Case Study: Baker Tilly achieves streamlined workflows and improved client service with Karbon

How Baker Tilly is being a trusted advisor to their clients

Baker Tilly, a Calgary-based accounting, tax and business advisory firm, faced challenges using two poorly integrated workflow and scheduling systems that were difficult to use and limited visibility into team communication. They chose Karbon and its workflow/email management platform to replace both legacy systems and modernize how work and client communication are managed.

Karbon implemented a phased rollout with tailored training and internal champions, centralizing email, workflows and templated processes so communications are visible and work moves smoothly between staff. The result: Baker Tilly replaced two outdated tools with Karbon, reduced time spent managing email, improved cross-team collaboration and process efficiency, and freed staff to spend more time on higher‑value client advisory work.

Baker Tilly

Jeff Jobson

Senior Manager