Practice management software provider Ignition said Tuesday it has launched an enhanced integration with practice intelligence platform Karbon, bringing together solutions that help accounting firms streamline how they engage and onboard clients—and get paid.
Rebuilt on Karbon’s latest API, the new integration automates the entire client lifecycle, creating a seamless hand-off from signed agreement to payment to work delivery.
“Firms are bogged down negotiating agreements, chasing signatures, and payments, then manually onboarding clients before real work begins,” Ignition CEO Greg Strickland said in a statement. “By using Ignition as a best-of-breed solution to automate recurring revenue and billing, together with Karbon to handle practice workflows, small to large firms can remove that friction. They can start work sooner and get paid faster, at scale.”
Instead of manually setting up work, Ignition automatically syncs clients and creates work items in Karbon as soon as a proposal is signed. This reduces client onboarding time and eliminates double handling as client setup and work assignment is fully automated. A two-way continuous data sync keeps records up to date and reduces onboarding errors.
First introduced in 2018, the Ignition/Karbon integration is already used by accounting and tax firms of all sizes. The new and improved integration offers customers greater flexibility and control over workflows.
“With Ignition automating proposal-to-payment and Karbon orchestrating the work, scaling firms can streamline their entire client onboarding process,” said Ian Vacin, chief partnerships officer at Karbon. “Combining our two platforms offers a powerful solution to improve firm efficiency, profits, and cash flow.”
More information about the new Ignition/Karbon integration can be found here. A webinar about the integration will be held on July 10. Click here for more information and to register.
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Tags: Accounting, Ignition, Karbon, practice management, Technology
