Case Study: Assured Tax & Accounting achieves centralized knowledge and a 15% productivity boost with Karbon

Centralized knowledge, communication and information at Assured Tax & Accounting

Assured Tax & Accounting, a Meridian, ID firm specializing in bookkeeping, payroll and QuickBooks solutions for small businesses, lacked an all‑encompassing system to manage the moving parts of their practice. They adopted Karbon—using features like its Triage workspace—to centralize knowledge, communication and information so teams could see context and priorities in one place.

Karbon provided a unified platform that increased transparency and control across tasks, jobs and email; Assured Tax & Accounting achieved a 15% productivity boost and daily time savings of 1 hour 30 minutes chasing clients, 1 hour 15 minutes on email, and 1 hour on managing and completing work. By using Karbon, the firm reduced manual follow‑ups, streamlined workflow and improved overall efficiency.

Assured Tax & Accounting

Matt Belville