Calling built for Karbon
Sync contacts and save call notes to Karbon work items automatically.
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Record, transcribe, and summarize every call
VXT records, transcribes, and summarizes every call, then saves it to the right work item in Karbon. AI prompts are customizable so notes match your documentation style.
Always know who's calling
VXT syncs contacts with Karbon so you always know who's calling. Greet every call personally and pick up where you left off.
Karbon is a cloud-based practice management platform for accounting firms - work, clients, and team collaboration in one place.
Our Karbon integration includes:
- Automated work item and contact notes for every call
- Call recording, transcription, and AI summaries
- SMS saved to Karbon
- Save call notes to multiple work items at once
- Create new contacts in Karbon from VXT
- Contact syncing with caller ID
- Click-to-call from Karbon
- Available on mobile and desktop
Certus Accounting & Tax Services
Certus Accounting & Tax Services, a 30-person firm in Orem, Utah, adopted VXT's cloud-based phone system to replace outdated hardware and manual note-taking. VXT's mobile and desktop apps keep staff reachable from anywhere on the firm's main number, while calls, transcripts, and notes save automatically into Karbon, resulting in a more flexible, organized firm with stronger client relationships.
Simplify your workflow today
VXT integrates into your workflow. Making life simpler for you, and your clients.
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