Karbon Features
Setup (4)
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Activities
Provide standard activities and tasks that can be customized by users
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Flows
Users can easily create flows using drag and drop features
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Dependencies
Define and manage dependencies between tasks and workflows
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Notifications
Include alters that can be used with workflows
Management (3)
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Updates
Ability to update multiple workflows at the same time
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Audit Trail
Maintain a history of all workflow changes
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Integration
Integrate with ERP or project management software
Platform Additional Functionality (4)
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Cloud
Provides a cloud based version of the platform
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Messaging
Contains in-application messaging abilities
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Payment
Contains built-in payment processing capabilities or integrates with payment processing software
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Portal
Contains a portal to facilitate third-party or client application access
Platform Content (1)
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Automation
Automates some or all operation related tasks
Platform Data (1)
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Dashboard
Has a centralized dashboard for users to interact with
Payment Processing (4)
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
Mobile Payments
The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Digital Wallet Integration
The ability to process payments from a digital wallet service or other digital payment method.
Administration (7)
Reporting & Analytics
Reports and analytics created from payment data.
E-commerce Integration
The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.
Processing Fees
Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
POS Integration
The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.
Omnichannel
Process payments from multiple channels such as ACH, mobile, or e-commerce.
Levels 1 & 2
Supports levels 1 and 2 for credit card payment processing.
Level 3
Supports level 3 credit card processing which requires additional data for qualification.
Payment Options (2)
Multi-Currency
Allows users to process payments in multiple currencies.
Online payment portal
Provides an online portal where customers can make payments.
Security (1)
POS Verification
Support cardholder verification methods for POS transactions.
Platform (2)
Accounting integration
Provide integration with accounting software and ERP systems.
E-commerce Integration
Provide integration with B2B and B2C e-commerce platforms
Communication (3)
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Client Portals
Provide portals for customers to communicate with accountants
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Automation
Automate client requests and reminders
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Consolidation
Consolidate communication between accountants and clients
Collaboration (2)
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Collaboration
Provide repository to collaborate on email, clients, jobs and tasks
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Tasks
Create tasks and sub-tasks with assignee, status and due date
Billing (3)
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Time
Track the status of each project and calculate billable time
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Reporting
Run reports on billing, time, revenue, credits, etc.
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Invoices
Create invoices for services provided and track payments
Onboarding (3)
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Templates
Standardize the onboarding process with templates
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Checklists
Assing tasks and checklists to new clients
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New Client
Create new client in system once propsal is accepted
Visibility (6)
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Job Status
Know where every job stands, who’s working on what, and what’s being said to clients
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Metrics
Track/uncover metrics to improve firm decisions and efficiency
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File Organization
Share, save, and organize files
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Audit Trail
Provide a detailed audit trail
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Notifications
Receive real-time notifications via email and/or IM about new assignments, updates, and due dates
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Integrations
Manage integrations for accounting, project management, email, data integration, or similar platforms
Generative AI (1)
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AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Accounting Practice Management (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
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Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Tax Practice Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
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Adaptive Learning
Improves performance based on feedback and experience
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Natural Language Interaction
Engages in human-like conversation for task delegation
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Proactive Assistance
Anticipates needs and offers suggestions without prompting
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Decision Making
Makes informed choices based on available data and objectives





