Karbon

4.7 (171)
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Practice management for connected firms.

Overall rating

4.7 /5
(171)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.8/5

96%
recommended this app
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171 Reviews

Karen
Karen
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game Changer!

Reviewed on 2017/02/03

I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With...

I don't know how I managed my clients and jobs before Karbon ... I know it was a struggle! With Karbon, it is so easy to keep track of what you are doing for each client with all correspondence and documents relating to those jobs attached to each piece of work. You can search for jobs, emails, work etc, create To-Do lists, assign work to colleagues and so much more. I can recommend this app to all professional service businesses, particularly bookkeeping and accounting practices.

Pros

Super easy to set up
Very responsive support
Makes scheduling work very easy
Makes keeping on top of ad-hoc jobs and regular jobs very, very easy
Constant innovation and improvement of the app
Keeps all correspondence and emails relating to each job in one place
Searchable emails, work, contacts etc

Cons

I can't think of any cons!

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Karbon -

Reviewed on 2022/10/30

Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a...

Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon.

Pros

Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!

Cons

Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.

Alternatives Considered

Trello

Reasons for Choosing Karbon

I needed an accountant friendly program to organise me!

Switched From

Trello

Reasons for Switching to Karbon

More robust
Jeff
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Very Poor service (after you have purchased)

Reviewed on 2021/11/19

Brutal - Do not buy this software. There are cheaper and better ones out there that have a better...

Brutal - Do not buy this software. There are cheaper and better ones out there that have a better track record.

Pros

Planned features were great, but in operation were very clunky and still being developed. Despite its polished look, this software is far from ready for use.

Cons

The support. The sales team are super nice, and accommodating until you have purchased and they will tell you anything, including lies to get you to buy.
Once you need support or assistance, good luck!
They are currently withholding our client data in their system so we will continue to pay them!

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

An excellent project management and client communication tool with excellent support

Reviewed on 2021/03/08

Pros

Client communication is so simple yet secure. Automation works very well. It integrates with other products that I use.

Cons

Lack of control over sorting of work items in kanban so it's hard to practice first-in first-out workflow. Lack of flexibility in the templates so it's hard to do A/B testing and continuous improvement.

Alternatives Considered

TaxDome

Reasons for Choosing Karbon

OfficeTools had terrible support, onerous contracts and renewal language, and a long update cycle.

Switched From

OfficeTools

Reasons for Switching to Karbon

Kanban
Marni
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Why I picked KarbonHQ

Reviewed on 2020/11/04

This software has given us the visibility to see all of the work that we have. Before this we were...

This software has given us the visibility to see all of the work that we have. Before this we were all siloed in our inboxes, now we have shared communication and collaboration on work.

Pros

I like the fact that this software gives me visibility on Work that is not complete, by person, by budget, by client, by type of work. The flexibility of seeing reporting is great.

Cons

The ability to search emails needs improvement. You can do it, however it is more effective to use Outlook.

Alternatives Considered

Jetpack Workflow, Wrike and Asana

Reasons for Choosing Karbon

We needed an environment that was easily shared, a place to download all of the tasks that individuals were doing and make notes so that we had written procedures, we wanted the visibility on all of the work that was due without having to go look at individual files.

Reasons for Switching to Karbon

It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto Reminders
Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My favorite piece of software I've ever used.

Reviewed on 2020/10/05

We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition...

We save time and gain efficiency and clarity with Karbon. The integration with Practice Ignition has been great as well.

Pros

Easy to set up and use. Great tool for collaboration with colleagues and clients. One central location for all work, communication, and demographic data.

Cons

There are always things that could be improved in any software, but I don't feel like there are currently any holes in Karbon, just things that could be better. The "to-do" and "insights" section are two that I feel could be improved to increase their usefulness.

Lisa
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Communication reduces staff frustration and is the key to excellent customer service!

Reviewed on 2019/08/19

Exceptional. Karbon continually makes improvements to their products. They look for suggestions...

Exceptional. Karbon continually makes improvements to their products. They look for suggestions from the users and are happy to accommodate finding a solution for a specialized request.

Pros

Our staff enjoys the Triage function and visibility of communication most about Karbon. With having a team approach to most of our client work, it's important for everyone to know details from client interactions. This has helped us to be more efficient, batching questions and keeping us from contacting the client repeatedly for the same thing. It has essentially helped us provide better customer service while making our team more efficient.

Cons

I would like to have more options of labeling clients, helping to narrow down a specific group of clients to target for an email message or reporting purposes. Filter work by work title instead of work type.

Alternatives Considered

Canopy

Reasons for Choosing Karbon

Triage function, being able to capture emails to contact timelines to convert into work if necessary.

Switched From

BigTime

Reasons for Switching to Karbon

Triage function. We also felt like Karbon was specialized more towards Project Management for the firm as a whole. Canopy was specialized in income tax work.
James
James
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Karbon is excellent

Reviewed on 2020/11/17

Experience with Karbon has been great so far.

