Karbon for Clients is a modern, branded client portal that enhances collaboration between accounting firms and their clients. Accessible via web and mobile, it streamlines communication, document management, and approvals, providing a secure and professional experience.
Key Features
Faster Client Collaboration: Reduce back-and-forth emails by centralizing all client interactions in one organized portal.
Effortless Document Management: Easily request, collect, and track documents to ensure nothing is lost.
Secure & Branded Experience: Reinforce trust with a professional, enterprise-grade secure portal.
Simplified Approvals: Allow clients to review and approve documents quickly.
Real-time Visibility: Track client responses, outstanding requests, and progress.
Seamless Karbon Integration: All portal activities sync with Karbon workflows.
Who Can Use Karbon for Clients?
Accounting Firms: Firms using Karbon can invite clients to collaborate via the portal.
Clients: Businesses and individuals working with Karbon-enabled firms can access documents, requests, and approvals in a streamlined interface.
Getting Started
Karbon users can enable Karbon for Clients through their Karbon account settings. Detailed setup guides and FAQs will be available to assist with onboarding.