- Price
- From $59/user/mo
- Setup
- Easy
- Time saved
- Maker hasn't shared this
Who it's for
Accounting firms that lose client work in email and want email, tasks, and client requests together.
What it does
- Puts team email in one place to share and assign
- Tracks jobs with task lists and work templates
- Sends client requests, with automatic reminders on Business plan
Proof
Maker's claimThe company that makes it says so
Karbon's savings calculator says the average customer saves $39,191 per employee, per year.
KarbonDate not shown Read the source
Try it yourself DIY version
Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.
Copy this prompt
I run a [SIZE] accounting firm. Here is a list of open client work and the emails tied to it: [PASTE: client, task, who owns it, due date, last email]. Please: 1) Make a table of every open job sorted by due date, with who owns it. 2) Flag anything overdue or with no owner. 3) Draft a short, polite email to each client who still owes us something, listing exactly what we need: [WHAT IS MISSING]. 4) Make a reusable step-by-step checklist for our [SERVICE, e.g. monthly bookkeeping] job.
How to set it up
- Book a demo or start a trial.
- Connect your email.
- Set up a work template for a job you do often.
- Add your clients and assign work to your team.
Cost
Team $59/user/mo billed yearly ($79 monthly)
Prices change. Check the maker’s site before you buy.
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