The Karbon Extension: Leveling Up Your Workflow
Calling all accountants and Karbon power users! We’ve been busy fine-tuning the SuiteFiles Karbon extension, and we’re thrilled to share the updates that are set to make your workday smoother, faster, and (dare we say) more enjoyable.
If you’ve ever dreamed of managing all your files and projects without bouncing between platforms, your wish has been granted. With these updates, the SuiteFiles Karbon extension is now smarter, more intuitive, and fully geared toward making your workflow seamless.
What’s New?
1. Manage Everything in One Window
No more toggling, switching, or losing track of where you left that file. You can now:
- Effortlessly create, upload, and organize files directly within Karbon.
- Link work items to SuiteFiles folders, ensuring your documents are always exactly where you need them.
This streamlined setup means less time clicking around and more time focusing on what really matters—delivering value to your clients.
2. Real-Time Collaboration
Whether you’re in SuiteFiles, Karbon, or one of your favorite Microsoft apps, collaboration has never been easier:
- Work on files with your team in real time.
- Keep everyone updated and aligned, no matter where they’re working from.
Say goodbye to outdated file versions and hello to seamless teamwork that keeps projects on track.
Interactive Demo
Want to try out the extension yourself? Click the button below for a tour of our Karbon integration.
Who Is This Integration For?
This integration is for accounting firms that:
- Use Karbon as the backbone of their operations.
- Juggle multiple tools and platforms to manage files and workflows.
- Value efficiency, collaboration, and providing an exceptional client experience.
Whether you’re a smaller firm looking to scale or a larger team managing complex workflows, the SuiteFiles Karbon extension is designed to meet your needs.
Example Use-Case: Amplify 11
Let’s take a look at how this extension could help a firm like Amplify 11.
Amplify 11’s founder is passionate about staying on top of client work while keeping everything organized in the cloud. Before SuiteFiles, their document management relied on manual processes and basic tools like OneDrive, which often led to misplaced files and wasted time.
With the SuiteFiles Karbon extension, they can now:
- Automatically create folder templates in SuiteFiles when a new client is added in Karbon WorkStream.
- Link work items in Karbon directly to SuiteFiles folders, ensuring that all related documents are easy to find and update.
- Use real-time collaboration tools to keep the team aligned, even on tight deadlines.
The result? Amplify 11 saves hours every week, ensuring they can focus on what matters most: delivering value to their clients.
What’s Next?
While the extension is already transforming how firms manage their workflows, it’s worth noting that it’s still in beta. We’re actively gathering feedback and have even more updates planned to take the integration to the next level. (Hint: if you love what you see now, you’re going to love what’s coming.)
Got feedback on what you’d like to see next? Let us know! We’re all ears.
Why It Matters
The SuiteFiles Karbon extension is all about simplifying the way you work. By keeping everything in one window, helping your team collaborate effortlessly, and syncing seamlessly between tools, this extension helps you:
✔️ Save time.
✔️ Reduce admin headaches.
✔️ Deliver better results for your clients.
Ready to Streamline Your Workflow?
If you’re ready to experience these updates in action, give the SuiteFiles Karbon extension a try today. Let us know what you think, and keep an eye out for even more exciting enhancements coming soon.
Because at the end of the day, accounting is about people, not admin—and we’re here to make sure you have the tools to focus on what really matters.
