Case Study: Ipsum Advisors achieves 1,600 hours saved annually and boosts team collaboration with Karbon

How Ipsum Advisors gained the equivalent of an extra staff member

Ipsum Advisors, a 21–50 person accountancy and wealth advisory firm in Bendigo, Victoria, was struggling with growth‑related workflow chaos: too many concurrent jobs, communications trapped in individual inboxes, and no clear capacity planning. After discovering Karbon at the Change GPS conference, they decided Karbon’s practice management platform was the right fit to centralize work, tasks and client communication.

Karbon was rolled out firm‑wide — using Kanban boards, customized team views, Client Tasks automation, onboarding templates and personal to‑do lists — supported by Karbon’s onboarding and training resources. The result: far greater team collaboration, maximized throughput, the elimination of timesheets, and an estimated 1,600 hours saved annually (the equivalent of one extra staff member), enabling better client responsiveness and more capacity for growth.

Ipsum Advisors

Billy Lacey

Director