Karbon for Clients

Name: Karbon for Clients
Rating: 5 (3 reviews)
Author: Karbon Inc

Accounting firm client portal

Free · Designed for iPad. Not verified for macOS.

3 Ratings
Age Rating

4+
Years
Category

Productivity
Developer

Karbon Inc
Language

EN
English
Size

46.6
MB

Karbon for Clients makes it simple to securely share files, exchange information, and stay connected with your accounting firm—all in one place. Designed specifically for clients, this client portal app gives you a streamlined way to manage important tasks and communicate with your advisors from your mobile device. Easy Collaboration Send and receive files and messages, sign documents, and complete requests from your accountant—all in one secure hub. Secure File Sharing Upload files with confidence and keep your information safe using industry-standard security. Stay Informed with Real-Time Updates Track your project progress at a glance and see status updates the moment they happen. Ask Questions Anytime Send questions, follow up, or request clarity directly in Karbon for Clients to keep communication flowing smoothly. Reduce Back-and-Forth Simple requests and automatic notifications cut down on emails and calls, so you can focus on what matters. NOTE: Access to Karbon For Clients must be initiated by your tax or accounting professional.

Ratings & Reviews

5.0

out of 5

3 Ratings

Clients love it
Apr 27

NYC CPA 55
I have been on Karbon for over three years now and my clients love using the mobile app. It gives notifications when tasks and invoices are pending and keeps everyone in sync. Amazing tool. Highly recommend.
Clients love it
Apr 27

NYC CPA 55

I have been on Karbon for over three years now and my clients love using the mobile app. It gives notifications when tasks and invoices are pending and keeps everyone in sync. Amazing tool. Highly recommend.
Very good
08/14/2025

bbinaction
Loving it so far in our testing for client experience
Very good
08/14/2025

bbinaction

Loving it so far in our testing for client experience

- Update IOS capability - Fix dashboard refresh - Fix back button - Fix tab highlighting - Fix html rendering - Add waiting message for esignatures

Version 1.8.2 Apr 21

Data Linked to You

The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Search History
- Usage Data
- Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

Information

Seller: Karbon Inc
Size: 46.6 MB
Category: Productivity
Compatibility: Requires iOS 15.1 or later.

iPhone
Requires iOS 15.1 or later.

iPad
Requires iPadOS 15.1 or later.

iPod touch
Requires iOS 15.1 or later.

Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.

Apple Vision
Requires visionOS 1.0 or later.
Languages: English
Age Rating: 4+

4+

Learn More