Karbon Release Notes

Karbon AI is here, with enhanced regional data handling for improved compliance. Also, improvements to document visibility, bulk work creation, and billing accuracy help teams work more efficiently and stay in control at scale.

KARBON AI

Karbon AI now available to all customers

Reduce manual work, eliminate context switching, and increase capacity and client responsiveness, all without adding headcount.

AI features included:

• Client summaries: A single brief combining emails, notes, work items, and billing data for every client.
• Work conversations summaries: Instantly see key highlights and recent updates on any work item.
• Email summaries: Distill long email threads and internal discussions into the essentials.
• Compose and refine emails: Draft emails that adhere to your firm’s writing style, every time.
• Quick replies: Editable response suggestions so you can reply in seconds.
• Create email from tasks: Auto-draft client emails from tasks, reflecting your progress and any notes you add.
• Smart suggestions: Instantly assign colleagues and contacts based on prior work history.

What's new

• AI data sovereignty: Karbon AI processes all data exclusively within the region where your Karbon data is stored, which means no cross-region data transfers. This satisfies recent regulatory requirements in some regions.
• Expanded client summaries: Client summaries now draw from 10x more context by pulling in 100+ notes and timeline entries instead of 10, so you always have the full picture before client interactions.

DOCUMENTS

Navigate client documents with greater control

Client-level documents are now easier to browse, filter, and manage. You can view all files related to a client in one place, including files uploaded by clients, files shared with clients, and recently added files.

This gives teams better visibility into client documents and makes it faster to locate, share, and confirm file status. This feature is rolling out progressively over the coming weeks.

TRIAGE & WORK

Create work in bulk with more control

Bulk work creation now gives you more flexibility when setting up recurring work at scale. You can configure work and task creation timing, remove individual clients before finalizing a run, and assign client groups during setup. This helps firms reduce rework, avoid manual cleanup, and manage large bulk runs with more confidence.

Bulk update work status on work items

You can now easily update work statuses on work items in bulk via the Karbon app directly. Select up to 100 items in the Work List, and apply a desired new work status across all selected work items at once.

KARBON FOR CLIENTS

Strengthen your brand with custom client portal backgrounds

You can now add a custom background image to Karbon for Clients, giving your firm more control over the client portal experience and helping create a more polished, branded experience for clients.

ENGAGEMENTS

Download signed engagements as PDFs (open beta)

Signed client engagements can be downloaded as a PDF directly from Karbon. When all signatories sign your engagement, a copy is automatically sent your client. This makes it easier to keep engagement records, support compliance needs, and share a clean, client-ready version without extra manual work.

Engagements is available in open beta to all customers by request. You can take a sneak peek of its latest capabilities in the overview video.

TIME & BUDGETS

Reassign time entries while invoicing

You can now move time entries to the correct client or work item directly within a draft invoice. This removes a tedious correction process, helps billing admins fix mistakes faster, and reduces manual rework during invoicing.

BILLING & PAYMENTS

Increase confidence in Xero sync with mismatch visibility

Karbon now highlights when invoice due amounts do not match between Karbon and Xero. This helps you quickly identify discrepancies, reduce manual checks, and maintain accurate financial records.

INTEGRATIONS & API

Jump

The integration with Jump, a meeting assistant for Financial Advisors, brings AI-powered meeting summaries, notes, and follow-up tasks directly into Karbon. Client conversations are automatically captured, structured, and added to contact timelines, with tasks created and assigned based on discussion outcomes. This reduces manual admin work and ensures nothing falls through the cracks after meetings.

FinOptimal

The FinOptimal integration provides real-time visibility into automated workflows directly within Karbon work items. Teams can see when workflows ran, whether they completed successfully, and if balances reconcile all without leaving Karbon. This helps reduce status-checking, improves confidence during close, and keeps all supporting context in one place.

FuseSign

The FuseSign integration automatically syncs client contact details from Karbon into FuseSign, ensuring accurate signer information for engagement letters and other documents. With hourly updates and a single source of truth for contacts, firms can eliminate duplicate data entry, reduce errors, and streamline document signing workflows.

Filed

The Filed integration brings AI-powered document validation and preparation into your Karbon workflow. Work items and client documents can be sent directly to Filed for processing, where AI reviews, validates, and prepares outputs automatically. Once complete, results, status updates, and review notes sync back to Karbon timelines to help teams reduce manual work, speed up turnaround times, and maintain a clear audit trail.

Original source Report a problem

Manage your entire client lifecycle from first agreement to first payment, all within Karbon. Show unpaid and overdue invoices in the client portal to accelerate payment collection. Plus, a new billing analytics report to help track aging receivables with ease.

Jump to section:

• Engagements
• Karbon for Clients
• Karbon Analytics
• Billing & Payments
• Triage & Work
• eSignature & Approvals
• Integrations & API

ENGAGEMENTS

Manage proposals, work, billing, and payments in one place with Engagements

After working closely with early access customers to refine and improve the experience, Engagements is now in open beta and available by request for all customers.

With Engagements, you can easily create client-ready proposals and engagement letters directly in Karbon, but what makes it different is what happens after a client signs.

Unlike standalone proposal tools, Engagements connects your signed agreements to the work, billing, and payments that follow, so your entire client engagement lifecycle stays in one place instead of scattered across disconnected systems.

How Engagements helps you today

• Professional proposals in minutes. Build and send engagement letters in bulk with digital signatures built in.
• Full visibility into engagement status. See where every client engagement stands at a glance, from drafts to signed to active, without chasing down emails or spreadsheets.
• Work aligned to what was sold. Connect work to engagements in Karbon, so your team always knows the scope they're delivering against.
• Billing set up from the start. Set up fixed fee or time-and-materials billing and collect payment details upfront, so invoicing happens on schedule without follow-up.
• Faster payment collection. Automated recurring billing and payments mean less manual work and fewer gaps between work delivered and revenue collected.

