Case Study: Abundant Beans Tax & Accounting achieves 2 hours daily time savings and improved client visibility with Karbon

Client Tasks are a game-changer for Abundant Beans Tax & Accounting

Abundant Beans Tax & Accounting, a Littleton, CO firm specializing in accounting and tax planning, struggled with disjointed workflows and time lost chasing clients for required information. To streamline operations, they adopted Karbon and its Client Tasks feature to improve project visibility and client communication.

Karbon’s Client Tasks gave Abundant Beans clear, trackable workflows so the team could monitor projects at all times and reduce follow-ups. As a result, Abundant Beans Tax & Accounting reports saving about 2 hours each day overall and 45 minutes daily previously spent chasing clients, even calling Karbon “essential” to their practice.

Abundant Beans Tax & Accounting

Jamie O'Kane