Karbon
Practice management platform built for accounting firms with workflow automation, team collaboration, and client management tools.
Elephant
Website: www.getelephantcpa.com
Elephant is a practice management platform designed for small accounting and bookkeeping firms, covering workflow management, time tracking, billing, and a client portal within one tool.
Firms use the client portal to send and receive documents, communicate with clients via messaging, collect e-signatures, and issue invoices. Time entries can be associated with clients and converted to invoices, with recurring invoice support for firms on retainer arrangements. Payment processing is handled natively rather than requiring a separate integration.
The platform is notable for its user-feedback-driven development approach, with the product team actively incorporating requests from firms using the software. This tends to result in practical, practitioner-driven features rather than enterprise-focused complexity.
It is best suited for accounting and bookkeeping firms with 2–12 users, including administrative staff. Larger firms with more complex workflow or reporting requirements may find the feature set limiting.
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