Part 3 of 4The Intentional Scalers: Choosing purpose over pure growth
Discover how to scale your firm with purpose by defining its ideal size and designing systems that support sustainable growth.
Videos
Product Roadmap, October 2025
Discover the latest and upcoming practice management enhancements in Karbon with Sara Goepel, Karbon’s Chief Product Officer, and her team of Product Managers.
Part 3 of 6Building a sell-ready firm: Value, growth, and readiness
Learn how to assess your firm's readiness for sale, close valuation gaps, and take action now for a faster, smoother exit.
Part 2 of 6The future of firms: AI, M&A, and alternatives to selling
Discover how firm leaders are leveraging AI, M&A trends, and alternative strategies to grow, exit, or build their firm differently.
Part 2 of 4The Optimizers: Building systems that scale without breaking
Learn how top firms turn data into action, workflows into ownership, and capacity into a science with Ian Vacin, Jason Blumer, and three firm leaders.
Part 1 of 6Scaling smarter: Operational excellence for future-proof firms
Discover how to leverage automation, APIs, and integrated systems to scale your firm efficiently.
The most connected ecosystem: Explore Karbon’s latest integrations roadmap (September 2025)
Discover the latest and upcoming integrations in Karbon with Co-Founder and Chief Partnerships Officer, Ian Vacin, and Director of Partnerships, Sam Utesch.
Unlock end-to-end tax workflows with Karbon
Discover the redefined tax season experience for US firms, made possible with the latest Karbon enhancements.
Part 1 of 4The Restructurers: Recognizing when dramatic change is needed
Discover how to navigate tough scaling decisions like restructures without losing momentum, with insights from Ian Vacin, Jason Blumer, and three firm leaders.
Building the perfect tax tech stack around Intuit ProConnect
Explore the first fully integrated ecosystem, purpose-built for Intuit ProConnect users.
The most connected ecosystem: Explore Karbon’s latest integrations roadmap (July 2025)
Your inside look at what’s next on Karbon’s integrations roadmap, from StanfordTax to Zoom.
Special Event: Product Roadmap Reveal, June 2025
Get a first look at the latest features coming to Karbon in this exclusive video, recorded live at Karbon Next, our customer summit, and presented by Karbon’s Chief Product Officer, Sara Goepel.