: karbonhq.com
• LinkedIn: linkedin.com/company/karbonhq

Key Focus Areas & Initiatives

• Software as a service
• Workflow management
• Practice management
• Task management
• Client relationship management
• Workflow automation
• Email management
• Document management
• Business analytics
• Secure communication
• Billing integration
• AI integration
• Practice excellence
• Productivity software
• Knowledge sharing
• Automation
• Client portal
• Reporting features
• Automated reminders
• Digital transformation
• Time tracking
• Integration with apps
• Onboarding solutions
• Security compliance
• Customizable templates
• Collaboration tools
• Performance tracking
• Remote collaboration
• User-friendly interface
• Mobile access
• B2B services
• Team collaboration
• Ecosystem integrations
• Customer support
• Resource management

Technologies Used

• AI
• Adobe Media Optimizer
• Amazon AWS
• Android
• Bing Ads
• Bootstrap Framework
• Cedexis Radar
• Circle
• Cloudflare DNS
• Cloudinary
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Formstack
• Gmail
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Play
• Google Tag Manager
• Greenhouse.io
• Intercom
• Intuit
• Linkedin Marketing Solutions
• MailChimp
• Microsoft Office 365
• Mixpanel
• Mobile Friendly
• Netlify
• New Relic
• OneTrust
• Pardot
• Remote
• Reviews
• Segment.io
• Vimeo
• Wistia
• WordPress.org
• Xero

Affiliated Organizations & Regional Branches

• angel.co/balanced-labs