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What is ProcessKit?

Enhance the efficiency of your client onboarding by creating a structured process that is both consistent and reliable, minimizing the potential for confusion during the setup phase. Develop a smooth workflow aimed at ensuring new clients achieve success on a regular basis. You can either select from our ready-made process templates or customize one to suit particular requirements. Incorporate features like conditional logic, input forms, and automation to elevate the client experience. Emphasize continual enhancement by making seamless updates across all current onboardings. This organized methodology transforms your client onboarding into a streamlined and effective operation, granting you constant visibility and the ability to focus on growth without worrying about overlooking essential steps. Use checklists, intake forms, and adjustable timelines to maintain order, while an automatically refreshing Kanban view provides real-time organization. Experience the flexibility to make quick adjustments when necessary, ensuring that all key information is readily available. Share onboarding tasks among your team members, as ProcessKit is designed to support you throughout this process. Equip your team to manage client onboarding tasks with ease, ensuring positive outcomes consistently. With this comprehensive system established, you can confidently broaden your client base, assured that your onboarding process is well-managed and effective. Ultimately, a well-defined onboarding strategy not only enhances client satisfaction but also fosters long-term relationships, as clients feel valued and supported from the very beginning.

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.

Media

Media

Integrations Supported

Zapier

Integrations Supported

Zapier
Anchor
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo

API Availability

API Availability

Has API

Pricing Information

$49 per month
Free Trial Offered?

Pricing Information

$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 Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProcessKit

Date Founded

2018

Company Location

United States

Company Website

processkit.com

Company Facts

Organization Name

Karbon

Date Founded

2014

Company Location

United States

Company Website

karbonhq.com

Categories and Features

Categories and Features

Accounting Practice Management

Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Document Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

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