Experience with Karbon has been great so far.

Pros

Integrates well with many apps, including Zapier. Like being able to switch between kanban and list view for work overview. Staff are responsive and helpful when needed. Lots of useful and timely webinars are also provided.

Cons

I would prefer to have a telephone helpdesk available, but have grown used to the online help and it's not that big of a deal now.

Alternatives Considered

Asana

Reasons for Choosing Karbon

I liked the triage functionality in Karbon.

Reasons for Switching to Karbon

Better integration with other apps; kanban view of work; triage functionality
Alan
Alan
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great product

Reviewed on 2020/11/06

Karbon is a great app and has become an integral part of our business.

Karbon is a great app and has become an integral part of our business.

Pros

Product is very easy to use and makes keeping client communications together really easy which in turn helps make us as efficient as possible.

Cons

Would be great if there was integration with a client portal system.

Alternatives Considered

Jetpack Workflow

Reasons for Choosing Karbon

Iris wasn't cloud based and was very expensive

Reasons for Switching to Karbon

Ease of use and greater fit with our business needs at the time.
Dr Joy
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

It's a good software choice but a hard learning curve

Reviewed on 2022/11/03

It's a viable option but not the best choice for my practice

It's a viable option but not the best choice for my practice

Pros

Email tracking and assigning to clients and their monthly projects

Cons

The workflow was harder to use and the learning curve much longer than I wanted to spend

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Karbon review

Reviewed on 2023/04/05

Very good and would recommend for any business that shares jobs and needs to keep track of what’s...

Very good and would recommend for any business that shares jobs and needs to keep track of what’s done.

Pros

The lost of tasks and ticking off as I go is great. It was of exceptional value when o had staff.

Cons

I find the weekly section confusing. I would also prefer a “cleaner” screen for emails.

Cynthia
Cynthia
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Karbon = AMAZING

Reviewed on 2023/01/19

It's helped me reduce stress by having everything planned and automated in my workflow! I should...

It's helped me reduce stress by having everything planned and automated in my workflow! I should have done this years ago!

Pros

Easy to get started. The community is amazing - lots of people willing to help you. Really good knowledge base articles!

Cons

ha! I haven't found anything I don't like!

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

KarbonHQ - Our Why

Reviewed on 2020/10/07

Very good. The customer service is excellent, the updates are really regular - the forward focus is...

Very good. The customer service is excellent, the updates are really regular - the forward focus is good. Overall, happy.

Pros

Our original investigation into programs like Karbon were based on our massive email issue - clients would email the account manager or the Director (myself) and then we would spend amazing amounts of time cc'ing the right people. We were looking for a program whereby the email trail for a client was easily accessible to all relevant staff. Karbon has sufficient security to ensure its not open sharing, but allowed us to much better service client needs across our growing team.

Cons

The Kanban/Task Management didn't work well for our company and the way we operate - I think it might work well for many accounting firms in vertical stacks, but we operate on a tier based level and it made using the task management system in Karbon a complex nightmare. Staff became confused with assigning and allocating work tags. We use a different program for project/task management - but it synchronises broadly with Karbon - and we intergrated Karbon with T-Sheets to take care of time monitoring.

Kirk
Kirk
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Exceeds expectations

Reviewed on 2021/10/08

Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between...

Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between team member and customer is now a reality. The Karbon development team and support team are amazing and really care about me and my business.

Pros

Triage has eased the pain of dealing with the ever growing problem and distractions of managing emails. Digital communication with the customer and team members is smooth and easy. Workflow management and process templates has been a real game changer!

Cons

Can’t think of any Cons… I feel this is a good thing. 😉

🌼 Megan
🌼 Megan
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Karbon is my brain outside my body

Reviewed on 2021/01/21

Pros

It's impossible to grow a firm without making intrinsic knowledge available to all. Karbon has allowed us to codify that knowledge in templates and checklists, while making both internal and client communications visible across the team.

Cons

I'm looking forward to improved integration with our file storage system, as clients tend to want to upload documents through Karbon but that's not where I want them.

Tara
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Transparent team collaboration

Reviewed on 2022/12/01

Pros

The transparency of tasks, work, emails, etc across the team is amazing

Cons

It is quite expensive without many options to reduce fees

Chantal
Chantal
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Essential Product for Accounting Workflow Management and Team Efficiency

Reviewed on 2017/11/07

Pros

I love the system in general. The personal training for team members was amazing. Additionally, it is wonderful to work with a company that really listens to feedback and suggestions. There are constant improvements and upgrades that the development team rolls out based on customer needs. All of the above combined with the basic features have made the product addictive! I truly cannot imagine my workday without Karbon.

Cons

It's a big investment for a small firm. I wish that the cost would come down a bit. However, if used properly this product can increase efficiency assisting to create capacity within a firm. It was also difficult to get full team "buy-in". There is a lot of initial set-up required to create full usability; however, once the time is invested it pays HUGE dividends by way of efficiency and standardized processes.

