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About

Empower your users and teams to automate repeatable work in their own way. Relay's simple, code-free design allows anyone to create workflows in minutes. That frees up IT to spend more time on what matters most. A flexible interface and a variety of powerful features help you automate simple tasks and sophisticated processes. The result: better workflows such as streamlined content review, standardized employee onboarding, and accelerated contract approvals. Automation means nothing without visibility into work in progress. Relay shows the progress of each running workflow with an exportable audit history. By tracking and optimizing business processes, work gets done even faster and no one is missing a beat. Since Relay inherits all the benefits of our content platform, you get more for your money. Manages content review processes, agency collaboration, and product and press releases.

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.

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

Workflow Management platform for businesses

Audience

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

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

$130 per month
Free Version
Free Trial

Pricing

$59/month/user
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

Box
Founded: 2005
United States
www.box.com/collaboration/relay-workflow

Company Information

Karbon
Founded: 2014
United States
karbonhq.com

Alternatives

Alternatives

Relay

Relay

Relay.app
Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
BlueRelay

BlueRelay

Indellient
Work-Relay

Work-Relay

Neostella
CCH iFirm

CCH iFirm

Wolters Kluwer
RelayFax

RelayFax

Alt-N Technologies

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

Integrations

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

Integrations

Microsoft 365
Box
Box Shuttle
Docusign
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier
Claim Box Relay and update features and information
Claim Box Relay and update features and information
Claim Karbon and update features and information
Claim Karbon and update features and information