Case Study: mAccounting achieves a single source of truth and improved customer service with Karbon

How mAccounting found their single source of truth

mAccounting, a 21–50 person Indianapolis firm offering bookkeeping, tax and advisory services, was juggling many apps and “band‑aid” solutions with no single source of truth for client data or communications. Seeking a tool to streamline workflows, involve clients, and automate collaboration, they evaluated and selected Karbon’s cloud-based practice management platform.

Karbon unified mAccounting’s communication, tasks and client records with templates and visibility tools, replacing disparate systems like Asana and enabling standardized processes. The Karbon rollout—done with focused onboarding—reached 90% of the team in two days, delivering one single source of truth, improved customer service and greater transparency across remote and cross‑team workstreams.

mAccounting

Melissa Stout

Director of Technology Services