Karbon’s cover photo
Karbon

Karbon

Software Development

Sausalito, California 53,635 followers

Practice Management for scaling accounting firms. Your teams, clients, workflow, documents, planning, reporting + more.

About us

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Website
http://karbonhq.com
Industry
Software Development
Company size
51-200 employees
Headquarters
Sausalito, California
Type
Privately Held
Founded
2014
Specialties
Accountants, Growth, Software as a service, Workflow management, Practice management, Scale, Processes, Accounting firms, Task management, Client management, Relationship management, Teams, Visibility, and Efficiency

Products

Locations

Employees at Karbon

Updates

  • View organization page for Karbon

    53,635 followers

    Tax season might have felt like a time crunch in the past, but with the right workflow, you can give your team control 🎮 In this webinar, Karbon’s Matt Delaney and Stuart K., along with StanfordTax’s Dan Berenholtz, will walk through how AI-powered organizers and binders reduce manual prep, improve accuracy, and bring complete visibility to your tax process. If you’re looking to streamline client requests, keep work moving, and cut admin hours, this session is for you: https://bit.ly/3JKi7tW 👋 Register today to join live or receive the recording.

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  • View organization page for Karbon

    53,635 followers

    AI is everywhere in the accounting world right now. And while your team is ready to adapt, the real question is: which tools will actually move the needle? Join Karbon, Ignition, SmartVault, and Intuit to explore real AI workflows you can put to work this tax season. You’ll see live demos across pricing, client communication, document collection, and workflow orchestration, so you can finally answer: Where does AI fit in my tech stack, and how do I use it without overwhelming my team or clients? Register now and bring your questions 👇 https://lnkd.in/gJEh_fMt

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  • View organization page for Karbon

    53,635 followers

    What's made your top 10 Karbon features of the year? Comment below 👇 Join Chief Product Officer Sara Goepel and Karbon's Product Managers as they count down 2025's biggest releases—from Delegated Triage and custom fields to next-gen tax workflow tools, Karbon for Clients updates, and new integrated workflows across your app stack. Get a refresh on what was launched, why it was built, and how firms like yours are using these features right now to manage clients, automate work, strengthen tax workflows, and run more connected practices 🔥 Register to join live or watch the recording on-demand: https://bit.ly/3KhrMIt

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  • View organization page for Karbon

    53,635 followers

    The Future of Accounting eBook is now live! 📘 What will the accounting profession look like in 2036? What do you hope it will look like, and how different will it be from today? In this eBook, 34 of the profession’s most forward-thinking leaders share their insights on what’s next and how firms can take action today to lead tomorrow. If the last decade reshaped the accounting industry, the next will redefine it entirely. Are you ready? Uncover the predictions for the next decade 👉 https://lnkd.in/gmNzkyge

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  • View organization page for Karbon

    53,635 followers

    Not all integrations are created equal. But they are all valuable 💎 A best-of-breed ecosystem is one where every app plays to its strengths. And together, they work seamlessly to power your firm's core activities. That's why Karbon is building the most connected ecosystem in accounting by curating professional-grade tools that integrate at every level: contacts, business logic, data, and automation. The result? A tech stack that's as flexible and high-performing as the people who use it 👋 Learn more about how Karbon's integrations came to be 🔑 https://lnkd.in/g3teVqFs

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  • View organization page for Karbon

    53,635 followers

    Karbon's connected ecosystem has grown faster than ever, doubling from 35 to 70+ integrations in just one year. And we're just getting started. Join Karbon's Co-Founder & Chief Partnerships Officer, Ian Vacin, and Director of Partnerships, Sam Utesch, as they walk through the most impactful integrations of 2025 and reveal what's ahead for 2026 🔮 You’ll hear where our ecosystem is heading, how integrated apps will evolve into true digital teammates, and what new connections will help firms eliminate silos and scale smarter. Register to join live or get the recording straight to your inbox 👉 https://lnkd.in/gXtAvCsN

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  • View organization page for Karbon

