Case Study: Basis 365 Accounting achieves 35% productivity increase and saves 2 hours 45 minutes per day with Karbon

How Karbon unifies the work experience for Basis 365 Accounting

Basis 365 Accounting, an 11–20 person firm in Irvine, CA offering accounting, bookkeeping, payroll and CFO services, faced fragmented workflows and constant context‑switching because they weren't using a dedicated accounting workflow tool. Karbon (including its Triage feature) was used to bring customer and team communication and task management into a single, industry-focused platform.

Using Karbon to consolidate email, notifications, work notes and tasks into one view removed the need to hop between apps, streamlining communication and workflows. As a result, Basis 365 Accounting reported saving 2 hours and 45 minutes each day, saving 1 hour and 15 minutes specifically on managing and completing work, and achieving a 35% productivity increase.

Basis 365 Accounting

Mike Doan

Basis 365 Accounting