Karbon integration

Practice management for accounting firms, with workflows, email, time and billing. Connect Karbon to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: Industry software

Popular ways to use Karbon

Start with one of these, or describe your own.

Client documents collected

Clients upload what you need in your portal, and it lands in Karbon on their record.

Proposals that start the work

A signed proposal sets up the client and their first tasks in Karbon.

Requests chased for you

Clients get a reminder by email or text until their documents arrive.

How to connect Karbon

Request Karbon
In your portal’s Integrations tab, press Request access next to Karbon. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Karbon, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Karbon data in ChatGPT. AI on OLODESK

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