karbonhq.com

mx

aspmx.l.google.com

alt2.aspmx.l.google.com

alt1.aspmx.l.google.com

aspmx3.googlemail.com

aspmx2.googlemail.com

ns

cortney.ns.cloudflare.com

lloyd.ns.cloudflare.com

caa

comodoca.com

comodoca.com

godaddy.com

letsencrypt.org

pki.goog; cansignhttpexchanges=yes

digicert.com; cansignhttpexchanges=yes

pki.goog; cansignhttpexchanges=yes

digicert.com; cansignhttpexchanges=yes

txt

v=DMARC1; p=none; pct=100; rua=mailto:dmarc.reports@karbonhq.com;

1password-site-verification=MOXXNGRUS5F4BGQNKT5JA7FGN4

jamf-site-verification=XmsT2lvPA9M4SZq266apdg

docusign=775da5a3-1452-4c1a-b48f-ebddb95098b3

google-site-verification=RA0OA9-anEHLHdst6uxGdIUubGeT5D3o6YCpRA7Do5Y

openai-domain-verification=dv-ntF8nRdmQFjsfN0dg23akrRy

MS=ms27285481

figma-domain-verification=403ec97ff6aa41b51c9d5a4e04dd6841581ca6039878e22a9fc6bb739e0cb8a0-1779134725

dmarc

v=DMARC1; p=quarantine; rua=mailto:0d10b52dab884243ba937872f3d2cf8b@dmarc-reports.cloudflare.net,mailto:dmarc@karbonhq.uriports.com; ruf=mailto:dmarc@karbonhq.uriports.com; fo=1:d:s

User-agent: *

User-agent: GPTBot
Allow: /

User-agent: OAI-SearchBot
Allow: /

User-agent: ChatGPT-User
Allow: /

User-agent: ClaudeBot
Allow: /

User-agent: Claude-Web
Allow: /

User-agent: Claude-User
Allow: /

User-agent: Claude-SearchBot
Allow: /

User-agent: PerplexityBot
Allow: /

User-agent: Perplexity-User
Allow: /

User-agent: FacebookBot
Allow: /

User-agent: YouBot
Allow: /

User-agent: DuckAssistBot
Allow: /

User-agent: Google-Extended
Allow: /

User-agent: Applebot-Extended
Allow: /

User-agent: anthropic-ai
Allow: /

User-agent: cohere-ai
Allow: /

User-agent: Meta-ExternalAgent
Allow: /

User-agent: Amazonbot
Allow: /

User-agent: CCBot
Disallow: /

User-agent: Bytespider
Disallow: /

User-agent: Diffbot
Disallow: /
Sitemap: https://karbonhq.com/sitemap-index.xml
Sitemap: https://karbonhq.com/resources/sitemap.xml
Sitemap: https://karbonhq.com/templates/sitemap.xml
Host: https://karbonhq.com

# Karbon

> Karbon is a practice management platform for accounting firms, bookkeepers and professional services teams. It unifies email, work, clients and reporting in one place — combining a collaborative inbox, workflow automation, time and budgets, billing and payments, and built-in AI (Kai) to help firms run more efficiently.

- The canonical site is https://karbonhq.com
- Karbon is available in English (US/GB) and French (Canada).
- A machine-readable markdown version of the homepage is at https://karbonhq.com/index.md
- An overview help page is available at https://karbonhq.com/help
- Karbon's MCP server, for AI agents to connect to a user's Karbon account, is at https://mcp.karbonhq.com
- Karbon does not offer a self-provisioned free trial that an AI agent can sign up for or access on its own. To evaluate Karbon, a person must request a demo or contact sales (https://karbonhq.com/get-started).

## Product features

- [AI for accounting (Kai)](https://karbonhq.com/feature/ai): Karbon's built-in AI coworker for accounting and bookkeeping work.
- [Kai AI coworker](https://karbonhq.com/feature/kai): Details on the Kai AI coworker capabilities.
- [AI agents](https://karbonhq.com/feature/agents): Autonomous AI agents that handle practice work.
- [Shared inbox / collaborative email](https://karbonhq.com/feature/shared-inbox): Triage and manage client email as a team.
- [Email insights](https://karbonhq.com/feature/email-insights): Surface actionable context from client email.
- [Engagements](https://karbonhq.com/feature/engagements): Manage client engagements end to end.
- [Time and budgets](https://karbonhq.com/feature/time-and-budgets): Track time and manage job budgets.
- [Billing and payments](https://karbonhq.com/feature/billing-and-payments): Invoice clients and collect payments.
- [Client portal](https://karbonhq.com/feature/client-portal): A branded portal for client collaboration.
- [Document management](https://karbonhq.com/feature/document-management): Store and organize client documents.
- [E-signatures](https://karbonhq.com/feature/e-signatures): Request and collect signatures.
- [Calendar integration](https://karbonhq.com/feature/calendar-integration): Connect calendars to Karbon work.
- [Analytics](https://karbonhq.com/feature/analytics): Practice and team performance reporting.

