Karbon

Karbon is practice management built around the firm's email. You triage the inbox as a team, comment on a message, and turn it into a task on a client and a job. Jobs come from templates, with a status, an assignee, and a due date. Clients get requests and a portal for documents. You record time on the work and create the invoice in Karbon. Contacts, invoices, and payments can sync with QuickBooks Online Accountant or with Xero. The client's books stay in that ledger. Karbon is not where you categorize their bank feed.

Double is the close workspace that writes back to QuickBooks Online or Xero and does not try to be the firm's inbox. TaxDome and Canopy are the tax-season practice systems, with organizers and e-sign aimed at return delivery. Botkeeper automates categorization on the client file. Karbon is the operating layer: who has the email, who has the job, and whether it has been billed.

Firms stay when email is where work goes to die. A shared thread, a comment, and a job status replace the side message that never got written down. Billing sits on the same job, so you can see time against the work without exporting a spreadsheet. You can collect in Karbon and let the ledger update from the sync, or keep invoicing where you already do it.

You can track close work as jobs and client requests. Karbon does not describe reviewing or posting the client's transactions. Invoices you create in Karbon can sync to the firm's QuickBooks Online Accountant file or to Xero, and payments can sync back. The books themselves stay in that ledger.

You can hand a client the portal thread, the documents, and a signed engagement if you bought e-sign credits or sent it through Karbon Engagements. A tax organizer, transcript download, or return binder was not on the pages opened. The homepage lists tax organizers as a product area, without the steps.