Case Study: TMS Tax, Accounting and Financial Services achieves a 40% productivity boost with Karbon

How TMS increased productivity by 40%

TMS Tax, Accounting and Financial Services is a Sydney-based firm of nine people working across two countries, focused on tax, accounting, asset protection and family-run businesses. Their challenge was consolidating work, client information and communication for a distributed, multilingual team as they transitioned to the cloud, so they chose Karbon — an accountant-friendly CRM and workflow platform — to centralize tasks and client collaboration.

Using Karbon’s Client Tasks, comments, Kanban boards and automation, TMS streamlined assignment, communication and forecasting so work is visible and priorities are clear. Karbon’s solution delivered a 40% increase in productivity, reduced manual processes, gave full visibility across all work and communication, and made onboarding new clients and scaling the firm much easier.

TMS Tax, Accounting and Financial Services

Maris Vercide

Office Manager