Diane
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Project Management Tool that Manages YOU!

Reviewed on 2018/05/31

Pros

It's completely streamlined our business, increased profitability and reduced time wasted on looking for things, or duplicating tasks. It's really easy to setup and maintain and you don't need an administrator to manage it for you. We have much more control over our emails now, assigning them to work and colleagues and setting up work such as on-boarding, system setup, or IAS and BAS is a breeze using templates. Client tasks help us receive information from clients in a more timely manner.

There are too many features to list! But I'd pretty much tried everything on the market prior to Karbon and this - well it just ticks ALL the boxes and does what it's meant to do!

Cons

I'd love to be able to pin a note to the top of the work timelime. But that's not really a con, it's just a feature request!!!

Verified Reviewer
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Karbon Review

Reviewed on 2020/11/02

Great workflow management tool.

Great workflow management tool.

Pros

The email feature is very good. It enables a remote team to pick up things even if the email was sent to someone else

Cons

Flexibility of changing the templates e.g. attaching a pdf file

Dayna
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

What a great practice management Tool!

Reviewed on 2018/06/14

Pros

Karbon is a such a great tool for our team communication and overall management of our business. It helps to keep everyone on our team in the know with regards to what is happening with our clients with the easy to use features of assigning tasks, creating to-do lists & checklists, and following up on work. It's also helped take following up with clients off of our plate with their "assign to clients" feature that includes auto-reminders! Our team acclimated to Karbon rather quickly and they continue get excited when learning about new features.

I do need to mention that the customer support is excellent! Our questions/needs are responded to almost immediately. Lastly, Karbon is continually adding features and listening to what their customers are asking for...and it shows with their updates that are frequently being communicated.

In short...WE LOVE KARBON

Cons

The only outstanding items right now are Outlook & TSheets features. We'd like to see folders in Karbon for ease of access and organization with emails, along outlook calendar visibility. We'd also like the ability to edit time in Karbon to avoid having to open up the TSheets application to view/edit. But I know they are diligently working on adding additional features and I'm hopeful that we aren't too far away from these.

Bernie
Bernie
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The most beautiful accounting firm management software that I have ever seen

Reviewed on 2017/11/07

Pros

The bringing together all our client information and work into one program. The "to do" and "triage" that allow assignment to other team members. The ability to manage your whole firm from one place anywhere anytime on any device.

Cons

The program needs more integration and dynamic links with other "cloud" programs. There are times when the program "stalls" and it has to be restarted.

Brent
Brent
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Helpful, efficient and a real solution

Reviewed on 2017/11/12

Pros

The flexibility around managing workflows and engaging with the team. It provides clarity to workflows, completely cloud-based and is an aesthetically pleasing product.

Cons

Build on the reporting features and more customisation to some of the templates and client checklists. However, I'm sure this will all be introduced in time.

Seema
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Karbon is a great practice organizer!

Reviewed on 2019/05/02

Overall we enjoy the product, we use it to manage our projects, time and communication internally....

Overall we enjoy the product, we use it to manage our projects, time and communication internally. It has been a great addition to our practice and has allowed us more efficient onboarding, ease of access to information and is a great collaborative team tool.

Pros

Karbon helps our firm stay on top of work items and allows us to share items between colleagues while avoiding lengthy email chains. Its a practical approach to creating standardized work, assigning tasks and having accountability. We love the integrations with other software applications that we use, it has truly made our workflow smoother and more transparent for the whole team.

Cons

Sometimes we don't necessarily want to create a new work item- Like if we were visiting a set of client for a marketing initiative- we would want to record the visits but would like a way to do this without creating a work item.

Diane
Diane
Overall rating
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great practice management tool

Reviewed on 2018/02/08

Pros

The ability to monitor workflow, tag emails to client as well as the specific work being done is priceless. Information doesn't get misplaced and its so easy to stay on top of deadlines. In one view I can see what work is planned, in progress, what is waiting on the client etc. With so many records being electronic you can't just look around the office anymore to see what's physically there, Karbon is the solution to the digital record management.

Cons

The client tasks need to be little easier to manage. It would be nice to be able to send just a form email rather than a checklist type of communication and changing the date it is being sent should be able to be done within the task rather than the work template.

Verified Reviewer
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy to use software, awesome customer support and pleasant onboarding experience.

Reviewed on 2017/11/07

Pros

The software is so simple but yet so amazingly powerful. You don't have to spend hours and hours getting it set up. You can just jump right in and use it and then add more as you get familiar with the software. So many times I have to invest tens of hours to get an application set up only to be frustrated that it is not functional weeks after purchase. With Karbon you can just jump right in and start using it and refine it as you learn and use the software. The onboarding team is amazing and very responsive. Customer support is the best I have ever experienced. Available 24/7 and immediately responsive. This experience will be the one I measure all others by, from now on everyone must meet the Karbon Standard.