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Description
Convert manual tasks into completely automated workflows to conserve both time and resources on a daily basis. This transformation applies to onboarding procedures for a wide range of scenarios, including employee training, customer integration, and familiarization with new tools or internal systems. Everything is executed flawlessly via platforms like Slack, Teams, and Email, significantly reducing the risk of human error by guaranteeing that tasks are completed accurately and punctually. By consolidating internal processes onto a single platform, you can save countless hours each day. This not only enhances communication efficiency within your organization but also improves interactions with clients. With seamless integration capabilities for your favorite applications, you can effectively manage an agile and distributed team while staying connected to all your workspace tools. Additionally, the automated workflows promote a culture of accountability and precision across all team operations.
Description
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
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.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
Yes
Zapier
Yes
Access PeopleHR
Yes
Airtable
Yes
Anchor
No
Asana
Yes
BambooHR
Yes
Easyflow
No
Float
No
Google Calendar
Yes
Integrations
Gmail
Yes
Zapier
Yes
Access PeopleHR
No
Airtable
No
Anchor
Yes
Asana
No
BambooHR
No
Easyflow
Yes
Float
Yes
Google Calendar
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$59/month/user
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ahoy
Founded
2017
Country
Sweden
Website
www.ahoyteam.com
Vendor Details
Company Name
Karbon
Founded
2014
Country
United States
Website
karbonhq.com
Product Features
Onboarding
Course Management
No
Document Management
Yes
E-Verify / I-9 Forms
No
Electronic Forms
No
Electronic Signature
No
Employee Handbook
Yes
Employee Portal
No
File Management
Yes
Job Description Management
No
Orientation Management
Yes
Self Service Portal
Yes
Task Management
Yes
Tax Forms
No
Training Management
Yes
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
Yes
Time Tracking
Yes
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
No
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
