Karbon Now Tells You When a Signed Engagement Is Waiting
A new daily alert lists every accepted engagement that hasn't been activated yet, so signed work stops sitting unnoticed.
Notes on engagements
You Can Now Save a Half-Finished Service Template
Karbon service templates can now be saved as drafts, and a draft can't be applied to an engagement until it's complete.
Engagements Now Have Comments and @Mentions
Every Karbon engagement now has threaded comments with @mentions and an audit trail, so the context on a stalled engagement lives on the engagement itself.
Run Renewals as a Work Item, Not a Memory
A recurring Renewal & Reboarding work item turns engagement renewals into visible, scheduled work, and moves the pricing conversation out of tax season.
Start with a conversation about how your firm works.
I ran an accounting firm for five years, and I'm a Six Sigma Black Belt. No pitch deck, just questions about your people, your clients, and your Karbon setup.