Case Study: Sadler Accounting achieves 1 hour/day inbox time savings with Karbon

Sadler Accounting are saving an hour each day in their inboxes

Sadler Accounting, a 4–10 person firm in Southlake, TX offering tax, bookkeeping and CFO services, struggled with fragmented client communication and relied on Outlook and paper to manage to‑do lists. To fix this operational bottleneck they adopted Karbon to centralize client communication and streamline team workflows.

Karbon delivered shared client communication and features like Triage so staff can get up to speed and own work without interrupting colleagues. As a result Sadler Accounting reports saving 2 hours 15 minutes each day overall and 1 hour 15 minutes each day on email, with the team describing Karbon as “amazing.”

Sadler Accounting

Justin Sadler

Owner