Karbon launches client portal to eliminate bottlenecks in firm-client work

Karbon for Clients gives firms and clients a single place to manage tasks, documents, and messages, reducing admin work and improving firm-client collaboration.

 Karbon, the leader in accounting practice management software, today announced the global launch of Karbon for Clients, a secure, modern client portal designed to help accounting professionals streamline collaboration, accelerate response times, and reduce administrative burden.

Karbon for Clients equips firms with an end-to-end solution that manages the entire client lifecycle, including onboarding, delivery, and long-term relationship management. This release integrates directly with Karbon’s intelligent practice management solution, extending the company’s vision of a platform that connects people, data, technology and workflows, with AI and automation woven into every step.

“Our mission has always been to empower accounting professionals to deliver exceptional service,” said Mary Delaney, CEO of Karbon. “With Karbon for Clients, we’re making it effortless for firms to elevate their service delivery through a secure and fully connected client experience that strengthens relationships and drives firm growth.”

Clients can access the portal 24/7 via web or mobile app to complete tasks, send documents, and communicate in real time—helping firms cut back on email follow-ups and focus on high-value work. All client activity, from comments to eSignatures, is automatically linked to firm workflows, giving teams full visibility without the need to switch tools or duplicate effort.

Key features of Karbon for Client features include:

• Smart notifications and real-time updates: Keep clients informed and reduce follow-ups.

• Integrated task management capabilities: Streamlines client deliverables.

• Centralized communication history: Create a complete record of client interactions across multiple channels.

• Secure file sharing and document management: Safeguard sensitive information with enterprise-grade security, two-factor authentication, and eSignatures and approvals for faster document processing.

• Branded client experience: Reinforce firm identity with a customizable interface tailored to each client.

Karbon for Clients is now available to all Karbon customers globally. Additional capabilities, including engagements, invoicing, payments, and tax organizers will roll out during the second half of 2025.

To learn more about Karbon for Clients, visit karbonhq.com/feature/client-portal.

Meet the Karbon team at Accountex Summit Manchester on stand F5, taking place at Manchester Central on 23 September 2025.  

For further information, please visit www.accountexmanchester.com.

Book your free ticket here.

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