Case Study: Envolta achieves faster onboarding and 99% retention with Karbon

How Envolta Cloud Accounting is building their ultimate tech stack

Envolta Cloud Accounting, an Ottawa-based firm serving clients across Canada, needed a better way to run its growing bookkeeping, payroll, tax, and advisory business without relying on manual data entry and disconnected systems. To support its cloud-first approach, Envolta adopted Karbon as its internal hub alongside tools like QuickBooks Online, Ignition, and TSheets.

Karbon helped Envolta automate client onboarding, connect workflows across apps, and improve visibility into project hours and capacity through integrations and Zapier. With Karbon, Envolta reduced onboarding time to less than one month, reached a 99% client retention rate, and gained cleaner, real-time data that supported a successful move to value pricing.

Envolta

David DiNardo

President and Chief Executive Officer