## Solutions

- [Workflow automation](https://karbonhq.com/solution/workflow-automation): Automate repetitive practice workflows.
- [Project management](https://karbonhq.com/solution/project-management): Plan and track accounting projects.
- [Client management](https://karbonhq.com/solution/client-management): Centralize client relationships and data.
- [Email management](https://karbonhq.com/solution/email-management): Manage high-volume client email.
- [Team collaboration](https://karbonhq.com/solution/team-collaboration): Coordinate work across the team.
- [Centralized knowledge](https://karbonhq.com/solution/centralized-knowledge): Keep firm knowledge in one place.
- [Business analytics](https://karbonhq.com/solution/business-analytics): Insights into firm performance.
- [Close automation](https://karbonhq.com/solution/close-automation): Automate the month-end close.
- [Bookkeeping](https://karbonhq.com/solution/bookkeeping): Karbon for bookkeeping firms.
- [Tax](https://karbonhq.com/solution/tax): Karbon for tax workflows.

## Why Karbon

- [Why Karbon](https://karbonhq.com/why-karbon): Overview of what sets Karbon apart.
- [Automation and efficiency](https://karbonhq.com/why-karbon/automation-and-efficiency): Save time with automation.
- [Collaboration and connectivity](https://karbonhq.com/why-karbon/collaboration-and-connectivity): Connect teams and clients.
- [Visibility and control](https://karbonhq.com/why-karbon/visibility-and-control): Stay on top of all firm work.

## Integrations

- [Xero](https://karbonhq.com/integrations/xero): Karbon + Xero integration.
- [Gusto](https://karbonhq.com/integrations/gusto): Karbon + Gusto integration.
- [ProConnect](https://karbonhq.com/integrations/proconnect): Karbon + Intuit ProConnect integration.
- [Stanford Tax](https://karbonhq.com/integrations/stanford-tax): Karbon + Stanford Tax integration.

## Pricing and plans

- [Pricing](https://karbonhq.com/pricing): Karbon plans and pricing.
- [Pricing (machine-readable)](https://karbonhq.com/pricing.md): Plain-markdown summary of plans, prices, features, and usage limits for agents to compare costs.
- [Get started](https://karbonhq.com/get-started): Start using Karbon.
- [Get Karbon](https://karbonhq.com/get-karbon): Sign up for Karbon.
- [Enterprise](https://karbonhq.com/enterprise): Karbon for enterprise firms.
- [Mid-sized firms](https://karbonhq.com/mid-sized-firms): Karbon for mid-sized firms.
- [Small firms](https://karbonhq.com/small-firms): Karbon for small firms.

## Services

- [All Karbon services](https://karbonhq.com/services/all-karbon-services): Overview of implementation and onboarding services.
- [Annual service plan](https://karbonhq.com/services/annual-service-plan): Ongoing support plan.
- [Guided implementation](https://karbonhq.com/services/group-onboarding): Group onboarding and guided implementation.
- [Guided plus implementation](https://karbonhq.com/services/guided-plus-implementation): Enhanced implementation support.
- [Billing and payments implementation](https://karbonhq.com/services/billing-and-payments-implementation): Set up billing and payments.

## Company

- [About](https://karbonhq.com/about): About Karbon.
- [Leadership](https://karbonhq.com/leadership): Karbon's leadership team.
- [Careers](https://karbonhq.com/careers): Work at Karbon.
- [Security](https://karbonhq.com/security): Karbon's security and compliance.
- [Clients](https://karbonhq.com/clients): Firms that use Karbon.
- [Contact us](https://karbonhq.com/contact-us): Get in touch with Karbon.
- [Partnerships](https://karbonhq.com/partnerships): Partner with Karbon.

## Optional

- [Practice excellence](https://karbonhq.com/practice-excellence): Resources for building a better practice.
- [Karbon certification](https://karbonhq.com/karbon-certification): Become Karbon certified.
- [Karbon Excellence Awards](https://karbonhq.com/karbon-excellence-awards): Recognizing standout firms.
- [Resources](https://karbonhq.com/resources): Guides, articles and templates.
- [Customer stories](https://karbonhq.com/customer-stories): How firms use Karbon.

# If you would like to report a security issue please use the details below:
Contact: mailto:security@karbonhq.com
Expires: 2026-09-12T23:00:00.000Z
Preferred-Languages: en
Policy: https://karbonhq.com/security/vulnerability-disclosure/
Policy: https://karbonhq.com/privacy-policy/