What to know before you get started

The core workflows of Engagements are live and ready for you today, and more capabilities are released every two weeks based on feedback from customers like you.

To get the most out of Engagements, you'll need Billing & Payments active in your Karbon account. And you have options for getting started based on where you are today:

• Not yet on Billing & Payments? Join a live Engagements workshop hosted by Karbon's specialists to find the right path for your firm.
• Already using Billing & Payments? Use this interactive setup guide to create your first engagement, or join a group onboarding webinar led by Karbon implementation experts.

Ready to try Engagements? Request access today.

KARBON FOR CLIENTS

Share invoices and collect payments in the client portal (early access)

Clients can now view and pay Karbon Billing invoices directly in the Karbon for Clients portal. Rather than reaching out to you, clients can access their unpaid and overdue invoices whenever they need in the same place where they already see their tasks, complete requests, and sign documents. This helps you collect faster and with less friction.

You can also control which client contacts have access to invoices and payments in Karbon for Clients through a new Billing Permission setting.

This feature is currently in early access. You can sign up here to try out first.

KARBON ANALYTICS

New revenue metrics added to the Portfolio Performance dashboard

The Revenue page of the Portfolio Performance dashboard has new hour-based and realization metrics, giving firms instant context behind revenue performance.

New hour-based metrics include:

• Hour capacity
• Time off hours
• Actual hours broken down by billable, non-billable, utilization, and percentage billable

Write-on and write-off data from Karbon Billing has also been added, helping explain shifts in revenue quality. In addition, a new Capacity Recoverability metric shows revenue as a percentage of revenue capacity, highlighting how much of your potential revenue is actually being captured.

By bringing together signals for time, utilization, and revenue in one place, teams can quickly diagnose whether revenue changes are driven by capacity constraints, utilization mix, or realization leakage. This leads to more confident performance reviews and better-informed planning decisions.

Learn more about these updates and the Portfolio Performance dashboard in the Help Center.

Aged AR now available in the Aging dashboard

The Aging dashboard now includes a new Aged AR page, alongside the previously released Aged WIP, giving firms clear visibility into outstanding receivables at any point in time.

What's new:

• View aged accounts receivable as of any historical date
• Track how balances move across standard aging buckets (current, 1–30, 31–60, and beyond)
• Analyze AR trends over time to better assess collection risk

The Aged AR page will be rolled out to customers in phases over the next two weeks. Learn more about it and the Aging dashboard in the Help Center.

BILLING & PAYMENTS

Filter unbilled work and expenses by date ranges

Monthly and period-based billing just got even faster and more accurate with the new date range filter for the Unbilled section in Karbon Billing.

Apply a preset period (such as a specific month) or a custom start and end date, and only time entries, expenses, and fixed-fee work items within the set range will appear for invoicing.

When a draft invoice is created, only the selected WIP is included, while anything outside the range is automatically carried forward. This removes the need for manual cleanup and double-checking, helping you invoice accurately and confidently.

This new capability will be rolled out to customers in phases with full general release by the end of March.

TRIAGE & WORK

Filing deadlines enhancements

Filing deadlines are now available in more places across Karbon. You can apply filing deadlines when creating work in bulk, ensuring all work items inherit the same deadline in one step.

Filing deadlines can also be used in repeat work by setting the due date to ‘On filing date’ and selecting the relevant filing deadline, keeping recurring work aligned with statutory deadlines.

Additionally, filing deadlines can now be updated via automators, allowing you to automatically switch deadlines to extension dates or revert them back based on task completion or other criteria.

Bulk update due dates on work items in app

You can now easily update due dates on work items in bulk via the Karbon app directly. Select up to 100 items in the Work List, and apply a desired new due date across all selected work items at once.

ESIGNATURE & APPROVALS

Upload multiple files at once

Uploading multiple files to eSignatures and Approvals is now faster and easier. You can drag & drop up to 10 files directly into the browser or select multiple files through file picker.

INTEGRATIONS & API

StanfordTax integration enhancements

The StanfordTax integration now supports 1120S and 1065 for corporate and partnership tax workflows.

Firms can also now link and track StanfordTax organizers that weren’t sent from Karbon, making it easier to keep organizer progress visible no matter how the client received it.

Previous Releases

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.

Original source Report a problem

Customize invoices with flexible layout and editing options. Duplicate engagements for up to 50 clients at once and revert sent engagements to draft. Plus, a refreshed rich text editor for emails, and new integrations with Uncat and Microsoft Teams.

Jump to section:
Billing & Payments
Engagements
Triage & Work
eSignature & Documents
Karbon Analytics
Karbon for Clients
Integrations & API

BILLING & PAYMENTS

More ways to customize and present your invoices

Invoice customization just got more powerful. You have more options to control how you configure, group, and display invoice details—so you can tailor each invoice to match what your clients expect to see.

What’s new

• Simplified tax configuration: Set tax rates on invoice items directly in the invoice’s Data tab.
• Flexible grouping: Group invoice items by ‘Work’, ‘Colleague’, or ‘All’. When grouping by ‘All’, every invoice line item will be combined into one editable text field that you can customize accordingly.
• Granular display controls: Show or hide zero-value line items and group headers. Edit group headings to your preferences. Choose which details appear on each line: quantity, date, person, role, unit price, or description.
• Custom expense views: Show expenses individually or roll them up into a single line.

Find client payment information faster

Two small enhancements help you find client payment details faster:

• Filter Payments report by clients: This allows you to hone in on specific clients’ payment statuses quickly in Karbon. You can find the filter via ‘Billing’ > ‘Finance’ > ‘Payments’.
• Quickly view client payment history: A new Payments section now appears under each client's ‘Billing’ tab, showing their five most recent payments at a glance. Need the full picture? Click ‘View All Payments’ to jump directly to finance reports filtered for that client.

