Karbon is a software company that offers Triage, an email management tool designed to integrate email into workflow, expedite action, and save time. It also provides a Client Portal accessed via a magic link for improved security.

Karbon

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

TIMIA Capital

CIBC Innovation Banking

Craig Winkler

John Freeman

Stuart McLeod

Blackbird Ventures

Five Elms Capital

Tidemark Capital

How is AI impacting accounting?

Will AI replace the role of the accountant?

How much will it change the way you work?

How are accounting firms using AI right now?

Can AI help give your firm a competitive advantage?

Find the answers to these questions in The State of AI in Accounting Report: https://okt.to/RcOrP6 

Trust matters.

"You can’t do what you do if your clients don’t trust you completely." 

👆 Eric Saumure from Zenbooks

In his next piece for Karbon Magazine, Eric shares 6 practical tips for cultivating trust with your clients:

1️⃣ Build personal relationships
2️⃣ Communicate effectively
3️⃣ Offer proactive guidance
4️⃣ Be reliable and consistent
5️⃣ Maintain confidentiality
6️⃣ Seek feedback

https://okt.to/szlhAd 

What are the top 3 ways accounting professionals are leveraging AI right now?

🥇 Communication: 59% of accountants are using AI to compose emails and fine-tune their writing tone.

🥈 Task automation: 36% are using AI to automate their workflows, freeing up valuable time and redirecting their focus towards more complex, value-adding activities.

🥉 Research: 31% are tapping into AI tools to help with research. This points to an emerging trend where AI is becoming an invaluable ally in sifting through vast data, providing relevant information swiftly and efficiently.

Find more insights like this in The State of AI in Accounting Report. Get your copy here: https://okt.to/itv4Bl 

In his next piece for Karbon Magazine, Seth Fineberg reflects on 3 key areas of your firm that are ripe for automation:

1️⃣ Workflows are at the heart of any firm—automating them is crucial.
2️⃣ Automating your meeting scheduling will drastically improve your sanity.
3️⃣ Automating your client onboarding will unify the process across your firm and save you precious time.

https://okt.to/DkPSEF 

It's been a huge #2023inKarbon.
✅ 67 million emails cleared
👤 18 million tasks assigned
💼 4 million work items completed
💬 11 million comments posted
✨ 71 thousand AI actions

See what Karbon firms achieved together, view your own stats, reveal your Karbon personality type, and discover what your Karbon habits say about you.
https://okt.to/q5Gh8m 

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