Client contact management software for accounting and tax

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how often do you feel like you're in complete control of your accounting firm do you have visibility over your team's tasks or client records what about email discussions time sheets job estimates or work in progress accounting firms have become an ocean of apps where everything feels disconnected it's hard to keep your head above the surface long enough to actually see where you're going meanwhile some firms have prepared for the future they've adapted to this new normal and are accelerating ahead these firms are using carbon the practice management platform that brings all your planning clients work and communication together online in one place for a more connected firm where's that thing you need it's in carbon you can see who's working on what where every job stands what was last said to a client and who needs more attention you can access it from anywhere the browser or the app so no matter if you're in the office or your team is working remotely with carbon nothing falls through the cracks timelines of all activity and communication related to a job or client are automatically compiled including email documents and conversations with your team you can build templates for each process to deliver consistent effective services to every client without having to reinvent the wheel each time carbon keeps your head above water and provides the visibility you need to navigate your firm's biggest challenges it saves your team hours per week and enhances your ability to help your clients succeed and that's just the beginning there's task automation client collaboration kpi tracking budgeting timesheets integrations with your favorite tools and much more carbon firms are connected firms book a demo today