ENGAGEMENTS

Duplicate engagements

You can now use the ‘Duplicate’ feature to create engagements for up to 50 clients at once. Set up default templates using the engagement builder, and then use ‘Duplicate’ to batch-create similar engagements for a group of clients directly in Karbon.

Revert engagements to draft

Need to revise an engagement after it's been sent or accepted? You can now revert it to draft, make your updates, and resend. When you do, clients will see that the previous version has been withdrawn so there's no confusion about which engagement is current.

Engagements builder enhancements

Placeholders, hyperlinks, images, emojis, and attachments are now available in the introduction and agreement section of the engagements builder. This adds much-needed flexibility in how you present engagements to clients.

View work items and recurring invoices associated to engagements

Activated engagements now include a Work tab showing all associated work items and a Billing tab showing paid and planned recurring invoices—so everything you need is in one place.

Engagements is currently in early access. Take a look at the latest enhancements. If you’d like to try out Engagements, register your interest and you’ll be notified when it’s available in your account.

TRIAGE & WORK

Send professional emails with the new rich text editor (beta)

The email experience in Karbon is getting a major upgrade.

The new rich text editor gives you full formatting control and a more modern, reliable interface—enabling you to send polished emails without leaving Karbon.

What’s new:

• Improved formatting options, including bullet and numbered lists and better font size control
• Responsive image resizing
• Ability to add tables directly in the editor
• Auto-hyperlinking for URLs and email addresses
• Works with Grammarly and other browser-based writing tools

Join the beta for your firm to be among the first to try out this new feature. Once activated, all Karbon users at your firm will have access.

ESIGNATURE & DOCUMENTS

Customize document folder names with new DMS placeholders

You can now use more placeholders to name your document folders when generating them from recurring work, giving you more flexibility to match your firm’s DMS structure. These include Start Date, Due Date, Repeat Period, Work Item Name, and Deadline Date.

Go to Repeat Work Settings > Folder Naming Rules to add placeholders like {Work Item Name} or {Due Date}.

KARBON ANALYTICS

Karbon Practice Intelligence is now Karbon Analytics

After a slate of new feature releases in 2025, practice intelligence is no longer a single feature. Analytics, insights, and new AI-powered capabilities now run across the Karbon platform—helping firms make smarter, faster decisions as work happens. The rebrand from Karbon Practice Intelligence to Karbon Analytics reflects this platform-wide approach and product philosophy.

This is a naming update only, but it reinforces Karbon's commitment to actionable intelligence at every level of your firm. And with upcoming innovations like AI Agents, Karbon will continue bringing intelligence directly into your workflows, surfacing insights and helping your team take action.

KARBON FOR CLIENTS

Access StanfordTax organizers from the mobile app

Clients can now access StanfordTax organizer requests in both the Karbon for Clients mobile app and desktop browser, enabling them to respond and collaborate with you however they prefer.

INTEGRATIONS & API

StanfordTax integration enhancements

Firms can now send automated reminders for incomplete organizers, mark tasks active/inactive, and copy client uploaded files from submitted organizers directly to Karbon work items. This reduces manual follow-ups and keeps work aligned with client progress.

Uncat integration for real-time bookkeeping and client collaboration

Client actions in Uncat—transaction categorizations, receipt uploads, request responses—automatically create or update Karbon work items with full context and deep links. New placeholders support flexible folder naming using key dates and work details.

Microsoft Teams meeting transcripts

Recorded and transcribed Teams meetings now import automatically to Karbon contact timelines. Participant email matching ensures transcripts attach to the correct contact, with contact-level security preventing cross-organization sharing.

Original source Report a problem

This release introduces the Portfolio Performance Dashboard, smarter tools for managing tax deadlines and bulk updates, cleaner invoicing, improved QBOA syncing, and an enhanced integration with TaxBandits.

Jump to section:

• Karbon Practice Intelligence
• End-to-End Tax Workflow
• Engagements
• Billing & Payments
• Integrations & API

KARBON PRACTICE INTELLIGENCE

View portfolio-wide revenue performance with the new Portfolio Performance Dashboard

The Portfolio Performance Dashboard gives you a comprehensive view of portfolio firm performance by client, team member, work type, or service line. Use this dashboard to identify underperforming areas and take proactive action, aligning teams with data-backed insights for smarter decisions.

What’s new:

• View revenue, utilization, realization, hours, and billed rate—all in one place
• Filter revenue performance by client, colleague, or work type
• Support both fixed-fee and time and materials billing models

Learn more about performance analytics available in Karbon Practice Intelligence.

END-TO-END TAX WORKFLOW

Centralize tax filing deadlines with built-in workflow support

Managing multiple tax-deliverable deadlines (and their extension dates) just got easier. With the new filing deadlines feature, firms can set standardized due and extension dates for each deliverable once, then apply them everywhere across tasks, templates, and work item settings. This means more consistent, scalable tax workflows, and simpler tracking from a single source of truth.

To get started, go to Settings > Filing Deadlines to enter your dates, then use them in templates, work, and tasks to roll deadlines out across your firm.

Bulk update extension status for up to 100 work items

The new bulk extension action allows teams to apply extension statuses to large volumes of work at once—up to 100 items per batch. This is especially helpful during tax season when extensions are common, enabling automation triggers and reducing time spent making manual updates.

ENGAGEMENTS

Link and manage work more easily

Karbon’s engagements feature now offers easier work linking, helping firms clearly connect the right services to the right work with less manual setup. From the Engagement screen, you can now view all linked work items, connect them via the refreshed Services tab, and automatically update repeat schedules and billing details.

This update improves onboarding, reduces admin, and gives teams greater visibility into what work is included in each engagement.

