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Ratings and Reviews 0 Ratings
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What is Karbon?
Manage tasks, clients, strategy, and communication all in one centralized platform. Regardless of whether your team operates from an office or remotely, you’ll maintain seamless collaboration with Karbon.
Karbon serves as an integrated practice management solution tailored for accounting firms, uniting your team, clients, systems, and data into a single location, which greatly enhances clarity, productivity, and connectivity for your workforce, no matter their physical whereabouts. This unified approach fosters a more cohesive working environment, ensuring that everyone stays aligned and informed.
What is BigHand Workflow Management?
BigHand Workflow Management acts as a highly effective tool for task delegation, ensuring that responsibilities are assigned to the right support staff at the most cost-efficient rate for the law firm, while also monitoring progress until tasks are finalized. Management can leverage detailed output reports to understand vital metrics such as types of work, workload volume, resource capacity, and productivity levels, aiding in strategic decisions concerning resource management. The platform features adaptable forms specifically designed to address the varied support task requirements of law firms, offering both single and multi-step workflows for efficient task assignment to the most cost-effective resources. Users have the ability to record concise voice notes, add comments, or attach pertinent files for transcription, enhancing communication and clarity. A dynamic feed displays all active support tasks, providing users the capability to sort and filter based on multiple criteria, including work type, assigned personnel, priority, due date, author, and matter. Every task completed by a support team member is automatically tracked for time management, ensuring precise documentation. Furthermore, the system presents real-time and historical analytics on backlogs, throughput, service quality, and overall support team efficiency, equipping law firms with the insights needed to enhance their operations and service provision. This all-encompassing tool not only boosts operational effectiveness but also promotes a culture of collaboration within the firm, ultimately driving better outcomes for clients. By integrating these features, law firms can achieve a higher level of productivity and service excellence.
Integrations Supported
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
NetDocuments
QuickBooks Online
Integrations Supported
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
NetDocuments
QuickBooks Online
API Availability
Has API
API Availability
Has API
Pricing Information
$59/month/user
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Karbon
Date Founded
2014
Company Location
United States
Company Website
karbonhq.com
Company Facts
Organization Name
BigHand
Date Founded
1995
Company Location
United Kingdom
Company Website
www.bighand.com/en-us/our-solutions/workflow-management/
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration