Agents that work across the firm’s systems.
Karbon, Outlook, SharePoint and the tax system, under the firm’s own rules.
One engagement, three systems.
It reads what the firm already holds before it asks the client for anything.
OutlookJordan Avery, 11 March
organizer.pdf, signed
SharePointWhitfield / 2024
trial balance.xlsx
Whitfield Holdings, 1120-SDraftTo Jordan Avery
Six items outstanding
The organizer is not one.
OutlookJordan Avery, 11 March
organizer.pdf, signed
SharePointWhitfield / 2024
trial balance.xlsx
Whitfield Holdings, 1120-SDraftTo Jordan Avery
Six items outstanding
The organizer is not one.
An example engagement, not a customer’s.
The systems it works in
KarbonOutlookSharePoint
Tax systemsEvery agent has an owner.
Whether the firm bought it, built it, or scheduled one of its own workflows.
An owner
One named person is answerable for it, the way they would be for a junior.
A job
The kinds of work it may run, and the engagements it may run them on.
No keys
It signs in as itself and sees what that person sees. It holds no passwords.
The same run, on every open engagement.
Where it stops.
And what it does when a system does not answer.
It says when it half-worked
The email was sent, and read back from Outlook to be sure. Karbon did not confirm the engagement update. The repair touches Karbon, and Jordan is not emailed twice.
Nothing is retried blind
A verified effect is never repeated because a response went missing.
It refuses
Clients over $400,000 for the wealth team is not tax work. It stops before a return is opened.
The firm can withdraw it
Authority is checked when it is used, not handed over at the start. Withdraw an agent and the next thing it tries fails. What it already did stays on the record.
Let an agent take the chase.
Tell us which engagements take the most time, and a person will reply.
Talk to us