What’s new:

• View all work items linked to an engagement from a new Work tab
• Link work directly from the Services tab
• Link work with matching client, work template, and repeat frequency
• Link work that already exists or work that will only be created in future
• Link work of any fee type, the engagement will update the fee settings on activation

This update is part of the Engagements early access program. If you’d like to try it, reach out to your Karbon CSM for more information.

BILLING & PAYMENTS

Clearer invoices with simplified totals

Invoices now display just one clear total, removing the redundant due amount from the top right. This change eliminates any client confusion, and the current due amount is communicated in invoice emails and when paying via magic link.

Detect and resolve invoice mismatches with QBOA

If an invoice’s total due amount doesn’t match between Karbon and QuickBooks Online Accountant (QBOA), a new sync status—Synced (Needs Review)—will flag it.

When spotted, you can easily select ’View in QuickBooks Online Accountant’ to open the invoice directly. You can then compare the invoices side-by-side and correct the difference. Once resolved, rechecking the sync from the banner or refreshing the invoice or list will update the status back to ’Synced’.

Record complete Karbon Payments and payout details in QBOA

Karbon now posts detailed journal entries to QBOA for your Karbon Payments—including surcharges, fees, taxes, and payouts—so your ledger reflects reality. This makes reconciliation easier and prevents inflated undeposited funds balances.

INTEGRATIONS & API

TaxBandits is a leading e-filing platform that simplifies IRS compliance for W-9 and 1099 forms. The enhanced TaxBandits and Karbon integration automates every step—from collecting W-9s to tracking 1099 filing status and delivering submission confirmations. Real-time IRS updates and document attachments are synced directly into your Karbon timelines and workflows, reducing manual effort and ensuring compliance at scale. Visit the TaxBandits support guide for setup tips.

Original source Report a problem

Smart, automated organizers and workpaper binders are now available through the new Karbon and StanfordTax integration.

StanfordTax integration now available to all

Organizers and binders powered by StanfordTax are now available for US tax firms using Karbon, giving them a more accurate, automated and organized start to tax preparation.

StanfordTax pulls data directly from tax software backups to build thousands of tax organizers in minutes. The detailed, personalized organizers are deployed directly from Karbon using automators and accessed by clients through a magic link or logging in to the Karbon for Clients portal.

Clients receive a modern, guided questionnaire experience, while your team benefits from auto-organized workpaper binders and tracking within Karbon.

Key benefits

• Smarter data for faster prep: Personalized and accurate organizers and binders are instantly built in bulk with a file import from your tax software backups.
• AI-powered automation: Client-uploaded files are auto-renamed, categorized, and validated to reduce review and manual work.
• Modern client experience: Replace long PDFs with a dynamic online questionnaire that guides clients to provide exactly what’s needed.

Getting started

To begin using organizers and binders:

1. Connect your accounts You’ll need an active StanfordTax account and administrator access in both Karbon and StanfordTax to set up the integration.
2. Activate Karbon for Clients Organizers are delivered through the client portal. Your clients can quickly set up Karbon for Clients access via magic link if they don't have access already.
3. Activate the integration Go to Karbon Settings > Connected Apps to connect StanfordTax.

You can follow the setup guide for more detailed step-by-step instructions.

Karbon firms can try StanfordTax with five free organizers, and are eligible for an exclusive discount on StanfordTax credits. Reach out to your Karbon rep for more information.

This release represents another major step toward delivering a fully connected, end-to-end tax workflow inside Karbon.

Original source Report a problem

Reduce the client chase with automatic mobile push notifications, and preview what’s coming soon to engagements and the StanfordTax integration.

Jump to section:

• Karbon for Clients
• Triage & Work
• Engagements
• End-to-End Tax Workflow
• Karbon Practice Intelligence
• Integrations & API

KARBON FOR CLIENTS

Mobile push notifications for client requests

Push notifications are now available in Karbon for Clients, ensuring clients never miss important requests. This feature helps clients take timely action on their tasks while reducing the need for firms to send manual follow-ups.

What’s new:

• Karbon now sends push notifications through the Karbon for Clients mobile app.
• Clients are prompted to enable notifications when logging in to Karbon for Clients.
• Clients receive real-time alerts when new client requests are assigned to them.
• Notifications can be enabled or disabled at any time within the app.

Future updates will expand notifications to include comments, approvals, eSignatures, shared documents, and invoice reminders.

Learn more about how to configure notifications.

Manage Karbon for Clients access without administrative dependency

Team members with permissions to edit contact details can now also manage Karbon for Clients access directly within the Contacts and Documents sections within Karbon. This includes the ability to:

• Enable or revoke Karbon for Clients access for individual clients.
• Send or resend client invitations.
• View and update client access permissions at the contact level.

By extending this functionality beyond administrators, firms can now manage client access more efficiently and eliminate common rollout bottlenecks.

TRIAGE & WORK

Enhancements to templates and progress reports

A new Instances tab is added to work templates, easily showing you every work item created from any template.

There is a new ‘Work Status’ filter in progress reports, allowing you to refine results based on the primary status of your work items. For example, you can filter to only see work that is in the ‘In Progress’ status or the ‘Ready to Start’ status. Or perhaps you want to exclude all work in the ‘Completed’ status.

ENGAGEMENTS

Elevate your client onboarding experience with engagements (early access)

Engagements in Karbon, now available in early access, brings your proposals and engagement letters, client work, invoicing, and payments into one unified experience.

Take an interactive product tour to see engagements in action.

