Re: October already... What's next? The year ahead
送信者:"Paolo Tiongson" <paolo.tiongson@karbonhq.com>
宛先:"Don McCauley" <donmccauley@withoutemail.com>
ユーザー名:<donmccauley
日付:3日前
Don,
Firms that switch to Karbon typically get full visibility into every project and client within the first 30 days. No more lost emails, no more chasing down where a project stands.
Happy to walk you through exactly how that looks for a firm your size. What day works?
Paolo Tiongson
Account Executive, Karbon
+1 (224) 622-3382
On October 22, 2026 13:43, Paolo Tiongson <paolo.tiongson@karbonhq.com> wrote:
No longer interested in these messages? UnsubscribeHi Don,A lot of firms I speak with view the end of the extension window as the signal to do a look back on what the year has been and look ahead at what they want 2027 to be.Karbon's the #1 practice management solution for accounting firms and has been the #1 solution on G2 for 20 quarters in a row (yes 20!). From your projects/SOPs, visibility into those projects across different layers of dashboards, document collection, sending engagement letters, billing, emailing freely in Karbon, there's little Karbon doesn't offer these days.With Karbon's ability to solve across the width of the industry's demands, let's take 20 minutes and do a quick look back and go through a check list for what. you want to achieve in 2027 and make sure your tech stack is what it needs to be to support your vision.What day works best for you?Paolo Tiongson
Account Executive, Karbon
+1 (224) 622-3382