Karbon for Clients

KarbonHQ

About this app

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.

What’s new

- Fixed document preview not working for some files
- Feat: Add assignee list to the task details page
- Fix: Logout behaviour
- Fix: Translations
- Fix: Issues with completing invite
- Feat: Add assignee avatar list
- Feat: Handle firm login deep links
- Fix: Login CTA from magic link page
- Feat: Updated flow for expired invitation links
- Fix: Documents now show the correct file icon in the UI
- Feat: Improved file download handling