With engagements, you can:

• Build client-ready proposals and engagement letters quickly with introductions, services, billing schedules and fees, terms, and upfront payment detail collections.
• Move from client approval to productive work immediately. Once a client signs, their engagement becomes actionable work inside Karbon. Tasks, due dates, roles, assignees, and budgets are all pre-configured, helping your team start delivering immediately without workflow delays.
• Automate invoicing and payments. Your engagement terms are directly connected with Karbon Billing, ensuring consistency and eliminating double entry. Recurring fixed-fee invoices can be auto-generated, T&M invoices can be created with a single click, and stored client payment details speeds up cash collection.
• Track complete engagement histories in one place. All engagement details—statuses, signed agreements, work progress, billing history, and payments—are consolidated inside Karbon. This gives your firm clearer visibility, stronger accountability, and a single source of truth for every client relationship.

Engagements is being released in phases to ensure an optimal onboarding experience for you and your clients. If you’d like to gain early access, please join the waitlist and the Karbon team will reach out if your firm is a good fit for the early access program.

If you’ve already signed up for the waitlist, you can join the engagements early access group in Karbon Community to be informed of the latest updates and release timelines.

END-TO-END TAX WORKFLOW

Early access available for client tax organizers and binders powered by StanfordTax

Karbon’s deep workflow integration with StanfordTax brings smarter automation, deeper data, and a more modern client experience directly into your tax workflow.

Early access is now open to all Karbon customers interested in trying the new integration ahead of general availability. Get started in just a few steps:

1. You’ll need a StanfordTax account, and you’ll need to be an administrator for both StanfordTax and Karbon to connect the accounts. Karbon firms can try out StanfordTax with five free organizers and are eligible for an exclusive discount on StanfordTax credits. Contact your Karbon representative for more details.
2. You must have Karbon for Clients enabled to send organizers to your clients.
3. Activate the integration from Karbon settings under Connected Apps.

Learn more about setting up the integration.

KARBON PRACTICE INTELLIGENCE

Track unbilled and unpaid work with the Aging dashboard

The Aging dashboard combines WIP and AR data to provide a clear view of what’s unbilled, unpaid, and overdue, enabling you to pinpoint bottlenecks, mitigate financial risk, and enhance cash flow control.

How this helps you:

• Monitor aging WIP to identify and prioritize older time entries and expenses for billing.
• Analyze aging trends by team or client to highlight where work is stalling.
• Spot overdue invoices and group clients by Owner, Manager, or Type.
• Flag clients with unpaid debt where work is still in progress.

In this release, the Aged WIP report will be made available first. The Aged AR report will be coming next.

If you’d like to explore how to gain more actionable insights from KPI, get started here.

INTEGRATIONS & API

Five new integrations have been released to bring your favorite apps closer to Karbon’s ecosystem.

• AskNicely is a multi-channel survey tool used to collect customer feedback. The AskNicely and Karbon integration automates NPS/CSAT/5-Star survey delivery when work items of a set work type reach a specified status. Survey scores and comments sync back to Karbon timelines and custom fields. This gives teams clear insight into client sentiment and helps identify at-risk clients faster. Learn more in the setup guide.
• Cognito Forms is a flexible online form builder for capturing prospect information. The Cognito Form and Karbon integration connects client-facing data collection directly to Karbon by prefilling forms, updating contacts automatically, and creating work items from submissions. All form activity is logged in Karbon timelines for complete audit visibility. Learn more in the setup guide.
• Dext is a widely used automation tool for bookkeeping and client accounting services. The new Dext and Karbon integration introduces a one-way contact sync from Dext to Karbon to keep client data clean and accurate. Learn more in the setup guide.
• PingAssistant is an AI-powered communication capture tool that records calls, chats, and meeting notes. The PingAssistant and Karbon integration (currently in beta) centralizes client communication history by syncing contacts and pushing transcripts, notes, and chat logs directly to client timelines, while sending action items back as notes or linked work items. Learn more in the setup guide.
• SurveySparrow is a multi-channel survey tool used to collect NPS and CSAT feedback. The SurveySparrow and Karbon integration automatically triggers surveys based on work item statuses and brings responses back into Karbon as custom fields and timeline notes. This helps teams track satisfaction trends and respond to feedback quickly. Learn more in the setup guide.

Previous Releases

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.

Original source Report a problem

This release brings Karbon’s full Xero integration to life, syncing contacts, invoices, and payments seamlessly between both tools. Progress reports are now available to all, giving you greater visibility across tax and other high-volume workflows.

Jump to section:

• Billing & Payments
• Work
• Time & Budgets
• Integrations & API

BILLING & PAYMENTS

Karbon + Xero: Full integration now live

The complete Karbon-to-Xero workflow is here. You can now sync contacts, invoices, and payments from Karbon to Xero automatically, eliminating duplicate data entry and time-consuming manual reconciliations.

What’s new:

• Two-way contact sync: Import Xero contacts into Karbon and keep them in sync automatically.
• Automatic invoice sync: Invoices created and sent in Karbon automatically generate matching invoices in Xero.
• Two-way payments sync: Payments in Karbon mark the linked Xero invoice paid, and payments entered in Xero sync to Karbon.
• Clearing account flow: Karbon-collected payments debit the Xero clearing account and reconcile the invoice in Xero.
• Accurate journals: Base, fee, and surcharge split to mapped Xero GL accounts, and entries include payment and invoice IDs for audit clarity.
• Faster reconciliation: Use a simple ‘Karbon’ bank rule in Xero to clear payouts against the Karbon clearing account, and the month-end gets lighter.

Visit the Karbon and Xero integration setup guide to make your practice management-to-general ledger workflow effortless.

WORK

Track progress across tax and high-volume workflows

Progress reports help you visualize work across each stage of the tax season or for other high-volume workflows. This feature will be rolled out in phases to all customers over the next week. Once available, you will see a new ‘Progress Reports’ tab under Work.

What’s new:

• Section-level visualization: See how many work items are Planned, In Progress, Waiting, Completed, or Overdue at a glance.
• Flexible filtering: Filter by work type, template, client, client type, client group, assignee, due date, or deadline to get the exact view you need.
• Custom saved views: Save your filtered reports and share them with your team to monitor key segments of work throughout the season.
• Intuitive charts: Pie and funnel visualizations give real-time insight into how work is moving through each stage.

