Calling built for Karbon
Sync your VXT phone system with Karbon to automatically create work item and contact notes from your calls.
.avif)
Click to Call
Make calls directly from the software you use to run your business.
Contact Syncing
Have personalized conversations by accessing the caller's name and information.
Automated Notes
Be smarter with your time and automatically create notes from you calls.
Built for your accounting practice
VXT integrates seamlessly with Karbon, automating note creation and syncing contacts to save time, manage compliance, and reduce risk. Calls are recorded and transcribed automatically, with transcripts saved directly to relevant Karbon entities for quick reference. Detailed records help resolve disputes efficiently and ensure accountability without manual effort.
Simplify communication, anywhere
Know who’s calling instantly—VXT syncs Karbon contacts to display names and details on caller ID. Click-to-call from Karbon launches conversations in seconds, while mobile and desktop apps keep you connected on the go. Everything stays integrated, so you focus on clients, not administrative tasks.
Karbon is a cloud-based practice management platform designed for accounting firms. It centralizes workflows, client communication, and task automation, helping teams streamline operations and improve collaboration.
Our integration with Karbon includes:
- Automated note creation and updates
- Contact syncing with Karbon profiles
- Caller ID display with synced client details
- Click-to-call functionality from Karbon
- Call recording and automatic transcription
- Options to save transcripts to relevant entities
- Mobile and desktop apps for flexible call handling
- Compliance enforcement for mandatory call logging
Updates happen in the background, ensuring records stay current so you can prioritize client relationships.
Overview
Karbon is a cloud-based practice management platform designed for accounting firms. It centralizes workflows, client communication, and task automation, helping teams streamline operations and improve collaboration.
Our integration with Karbon includes:
- Automated note creation and updates
- Contact syncing with Karbon profiles
- Caller ID display with synced client details
- Click-to-call functionality from Karbon
- Call recording and automatic transcription
- Options to save transcripts to relevant entities
- Mobile and desktop apps for flexible call handling
- Compliance enforcement for mandatory call logging
Updates happen in the background, ensuring records stay current so you can prioritize client relationships.
How Certus saves time and improved client satisfaction with VXT's Karbon integration
Lee's business philosophy is encapsulated in their tagline: "Building relationships for financial confidence." This ethos drives their mission to provide comprehensive finance and accounting support to small business owners, fostering long-term partnerships built on trust and expertise. In his quest to enhance client service and streamline operations, Lee turned to VXT, a VoIP phone system tailored for accountants. Here's how this decision has transformed his business:
.avif)
Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
