Mobly vs Karbon for Clients

The only mobile lead capture app you will ever need. Stop paying for badge scanners at events! 1. What is the concept of the app? The application is a way to ingest leads from event conferences and integrate them into a CRM. 2. What are the main features of the app? People search Store business card image Create and manage contact lists Export lists to CSV 3. Is your app restricted to users who are part of a single company? This may include users of the company’s partners, employees, and contractors. No 4. Is your app designed for use by a limited or specific group of companies? No - If not, can any company become a client and utilize this app? Yes 5. What features in the app, if any, are intended for use by the general public? All features are for the general public. 6. How do users obtain an account? Sign up through the app through Firebase authentication 7. Is there any paid content in the app and if so who pays for it? For example, do users pay for opening an account or using certain features in the app? There is no paid content within the app.

Karbon for Clients makes it simple to securely share files, exchange information, and stay connected with your accounting firm—all in one place. Designed specifically for clients, this client portal app gives you a streamlined way to manage important tasks and communicate with your advisors from your mobile device. Easy Collaboration Send and receive files and messages, sign documents, and complete requests from your accountant—all in one secure hub. Secure File Sharing Upload files with confidence and keep your information safe using industry-standard security. Stay Informed with Real-Time Updates Track your project progress at a glance and see status updates the moment they happen. Ask Questions Anytime Send questions, follow up, or request clarity directly in Karbon for Clients to keep communication flowing smoothly. Reduce Back-and-Forth Simple requests and automatic notifications cut down on emails and calls, so you can focus on what matters. NOTE: Access to Karbon For Clients must be initiated by your tax or accounting professional.