A key feature of Karbon's practice management solution is the search capability accounting firm employees use to retrieve information relevant to a specific client. This data falls into two main categories: large CRM-related documents, such as contracts or reports, and smaller workflow-based records, such as emails, that are accessed on a more frequent basis.
Karbon has always offered search functionality, but its original solution provider wasn't flexible enough for its fast-scaling SaaS business. In addition, Karbon previously faced a major cost increase every time it exceeded storage thresholds. To stay within existing usage limits as long as possible, the company would make difficult decisions about what information to keep searchable, such as deleting older customer emails.