What’s new in the Karbon for Clients portal

Efficient communication and document sharing are essential for delivering a seamless client experience. In this webinar, Karbon showcases the latest enhancements to its Karbon for Clients portal, demonstrating how new features are designed to make collaboration between accounting firms and their clients more organised, transparent and efficient.

The updates focus on reducing the reliance on lengthy email chains by giving clients a central place to complete tasks, upload documents and communicate with their accountant. The webinar also highlights improvements to task management, document requests and client visibility, helping firms keep work moving while providing clients with a clearer understanding of what is required from them.

Another key theme is improving efficiency for both practice teams and clients. By centralising requests and conversations within a secure portal, firms can spend less time following up outstanding information and more time delivering advisory services. Better visibility over client progress also helps reduce bottlenecks and supports a more consistent client experience.

For firms looking to strengthen client relationships while streamlining practice workflows, these latest updates demonstrate how modern client portals can improve collaboration and reduce administrative burden.