Case Study: Gauvreau achieves a smooth accounting merger with Karbon

How Gauvreau and Envolta used tech to successfully merge accounting practices

Gauvreau, a Canadian accounting firm based in Peterborough, Ontario, grew rapidly after acquiring Envolta and faced the challenge of merging two sizable teams and client bases without disrupting service. The firms needed a way to align their people, processes, and technology while preserving a personal client experience, and both were already using Karbon alongside other tools like BambooHR and Ignition.

Using Karbon, Gauvreau and Envolta were able to integrate their client databases smoothly, retain full client history across both firms, and manage the transition with better collaboration and visibility. Karbon also helped them use pinned notes and client requests to keep important details accessible, making it easier to maintain service quality during the merge. The result was a successful combination of two large teams into one, with no sacrifice in client care and a stronger, more unified practice powered by Karbon.

Gauvreau

Victoria Peters

Gauvreau