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.
Getting Started: Karbon for Clients
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. This includes a centralized Documents section where clients can view, upload, and search for all files shared with them.
Secure & Branded Experience: Reinforce trust with a professional, enterprise-grade secure portal, customizable with your firm's branding.
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, including document uploads and comments, sync directly with your Karbon workflows and client timelines.
Access on the Go with the Karbon for Clients Mobile App
In addition to the web portal, clients can access Karbon for Clients through a dedicated mobile app, available on both iOS and Android. The mobile app provides the same streamlined experience—allowing clients to manage tasks, sign documents, and upload files—anytime, anywhere.
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.