Karbon introduces client portal for accounting practices
The new offering is designed to streamline collaboration, accelerate response times and reduce administrative burdens for accounting professionals.
Karbon for Clients provides an end-to-end solution managing the entire client life cycle including onboarding, delivery and long-term relationship management.
The portal integrates with Karbon's intelligent practice management solution, aligning with the company's vision of connecting people, data, technology and workflows with AI and automation.
Clients can access the portal 24/7 via web or mobile app to complete tasks, send documents and communicate.
All client activities, from comments to eSignatures, are linked to workflows, offering teams full visibility without tool switching or effort duplication.
The launch follows Karbon's introduction of end-to-end tax workflows, AI-powered summarisation and advanced analytics, reflecting the company's ongoing investment in smarter, more connected accounting operations.
Karbon CEO Mary Delaney said: 'Our mission has always been to empower accounting professionals to deliver exceptional service. With Karbon for Clients, we are making it effortless for firms to elevate their service delivery through a secure and fully connected client experience that strengthens relationships and drives firm growth.'
Over 300 companies took part in the early access programme for Karbon for Clients.
Lawrence Watmore, co-founder of Watmore & Co. Accounting, one of the adopters of the platform, said: 'Karbon for Clients is a brilliant feature that has significantly increased our communication with clients while reducing the admin load on our staff.'
In May, Xero partnered with Karbon to launch an integrated solution enhancing productivity for accounting practices.
The collaboration aims to integrate Xero's financial tools with Karbon's workstream-driven platform to save time, simplify workflows and enable companies to focus on high-value client services.
It addresses industry complexities, the demand for client advisory services and the need for automation to improve efficiency.
"Karbon introduces client portal for accounting practices" was originally created and published by International Accounting Bulletin, a GlobalData owned brand.
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