You can expand the functionality of Karbon by adding your favourite connected apps. To begin setting up your connection, navigate to Settings and then Connected Apps.
Note: You are only able to edit settings if you have admin rights. If you don't have admin rights and want to connect, find out who has admin rights in your practice.
Below is our current list of applications you can connect with Karbon:
QuickBooks Online Accountant and Xero Practice Manager to keep your contact records in sync with your General Ledger
QuickBooks Time for tracking, managing and reporting time
Ignition and GoProposal for pricing or proposal software
Companies House and Xama (AML) for clients based in the UK
SuiteFiles for managing docs, templates, and eSigning.
HowNow smart links for links directly to records or documents
VXT to sync your calls and call history
Slack to bring your important conversations into Karbon
Liscio for front-office client management
Intuit ProConnect Tax to access your tax work directly from Karbon
Zapier to expand further by connecting to their 1,500+ app integrations
or get access to your own app through Karbon's API
Automate contact and work item creation in Karbon by syncing approved proposals with Anchor.
Use Soraban with Karbon to automatically create assignments and sync entities as contacts, streamlining your workflow.