Progress reports help you spot bottlenecks, rebalance workloads, and maintain momentum across long-running tax or accounting services, giving firm leaders confidence that every engagement is progressing on time. With tax-specific automators, integrations, organizers, and templates, Karbon enables tax teams to execute seamlessly, across seasons and client types. Learn more about progress reports, and all of these features with the new Karbon Academy course, Karbon Solutions for Tax Firms or via the Help Center.

Bulk work creation improvements

A more flexible and intuitive bulk work creation experience makes work management more efficient.

What’s new:

• Bulk-create work for custom client segments directly from the Work tab.
• Create work for up to 2,000 contacts at once.
• Assign due dates and deadlines directly in the creation flow, with flexible options including fixed or relative dates.
• See a clear confirmation screen before submission, reducing mistakes and making it easier to review your setup.
• Quickly review what’s been generated with a filtered Work view sorted by creation date.

These updates help speed up onboarding and give you more control over how work is created in Karbon.
Read the help center guide to learn more.

Move items to Later in Delegated Triage

A Later tab is added to give your delegates the ability to move items in your Delegated Triage to Later.

If you’re new to Delegated Triage, this feature allows others to manage your Triage—clearing, replying to, or categorizing emails on your behalf. With this update, managing someone else’s inbox is even more seamless, keeping everything organized and actionable.

Use this setup guide to create your first Delegated Triage.

TIME & BUDGETS

Improve time tracking accuracy with mandatory time entry notes

The new mandatory time entry notes setting gives firms greater control and visibility over time tracking by requiring users to include notes with every time entry. This ensures that all logged hours have context, improving clarity during billing reviews and project evaluations.

What’s new:

• A new Notes Required toggle is available in Settings > Time & Budgets.
• When enabled, time entries cannot be saved without notes, regardless of where time is logged—whether from timesheets, work items, or the global add function.
• Users can start a timer freely but must enter notes when stopping and confirming it.
• Firms can enable or disable this setting at any time to suit their workflow.

Faster payroll and utilization reporting

You can now include detailed time entries in utilization exports, making it easier to calculate payroll and analyze productivity.

Previously, firms had to manually combine and clean multiple timesheet exports to prepare payroll data. Now, you can:

• Choose a date range and export utilisation data including time entries.
• Build your pivot table directly from the export.
• Adjust and import data into payroll without merging or reformatting files.

This change streamlines payroll preparation, saving significant time each cycle and reducing the risk of human error.

INTEGRATIONS & API

Seven new integrations are now available to maximize the connectivity of your tech stack to Karbon.

• Abacor is an AI-powered meeting assistant purpose-built for accounting firms. The Abacor and Karbon integration syncs contacts, meeting notes, transcripts, and action items back into Karbon client timelines.
• Brieff is an AI-powered, client-centric meeting platform for accounting firms growing their advisory services. The Brieff and Karbon integration surfaces direct links to Brieff meeting workflows and related content, such as client check-ins, actions, agendas, notes, and attachments, inside the relevant Karbon organizations and contacts.
• Calendly is a leading scheduling platform that automates the process of booking meetings. The Calendly and Karbon integration helps firms streamline their sales process by automatically creating new contacts and triggering work items in Karbon whenever a prospect books a meeting through Calendly.
• Intuit Mailchimp is a leading email marketing and automation platform. The Intuit Mailchimp and Karbon integration bridges the gap between your firm’s client data and marketing outreach. By syncing contacts from Karbon into Mailchimp, accounting firms can segment, engage, and track email marketing campaigns—all powered by accurate and up-to-date contact data.
• Microsoft Entra ID, is a cloud-based identity and access management solution. The Microsoft Entra ID and Karbon integration makes managing user access effortless for IT and operations teams. When a new team member is provisioned in Microsoft Entra, they’re automatically added to Karbon with the same name and email address.
• Moorepay provides UK-based payroll & HR software, including Natural HR, a comprehensive HR platform for employee management, payroll, leave tracking, and compliance. The Moorepay and Karbon integration streamlines time management for payroll and HR teams. When an employee’s approved timesheet in Karbon exceeds their weekly capacity, the extra hours are automatically added as Time Off in Lieu (TOIL) in Moorepay.
• Soraban is the admin system built for accounting firms — powered by AI, integrated with your stack, and designed to eliminate manual work across intake, data entry, and deliverables. The Soraban and Karbon integration shows questionnaire progress and engagement history right in Karbon for a unified, up-to-date view that keeps your team on track.

Previous Releases

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.

Original source Report a problem

Expedite client intake with StanfordTax’s client organizers and binders embedded in your work. Visualize and track all tax work in progress reports. Keep communication flowing when you’re away with Delegated Triage. Plus Billing & Payments updates.

Jump to section:

• End-to-End Tax Workflow
• Triage & Work
• Time & Budgets
• Billing & Payments
• Integrations & API

END-TO-END TAX WORKFLOW

Expedite client intake with StanfordTax (beta)

Karbon’s integration with StanfordTax, a leading provider of tax organizers and workpapers in the US, is now launching in beta. This integration brings the full organizer experience directly into Karbon, giving firms a connected way to manage client intake, documents, and preparation workflows all in one place.

Here’s how it works:

• Deploy organizers from Karbon: Build personalized, AI-powered tax organizers in seconds with StanfordTax, accessible directly from Karbon.
• A unified client portal experience: Clients can receive StanfordTax organizer tasks directly within Karbon for Clients, keeping all interactions in one place with a single login.
• Organizer tasks in work: Organizer tasks are visible as part of Karbon work items for easy tracking and alignment.
• Real-time sync: Contact records, organizer statuses, and client progress automatically sync to Karbon.
• Workpapers and document automation: Client files are automatically sorted, bookmarked, and delivered into Karbon for faster review and preparation.
• Progress tracking: Firm-wide reports let you monitor organizer completion and intake progress across your client base.

