We leverage technology to deliver a better client experience

Client Portal

To securely provide us documents & tax information, please use our portal

Karbon

To track and update the list of information we’ve requested from you, log into Karbon.

  • If you’re unable to log in because the invite link has expired or you have forgotten your password, you can reset it with this link

  • Karbon is a new tool we’re using for tax year 2023, so you may not have an account.

    If that’s the case, access Karbon here and create an account

  • Our team will set up your account for the year once your proposal letter has been signed. It usually takes a few days, but if you still don’t see it feel free to email ops@liebertassociates.com