WeCloseBooks + Karbon
WeCloseBooks and Karbon: keep your system, fix the chasing
Karbon is a practice-management and collaboration platform many accounting firms use to run work. WeCloseBooks doesn't try to replace it. It focuses on the part that still eats staff time: getting documents and answers back from clients.
What Karbon does
- Practice management and team collaboration: work items, email integration, and firm-wide visibility.
- Designed as the central system for managing the firm's work.
- Broad scope across the whole practice, not just client document collection.
Where WeCloseBooks fits
- A client-facing portal built only around document and questionnaire requests.
- A per-engagement document library that keeps each close or engagement separate.
- AI extraction from tax returns, so key details arrive as structured data.
- On the roadmap: automatic reminders, upload↔request matching, and a readiness view showing which engagements can move forward.
- A direct Karbon connection is Coming Soon, so collected documents flow into the system your team already runs.
Common questions
- Does WeCloseBooks replace Karbon?
- No. Karbon manages your firm's work; WeCloseBooks handles the client-side collection that feeds it. A direct Karbon connection is Coming Soon.
- What does WeCloseBooks add on top of Karbon?
- A focused client portal for requests, per-engagement document libraries, questionnaires, and AI tax-return extraction — plus a roadmap of reminders, request matching, and a close-readiness view.
- Who is the combined setup for?
- Bookkeeping, CAS, and CPA firms that run work in Karbon but still lose hours chasing clients for documents and answers each month.
See how WeCloseBooks fits alongside Karbon
A 15-minute walkthrough of your firm's client document workflow — what's live today and what's coming.