Interested in learning more about StanfordTax? Join a live demo session.

If you already have a StanfordTax account, you can request to join the integration beta. Access will be rolled out in phases.

Manage tax season confidently with progress reports (beta)

Now in beta, progress reports give you a clear, real-time view of how tax work is progressing across every stage of the season. Available in a new tab under Work, these reports let you see progress across sections, filter by work type, template, client, client type, and client group—so you can quickly understand how work is actually progressing.

You can also save views to monitor key segments of work and share them with your team.

This makes it easier to spot bottlenecks, rebalance workloads, and keep everything moving smoothly.

Request access to the beta program to be one of the first to try it out.

TRIAGE & WORK

Delegated Triage

After a successful beta, Delegated Triage is now available to all firms. This feature allows you to grant team members access to your Triage inbox, ensuring critical communication doesn’t get missed when you’re on leave or supported by an assistant.

Key capabilities:

• Delegate your Triage temporarily or indefinitely to one or more Karbon users
• Delegates can assign, clear, and add emails to timelines, while replying as themselves
• Both delegator and delegate maintain full visibility into Triage actions
• Delegation can be updated or revoked at any time

This addresses one of the most frequently requested customer needs: ensuring continuity of client communication in busy firms or during staff absences.

Delegated Triage has also been added to the mobile app so you can Triage on the go.

Ready to try it out? Learn more on how to set up Delegated Triage in the Help Center.

TIME & BUDGETS

Time tracking is now easier to manage with these two updates:

• Quick access to your personal timesheet: A new Current Timesheet tab has been added under the Time module to give you one-click direct access to your personal timesheet.
• Add notes to a running timer: You can now add notes to a running timer to keep better track of what you’re spending time on in a given time block.

BILLING & PAYMENTS

Create invoices directly from work items

Invoicing out of Karbon has never been easier: You can now one-click create an invoice directly from a work item.

This speeds up billing and gives you full visibility into the link between the work you completed and what’s billed, so realization insights are instant and accurate.

Learn more about how Billing works and how you can start invoicing efficiently with Karbon.

Reconcile faster with invoices and receivables export files

You can now export all your invoices and receivables in Karbon as Excel files. This makes it quick and easy to reconcile your AR records in Karbon with your general ledger, without extensive manual data manipulation.

If you have filters applied for invoices or receivables, the export file will download only the filtered data, giving you exactly what you need.

Get granular invoice data from the Invoice API

You can now retrieve tax and revenue data from Billing with the Invoice API using $expand=Data. This allows much more granular and powerful custom reporting in your BI tool with your underlying Karbon data for revenue and performance analysis.

To access the Invoice API, visit Karbon’s API center.

INTEGRATIONS & API

Five new integrations have been released to bring your favorite apps closer to Karbon’s ecosystem.

Active by Business Fitness

Active is a cloud-based workpaper solution designed for accounting professionals. The Active and Karbon integration keeps client information in sync across both platforms, helping you reduce duplicate data entry and ensuring your team is always working from the most up-to-date client contact details. Active primarily serves firms in Australia and New Zealand.

Truss

Truss is an AI-powered platform that automates the intake, organization, and delivery of tax documents. The Truss and Karbon integration streamlines your tax workflow by automatically creating work items in Karbon when clients upload all their documents through Truss, saving time and reducing manual effort. Truss is focused on serving firms in the U.S. market.

Socket

Socket is a proposal and sales engagement tool that connects your sales and onboarding processes. The Socket and Karbon integration streamlines operations by linking sales, client management, and onboarding workflows directly with Karbon, helping reduce scope creep and boost profitability. Socket primarily serves UK and European firms.

BambooHR

BambooHR is a leading global HR software platform for small and medium businesses. The BambooHR and Karbon integration automatically provisions new Karbon users when employees are added in BambooHR, helping you maintain accurate user access and streamline onboarding.

This integration is currently in beta. Submit your interest to gain early access.

BGL

BGL provides cloud-based compliance management software, including CAS 360, Simple Fund 360, and Simple Invest 360. The BGL and Karbon two-way integration centralizes client and contact data across all connected platforms, syncing updates made in any of the apps. This integration is available in Australia and New Zealand.

Previous Releases

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.

Original source Report a problem

Grant a team member access to your email inbox with Delegated Triage, stay on top of IRS activities with the TaxNow integration, and navigate client documents with ease.

Jump to section

• Triage
• Integrations & API
• Document Management

TRIAGE

Introducing Delegated Triage: Manage email on behalf of others (beta)

Grant a team member access to your Triage email inbox —whether you're stepping away for leave or working with an assistant. Delegated Triage allows trusted colleagues to manage your email and all Triage functions including notes, tasks, client requests, and work assignments, so nothing gets missed when you're offline.

Key capabilities:

• Temporarily or permanently delegate your Triage to one or more colleagues
• Delegates can manage emails, reply as themselves, and assign, clear, add items to timelines
• Maintain full visibility—both the delegator and delegate can view and take action
• Delegation can be updated or removed at any time

This feature supports real-world collaboration needs, especially in larger firms or during staff absences, making Karbon even more flexible and reliable for day-to-day communication management. Ready to try it out? Request access to the beta program.

INTEGRATIONS & API

IRS transcripts, powered by TaxNow

The new Karbon and TaxNow integration brings real-time IRS transcripts and notices monitoring directly into your client timelines and workflows in Karbon. With this integration, you are better positioned to be a proactive tax advisor than ever before.