    53,635 followers

    After six sold-out stops across the US, Australia, and New Zealand for the AI in Accounting Summit, we’re bringing the same energy online. And this one’s for everyone—even if you joined us at a previous stop. Because AI moves fast, you can expect fresh discussions, new strategies, and practical inspiration from Jason Staats, CPA, Twyla Verhelst, CPA, Chad Davis, and Brendan Roberts. You’ll also get an exclusive preview of the latest findings from Karbon’s 2026 State of AI in Accounting Report. ✨ Join live or catch the recording after: https://lnkd.in/ehd5EFZY Brought to you by Karbon + Aider, in partnership with Xero, Ignition, AutomationTown, and leading AI apps including StanfordTax, Juno, MakersHub, and TaxPlanIQ (SaaS tax planning for accountants).

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  • View organization page for Karbon

    53,635 followers

    Advisory Amplified Virtual Stop is bringing together the brightest minds in accounting and advisory, and Karbon is proud to be part of it. Hear from leaders who are shaping the future of the profession, including our very own Twyla Verhelst, CPA. Don’t miss this virtual encore of the 2025 tour. This is your front-row seat to the conversations defining what’s next for modern firms 🔑 Get your ticket here https://lnkd.in/dW8WFsec 🎉

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  • View organization page for Karbon

    53,635 followers

    "We're elevating that model entirely from something that won't just help firms manage work; it will actively do the work." —Mary Delaney Together, Karbon + Aider are building a more intelligent, proactive, and human accounting experience for firms everywhere. Think automated period close, real-time insights, AI-generated reporting, advisory opportunities surfaced instantly... and teams finally freed to focus on meaningful, strategic work. This is how we’re reshaping the next decade of accounting. Read the full interview with Brendan Roberts and Mary Delaney on XU Magazine: https://bit.ly/440yPff

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  • View organization page for Karbon

    53,635 followers

    Ian Vacin and Jason M. Blumer, CPA are bringing decades of real firm experience into one insightful book. If you’ve been joining their Scaling Firms with Purpose webinar series (with the final session next week), this book is a powerful companion for everything you’ve been learning 👏 'Scale with Purpose' gives service-based entrepreneurs a thoughtful, practical roadmap for growing with intention—something every firm deserves. It’ll be available December 9, but you can join the Launch Group now for early access 👇 https://lnkd.in/eZNvuY9r

    View profile for Ian Vacin

    Chief Partnerships Officer @ Karbon | Practice Management for Accountants

    We help entrepreneurs grow. Now we wrote the playbook. And it gets better... 💥 The first 25 people to sign up for our Book Launch Group via this post will get a free copy of the book! Over the past 25 years, Jason M. Blumer, CPA and I have worked with service-based entrepreneurs pushing through their first (and second) scaling plateaus. From small firms chasing efficiency & structure, to firms pushing past 20+ employees in search of maximum enterprise value, we’ve seen the patterns—and helped solve for them. That’s why we finally put it all down in one place (launching December 9): 📘 Scale with Purpose: The Service Entrepreneur’s Guide to Intentional Growth This isn’t theory. It’s real talk for service organizations (like accounting firms) where growth is tied directly to your people and your capacity. If you’ve ever said: “I know we can be more efficient, but I’m not sure where to start…” “I’m working more, but enjoying it less…” "We're growing, but it feels like I'm losing control..." This book is for you—entrepreneurs who want to grow with intention, not chaos. Inside we share: ✅ How to design a business model that scales without burning you out ✅ The capacity planning frameworks that prevent the "we're slammed but can't grow" trap ✅ The 7 research findings that separate thriving businesses from stagnant ones ✅ Real strategies from real transformations (no theory, just practice) And here’s your chance to be first in line… 👉 Join the Launch Group now: https://lnkd.in/gj4V4MfV This is the roadmap we wish we had when we started. Can’t wait to get it into your hands. #ScaleWithPurpose #BusinessGrowth #Leadership #CapacityPlanning Karbon Thriveal

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Funding

Karbon 9 total rounds

Last Round

Series unknown

US$ 10.5M

See more info on crunchbase