Karbon

Karbon is a practice management platform built for accounting firms, combining workflow automation, team collaboration, email management, and client communication in a single application.

Firms use Karbon to manage recurring work (tax returns, BAS lodgements, year-end accounts) through customizable workflow templates that assign tasks, set due dates, and track progress automatically. Its email integration pulls client correspondence into the relevant job, so team members have full context without searching through inboxes. Triage — Karbon’s email management feature — lets users process client emails into tasks, notes, or delegated items.

The platform includes time tracking, client contact management, analytics on team capacity, and integrations with Xero, QuickBooks Online, and other tools. Karbon is well-reviewed for its user interface and is widely adopted among cloud-forward firms in Australia, New Zealand, the US, and the UK. Firms with 10–100 staff offering accounting, tax, and advisory services tend to get the most value from it — particularly those that are tech-progressive and willing to invest time in implementation to realize the platform’s full capability.