Active + Karbon

Seamlessly connect Karbon with Active to automate the flow of your client data.

Effortlessly sync client details from Karbon directly into Active, ensuring your records stay accurate and up to date.

Monitor the status of your work in Active right within Karbon, giving you full visibility and control across both platforms.

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What is Active + karbon?

Karbon is a cloud-based practice management platform designed specifically for accounting firms to streamline client work, communication, and team collaboration in one unified space. It enables improved productivity, efficiency, and client service by centralising workflows, emails, and project management tools into a single platform.
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Karbon and the Active Platform connect to keep client and user information in sync. This reduces double handling, keeps data accurate, and ensures your team is always working from the same, up‑to‑date information.

How it works

CONNECT

Link your Active account to Karbon

VIEW YOUR JOBS

From within Karbon, see the status of your or your teams jobs

REMOVE MANUAL ENTRY

Your clients will be populated in Active already; no need to re-add them and risk duplication.

Why Firms Love Active + karbon

Consistency
Client names, contact details, and identifiers stay synchronised between platforms, reducing data entry errors.

Visibility
Team members can see the latest job stage in either system without needing to check both separately.

Efficiency
Information entered once in Karbon flows through to the Active Platform, saving time and improving accuracy.

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Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Book demo

Active + Karbon

What is Active + karbon?

How it works

CONNECT

VIEW YOUR JOBS

REMOVE MANUAL ENTRY

Why Firms Love Active + karbon

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.