About Karbon
Karbon is practice management software used by CPA and accounting firms.
Karbon + Slant
When your firm works with a tax practice on Karbon, Send to Karbon creates the household's contacts, an organization and a work item from the template you choose, assigned to the CPA team member you pick.
The work item's status shows on the client's Karbon tab and updates within about a minute as the CPA team moves it along. Existing Karbon clients are matched automatically when you connect.
Common use cases
Hand off a tax return in one click
Send a household to your CPA's Karbon workspace without re-typing client details.
See where each return sits
Track Karbon work item status from the client record.
Control who can do what
Give teammates link, create or view access, within the clients they can already open.
