Latest news with #MaryDelaney
Yahoo
24-07-2025
- Business
- Yahoo
Karbon introduces client portal for accounting practices
Karbon, an accounting practice management software provider, has globally launched Karbon for Clients, a client portal aimed at eliminating bottlenecks in company-client work. The new offering is designed to streamline collaboration, accelerate response times and reduce administrative burdens for accounting professionals. Karbon for Clients provides an end-to-end solution managing the entire client life cycle including onboarding, delivery and long-term relationship management. The portal integrates with Karbon's intelligent practice management solution, aligning with the company's vision of connecting people, data, technology and workflows with AI and automation. Clients can access the portal 24/7 via web or mobile app to complete tasks, send documents and communicate. All client activities, from comments to eSignatures, are linked to workflows, offering teams full visibility without tool switching or effort duplication. The launch follows Karbon's introduction of end-to-end tax workflows, AI-powered summarisation and advanced analytics, reflecting the company's ongoing investment in smarter, more connected accounting operations. Karbon CEO Mary Delaney said: 'Our mission has always been to empower accounting professionals to deliver exceptional service. With Karbon for Clients, we are making it effortless for firms to elevate their service delivery through a secure and fully connected client experience that strengthens relationships and drives firm growth.' Over 300 companies took part in the early access programme for Karbon for Clients. Lawrence Watmore, co-founder of Watmore & Co. Accounting, one of the adopters of the platform, said: 'Karbon for Clients is a brilliant feature that has significantly increased our communication with clients while reducing the admin load on our staff.' In May, Xero partnered with Karbon to launch an integrated solution enhancing productivity for accounting practices. The collaboration aims to integrate Xero's financial tools with Karbon's workstream-driven platform to save time, simplify workflows and enable companies to focus on high-value client services. It addresses industry complexities, the demand for client advisory services and the need for automation to improve efficiency. "Karbon introduces client portal for accounting practices" was originally created and published by International Accounting Bulletin, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
27-02-2025
- Business
- Yahoo
Karbon opens practice marketplace to all accounting firms
Accounting practice management software provider Karbon has expanded its Practice Marketplace to include all accounting firms looking to buy or sell. The platform, which launched in September 2024 for the company's customers, is designed to facilitate firm acquisitions through a digital-first approach. Besides, Karbon introduced the Partners Marketplace, which links firms with mergers and acquisitions (M&A) advisors, Karbon-certified implementers, business coaches, and other professionals to offer guidance through the transition process. Karbon CEO Mary Delaney said: 'A successful merger relies on alignment of culture, team, tech stack, and processes. And with Practice Marketplace by Karbon, it's now easier for firm owners to be part of the same life-changing process. 'Karbon exists to empower accounting firms to thrive. This initiative is another way we are supporting firms in their journey and enabling them to thrive—whatever that is to them.' Now, firms looking to sell can list on the Practice Marketplace for a fee, while buyers are required to be fully implemented on Karbon. This structure is intended to improve efficiency and facilitate smoother acquisitions by integrating the company's tools and processes. Firms from the US, Canada, Australia, New Zealand, UK and South Africa are currently using the platform. As industry consolidation ramps up and private equity interest increases, the expanded Practice Marketplace aims to offer firms a structured approach to succession planning and (M&A) opportunities. Karbon Practice Marketplace program lead Joe Carufe said: 'Practice Marketplace by Karbon provides selling firms with exposure to the best firms globally for a successful exit, while also giving our Karbon-enabled buyers a new and highly qualified source of acquisition opportunities. 'Beyond just connecting buyers and sellers, we're helping firms work with industry-leading M&A experts and business coaches to navigate today's rapidly changing market, ensuring they thrive through succession and strategic growth.' "Karbon opens practice marketplace to all accounting firms" was originally created and published by International Accounting Bulletin, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.