Topics started by Sara Goepel

7 Discussions

Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Hi everyone,Thank you all for joining me and our Product Managers for the first product roadmap webinar of 2024. It was great to see so many familiar names on the call and we sincerely appreciate the thoughtful questions and comments. For those who weren’t able to join us live, catch up on the recording to see what we released in Q1 and what’s coming up in Q2 for:Billing & Payments Triage & Work Integrations & API Karbon Practice Intelligence Karbon AI We are currently recruiting customers for a few beta programs. You can sign up below:Triage revamp beta, register your interest here QuickBooks Online Accountants integration (invoice & payments) beta, register your interest here Karbon AI contact timeline summary beta, register your interest hereWe’d love to hear what you think. You can add your thoughts in the comments below. If there are features you’d like to see us prioritize for future roadmap, please submit your vote in the Feature Ideas section.

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Steve Wortman
Rising Star
12 days ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team
published in Share Tips & Best Practices

Webinar recording: 2023 Karbon review and roadmap preview

Thanks to everyone who joined us for our final product roadmap webinars for 2023!For those not able to join live, we recapped on the top 5 new features released to Karbon this year, plus a preview of the features currently in development and what you can expect to see in early 2024.You can watch the recording below. Please feel free to provide your feedback on the Approvals and E-Signing feature we shared.You can also join the beta programs we showcased:Shared Triage Redesigned TriageWe’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

124919
Taylor Verni
Beginner
1 month ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team
published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

Thanks to all who joined me and our Product Managers for our product roadmap webinars for Q2 2023. It was great to see so many familiar names!For those who weren’t able to join us live, we presented some exciting updates to Karbon and shared how you can expect you, your team, firm, and clients to benefit.You can watch the recording to see:Karbon AI Shared Triage New integrations Billing and Payments Updates to KPI, Work, and Client PortalPlease feel free to join the beta programs showcased in the presentation. Karbon AI BetaXPM BetaBilling BetaAnd for customers who would like to provide their feedback on Custom Fields for Contacts Report, please fill in this survey link.We’d love to hear what you think, and any questions or feedback you have. Feel free to share them below. 

170031
Amanda Lee
Beginner
6 months ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Q3 Quarterly Product Review 2023

Thanks to all who joined me and our Product Managers for the end-of-quarter product review webinar. It was great to see so many familiar names on the call. For those who weren’t able to join us live, catch up on the recording to see:Karbon AI Merge Contacts User Permissions Later in Triage, optional 2FA in Client Portal Billing and Payments Please feel free to join the Billing Beta program showcased in the presentation.  We’d love to hear what you think, and any questions or feedback you have. You can add your thoughts in the comments below.

32711
Dave George
Karbon Team
7 months ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Karbon AIBlog

Karbon AI, a GPT-powered artificial intelligence tool embedded within Karbon, is now in beta. Karbon AI is designed to make you more efficient with email and how you communicate with clients. Karbon is already saving each individual user an average of 16.5 hours every week, but this is just the beginning. Karbon AI will provide new ways for you to be more productive across client management, reporting and insights, work management, capacity planning, team collaboration, email, and more.  Here are some examples of what you’ll be able to do: Summarize long email conversations and internal discussions. Rather than spending time getting up to speed through a long email chain, a bite-sized summary can show you what’s important and actionable before you choose to dig deeper. Compose an email draft. Karbon AI can create the first draft of an email based on some short prompts or keywords. You can then review and adjust before sending. Provide personalized updates to your clients as their j

152619
SamG
Sr. Karbon Community Guide
1 year ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Karbon Update recap & 2022 roadmap preview

 Earlier today we held a webinar recapping all of the new features and functionality that we released to Karbon over the last 6 months, and a sneak peek of what we are working on what right now. Check our the recording for a an exclusive look at some of the powerful updates and new features coming to Karbon in 2022. We'd love to hear what you think, so please share your comments, feedback and questions in the discussion below. 

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Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Product Recap 2022 webinarBlog

Thanks to all who joined me and our Product Managers on our 2022 recap webinar.It was great to see so many familiar names on the call. For those who weren’t able to join us live, we recapped on our key improvements in 2022, including a sneak peek at Billing and Payments coming in 2023.Catch up on the recording to see: Insights and KPI Triage My Week Client Portal Document Management Time API Billing & Payments  We’d love to hear what you think, and any questions or feedback you have. You can add your thoughts in the comments below. 

3094
DianeK
Sr. Community Champion
1 year ago

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