Karbon

No special effects needed—this update speaks volumes. Introducing the Big Little Things release 🎁 20+ customer-requested enhancements to better your Karbon experience. This one's for every Karbon customer who shared feedback and helped shape the product you use every day. You asked—we built it. 👇 Drop your favorite update in the comments. Here's what’s new: 🗂️ My Week gets smarter • Cards move automatically when work is done • Assign emails/notes to future weeks straight from Triage • One-click “Due Today” filter 📨 Triage gets faster • Bulk add emails to timelines • Stay in place when returning to list view in Triage • Find email templates quicker with a dropdown list ✅ Work & tasks get smoother • Global automator removes teammates when tasks are reassigned • Add nested subtasks quicker with keyboard shortcuts • Fewer clicks to edit repeat schedules 💳 Billing gets more control • Filter invoices by date • Set ad hoc invoices to be due on receipt • Undo exported invoices • Retry failed direct debits 🔍 Integrations get sharper • Add ‘Xero/QBOA Contact Status’ as a filter in Segments • Search matched/unmatched contacts in integrations • Improved error messaging for Xero/QBOA syncs 🗃️ Document management gets quicker • Search folders across DMS integrations • Open Dropbox files from a Karbon connected folder • One-click download of all files in comments or notes 📊 Karbon Practice Intelligence gets better • New '% Billable' metric in the Time dashboard 🤝 A better Karbon, made with you. 🔗 https://lnkd.in/gBbrzBvh #KarbonUpdate #BigLittleThings

Still living in the energy from the AI in Accounting Summit US series ⚡️ Four cities. Four unforgettable days of learning, stories, laughs, and insightful conversations about AI and what it means for the accounting world. From day one, this summit has been about making AI feel possible. Tangible. Showing what's out there, and making sure the information is valuable to anyone, no matter your title, your tech stack, or how far along you are in using AI in your day-to-day. If you joined us, we hope you left feeling just a little more confident in where you're headed next… and maybe even like Robert, walking away full of ideas and ready to build. Drop your takeaways in the comments 👇🎉 If you didn’t get to join us this time, or we didn’t make it to your city—should we do it again? Comment where the AI in Accounting Summit should go next 🚀 Aider Xero Ignition AutomationTown.io #AIinAccountingSummit #AIinAccounting #AccountingTech #AccountingEvents

Great accountants know their way around numbers. But the best ones? They can paint a picture with them too 🎨📊 It's not just about interpreting data. It's about making it mean something—to your client, their goals, and their story. Because the real value is in how you connect the dots between data, decisions, and direction. Ready to level up? 🆙 Heather Smith shares tips on how to pair your technical knowledge with presentation skills: https://lnkd.in/eEUiGXHu 🔥

Accountants and selling? It may not always be a match made in heaven. But maybe that's because you've misunderstood what 'selling' actually is. According to 👌🏻Lynda Steffens, the shift is simple: Don't sell. Help 📢 It's not about closing deals. It's about opening conversations that lead to real clarity, connection, and value for your clients and your firm. Here's how to start 👇 https://lnkd.in/eYZWhh7r

July's #KarbonUpdate is here and it's all about the small enhancements that make your Karbon experience sing 🎤 🔑Add KBA along with eSignature requests on forms like 8878 and 8879 to maximize compliance and security. 💸 Easily manage billing rates across roles and task types with rate plans, now available to all customers. 🧾 Quickly view invoice sync status and open invoices in your GL with one click—thanks to enhanced Xero and QBOA sync. ➕ Sync invoices from Karbon Billing to Xero in real-time. Comment your favorite update from this month! 👉 https://lnkd.in/gj2bhH-T

What does a truly integrated tax workflow look like? Join this webinar and see for yourself 🕺 https://lnkd.in/gNym2jyT Alongside Ian Vacin, Chad Helmlinger (SmartVault), Ryan Embree (Ignition), and Intuit, you'll: ✅ Watch live demos of seamless data flow ✅ Learn what deep ProConnect integrations really look like ✅ See real results from a tax firm that's already done it Sign up at the link above to join live or get the recording after 😉 #Karbon #SmartVault #Ignition #ProConnect #TaxWorkflow #AccountingTech #KarbonWebinar

Advisory Amplified 2025 is skipping the cookie-cutter conference setup, and leaning into the local flavor at every stop. Think coffee in Seattle. Breakfast tacos in Austin. Deep dish in Chicago. You'll get a real taste of each city AND the tools to fuel real progress in your firm. Alongside Fearless Foundry, Relay, OnPay, Ignition, and Fathom, we're bringing the insights, strategies, and tech to help you level up your advisory services. 🎟️ Get the event details for your city here: https://lnkd.in/gphmnukD #AdvisoryAmplified #OnTour #AccountingEvents #LocalVibes #AdvisoryServices

If you’ve ever written “just following up” in an email, this one’s for you 👋 When your day is packed with nudges, reminders, and digging through email threads, it’s easy to lose that deeper connection. And that connection is your client’s experience. Here are 7 ways the Karbon for Clients portal gets you out of the follow-up loop, so you can follow through on what really matters: Strengthening those relationships ⚡ https://lnkd.in/gzcuuewC 

What better way to kick off Xerocon than riverside at one of Brisbane's most iconic venues: Felons Barrel Hall ✨ Karbon is joining the fun at Viva BrisVegas: #IgnitionPrecon for a night of good food and even better company. Mark your calendars: 🗓️ Tuesday, 2nd September | 7PM 📍Felons Barrel Hall, Howard Smith Wharves This is THE place where laughs happen, connections spark, and the Xerocon magic officially begins 🕺 🎟️ Spots are limited. Grab your ticket now: https://lnkd.in/gcXD8u-T Proud to be a Gold Partner of Ignition Precon.

Atlanta, we’ve arrived! 🎉 The final stop on the AI in Accounting Summit US tour is underway, and we’re wrapping things up on a high note 🙌 From LA to Denver, Chicago to Atlanta, this series has been one for the books. Yes, we shared insights, strategies, and fresh AI data… But what’s truly inspired us? You. Your curiosity, your questions, and your drive to push this industry forward. Today, we’ve got one more jam-packed agenda and an incredible speaker lineup ready to spark action. Still haven’t grabbed your copy of Karbon’s State of AI in Accounting Report 2025?  Get yours here 👉 https://lnkd.in/gihzj2rZ And keep those tags coming 🏷️ We want to see every highlight, quote, and AI “aha” moment from your Summit experience 🤩✨