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Summary |
Karbon is an advanced work management software for accounting firms helping them with workflow automation, email insights, team collaboration, client management, project management, performance analytics, along with time and budget. It can be used as a common platform by the entire team to collaborate with each other whether they are sitting in the same office or working remotely. The software provides 360-degree visibility of the stored data, enabling accurate planning, easy resource allocation and seamless understanding of relations with individual clients. Further, Karbon increases efficiency levels by automating tasks, standardising common processes, scheduling recurring tasks and onboarding. The software helps admins unite their team, enabling them to work together by sharing email, conducting discussions, besides streamlining tasks and powerful workflows. The digital workspace provided by Karbon enhances productivity levels by 21% and streamlines knowledge transfer in a seamless manner. ..show more |
Anvil provides its users with a platform through which they can streamline information gathering and automate document-based workflows. The software offers elevated client experience with a dynamic and straightforward online form. Users can guide clients through relevant questions and ensure that information is safely stored on a single and secure platform. Anvil software adapts to the workflow of its users, and hence enables them to add rules to automate repeatable business and approval processes resulting in reduced employee error. The software increases operational efficiency with integrations to eliminate manual data entry and enabling users to automatically send data where ever it needs to go or simply output the information into proper fields on a form. Users can modernize their document-based workflows using the no-code Anvil Flow builder provided by the software. One can customize their web forms with the intuitive UI and then add integrations in order to automate the workflows. The software provides users with APIs for integrating workflows and PDF filling into their app or website. ..show more |
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