What’s new:

• Automated IRS transcript monitoring: TaxNow runs nightly checks and automatically pushes relevant IRS transcript updates directly into client timelines in Karbon with smart client matching.
• Priority-based notifications integrated with Karbon: Intelligent alert routing sends low-priority updates to client timelines, medium-priority alerts tag client managers, and high-priority alerts notify both client owners and managers with automatic Triage notifications.
• Complete transparency with source documentation: Every alert includes one-click access to raw IRS transcripts and structured data showing IRS codes, tax periods, forms, dates, and amounts for quick review and client communication.
• Seamless client history integration: All IRS activity becomes part of the permanent client timeline in Karbon, working alongside existing notes, tasks, and communication records.

This integration is ideal for firms managing tax resolutions or IRS representations. By streamlining how IRS activity is handled, Karbon and TaxNow ensure your firm is always the first to know and is the first to advise.

Get started with the Karbon and TaxNow integration.

Other new and upgraded Karbon integrations

• Aider: Streamline period close workflows by syncing Aider checklists directly within Karbon.
• Ignition: An upgrade to one of Karbon’s most popular integrations automatically creates clients and work when a proposal is accepted in Ignition.
• Spotlight Reporting: Schedule and manage advisory services from your Karbon tasks.
• Vinyl: Automatically sends AI-generated meeting notes, summaries, and action items to Karbon.

DOCUMENT MANAGEMENT

Navigate client documents with new document sidebar (beta)

A new document sidebar is available to help you quickly view and locate client documents. This update enhances Karbon’s document management capabilities, especially for firms sharing and collecting files through the Karbon for Clients portal.

What’s new:

• Centralized client file management with a view of all client files on the Documents tab.
• A new documents sidebar that automates file organization:
  • Shared with Client: Files that have been shared with clients via client requests or the ‘share’ action
  • All Documents: A complete list of files and documents related to a client, either at the work level or the client level
  • Archive: Any files that have been archived at the client level
  • Connected Folder: A client level DMS folder connection

Request access to the beta program to be among the first to access this new feature.

Original source Report a problem

You asked and we delivered. In this special release, we made over 20 small but mighty updates across the platform—each sparked by your feedback in Karbon Community.

My Week: Smarter workflow automation and prioritization

• Move cards automatically: When work and tasks are completed or cancelled, the cards move automatically to Cleared. When work and tasks are reassigned, the cards automatically move to Later or To Plan.
• Add emails or notes to a desired week directly from Triage: Assign emails or notes to a desired week from the My Week dropdown options in Triage.
• ‘Due Today’ shortcut: Filter to only show everything that’s due today.

Triage: Faster, more intuitive email handling

• Add to a timeline in bulk: Select multiple emails and notes in Triage and add them all to a timeline at once.
• Smarter Triage list view: When you click into an email and then navigate back to the Triage list view, you will be returned to the exact place in the list where you left off.
• Find email templates faster: The email template lookup modal is now a dropdown list of all the available templates to help you quickly select what you need.

Work: Easier reassignment and visibility

• Smarter reassignment: A new global automator is available to help you automatically remove a colleague from the work team when their tasks are reassigned. You can turn this automator on by going to Settings > Workflow > Automators. Once this automator is on, it applies to all work going forward.
• Quick add for nested subtasks: Add nested tasks faster with a new option in the overflow menu, or by pressing Tab on your keyboard. Additional keyboard shortcuts for managing tasks faster include: Backspace or Delete key to convert a subtask back to a parent task, save subtasks and create new ones with Enter; and use the Escape or Cancel key to exit editing a task or subtask.
• Edit repeat schedules with fewer clicks: Clicking ‘Edit’ on a repeat schedule now takes you directly to the section you need—no more digging around.
• Improved pagination for Work and Contacts: Page through your work and contact lists with greater speed and predictability, making navigation smoother across your views.

Billing & Payments: More control over the basics

• Filter invoices by invoice date: Quickly locate specific invoices with the new Invoice Date filter. Just select a date to narrow down your view and find what you need faster.
• Payment due on receipt for ad hoc invoices: You can now set ad hoc invoices to be due on receipt to speed up your payment collection. Setting up is easy: Go to Settings > Billing > Billing Templates > Ad hoc Invoice Template > Payment Due: Net 0 (On Receipt).
• Undo invoice export: Move accidentally exported invoices back to approved, so that you can send them to your clients for payment collection.
• Retry failed direct debit payments: You can now use ‘Collect Payment’ to retry collection after a previous payment was declined.

Xero and QuickBooks Online Account (QBOA) integrations: Stronger syncing and searching

• Add ‘Xero/QBOA Contact Status’ as a filter in Segments: Use segments to find whether Karbon contacts are syncing to Xero/QBOA, allowing you to easily solve discrepancies in contact data between systems.
• Search matched/unmatched Contacts in integrations: Search across your contact list in Xero/QBOA and XPM to efficiently find contacts.
• Improved error messaging for Xero/QBOA syncs: Errors are now more understandable to help you quickly troubleshoot and fix invoice sync failures.

Document Management: Find and open files faster

• Folder search across SharePoint, Dropbox, Google Drive integrations: Quickly find the right folder to connect to Karbon from your integrated DMS solution by searching for it, rather than scrolling through the full list.
• Open files in Dropbox from a Karbon connected folder: Open files directly in Dropbox from your Karbon connected folder.
• Download all files on a comment or note: One-click download all uploaded files on a comment or note to make document management more efficient.

Karbon Practice Intelligence: More accurate capacity reporting

• New % Billable’ calculation in the Time dashboard: Easily track billable time for team members against their capacity taking into account any time off.

Integrations & API: More complete contact data

• Show services in Accounting Details API response: The Contacts and Organizations API responses now include any services (such as bank, payroll provider, or law firm) that have been added under accounting details.
• Companies House: Organizations linked to Companies House in Karbon will now have their financial year details automatically populated and updated.

Original source Report a problem