Karbon
62 Case Studies
Case Study: BWCO CPAs achieves humanized client relationships and streamlined workflows with Karbon
A Karbon Case Study
Humanizing client relationships with BWCO CPAs
BWCO CPAs, a small San Antonio firm led by partners Marisol Orozco and Kylene Carse, faced a rapid shift to remote work in 2020 and found their existing tech stack wasn't built for the future. Focused on providing a human, client-first experience, they needed a platform to support client-facing processes, reliable communication, and firm-wide visibility—so they transitioned firm-wide to Karbon one month before the tax deadline.
Karbon provided comprehensive onboarding, Triage, and client collaboration features that centralized work, communication, and document exchange. As a result, BWCO CPAs saw “drastically improved” efficiency handling tax returns during COVID, better-managed workloads when team members are out, and stronger client access and satisfaction (clients can send comments and upload documents easily). BWCO leaders credit Karbon with giving them the visibility and tools to maintain human-centered service and scale their practice.
Open case study document...
BWCO CPAs
Kylene Carse
BWCO CPAs