WorkStreams

WorkStreams

CyGen Technologies
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About

Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

About

WorkStreams TM Workflow Management System improves business process efficiencies by Integrating People, Process, Data, and Documents (P2D2). Even with workers and business partners in multiple locations, tasks and schedules are always clear. Business processes can be custom configured and managed with this program. The core benefit of using WorkStreamsTM workflow management system is the increased efficiency in the customer fulfillment process. WorkStreamsTM capabilities empower teams to consistently exceed customer expectations! Assign work, pass it on, alert workers, track progress, and gather data with ease. Use WorkStreams to clearly define your top priorities. Save hours by keeping work and information organized. Empower business managers to eliminate wasteful activities, define optimal workflows, and gain company visibility.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Karbon is designed for accounting firms and is built to solve the specific needs and challenges within a modern accounting practice.

Audience

Companies that need a powerful workflow management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$59/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Karbon
Founded: 2014
United States
karbonhq.com

Company Information

CyGen Technologies
Founded: 1996
United States
www.cygentech.com

Alternatives

Alternatives

MyAGS

MyAGS

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Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
CCH iFirm

CCH iFirm

Wolters Kluwer
PrintStream

PrintStream

eProductivity Software

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Anchor
Easyflow
Element Finance
EnKash
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

Integrations

Anchor
Easyflow
Element Finance
EnKash
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier
Claim Karbon and update features and information
Claim Karbon and update features and information
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Claim WorkStreams and update features and information