The hidden cost of post-call admin and how Karbon firms are fixing it
Every client call ends the same way. You hang up, then spend 10 minutes documenting what was said and turning it into a note against the appropriate entity in Karbon.
If you're busy (you're always busy), those notes get pushed to the end of the day. Or the week. By then, you're guessing, or the call is not documented at all.
That’s time you don’t have. It impacts the client experience, and you open the firm up to potential disputes about what was said.
1800+ firms use VXT's phone system to get back 10 minutes per call. Every call is recorded, transcribed, and saved to the right entity in Karbon before you move on to the next thing.
Join us for a free 30-minute session to see exactly how the VXT-Karbon integration works.
You'll learn how to:
Sync your contacts between Karbon and VXT. VXT displays client information on incoming calls, so you can greet every client like a long time friend.
Record, transcribe, and summarize your calls. VXT helps you stop scrambling to take notes, enabling you to focus on the client in front of you.
Automatically save structured notes after every call. Notes are ready to review, not rewrite.
Create work items and contact notes directly from your calls. Everything is saved to the right entity in Karbon without any manual effort.
"Since adopting VXT, we’re better than where we were before.” - Lee Bowen, MBA MSIM, Principal Owner, Certus Accounting and Tax Services
Speakers
Samuel Utesch, Head of Partnerships, Karbon
Tom Abbott, Senior Account Executive, VXT
VXT
VXT is the phone system built for firms.
It integrates with Karbon to display client information on incoming calls and automatically saves transcripts, summaries, and notes against the correct entity in Karbon.