Karbon

Collaborative work management software for accounting firms.

4,8 /5 (137 reviews) Write a Review!

Karbon Overview

What is Karbon?

Karbon is a work management platform for accounting firms and professional service businesses. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.

By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

Karbon Overview

Pricing

Starting from
US$70,00/month

Pricing options

Free Trial
Subscription
Value for money

Karbon has three different pricing plans with the most popular one being Team. Karbon offers an annual and monthly subscription. It starts at $49/month if billed annually, or $70/month if billed monthly.


Karbon Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India and 3 others, Germany, Brazil, Mexico
Supported Languages
English

Media

Karbon video Karbon video Karbon video Karbon screenshot: Karbon screenshot: Karbon screenshot: Karbon screenshot: Karbon screenshot: Karbon screenshot:

Karbon Reviews

Karbon Reviews

Overall rating
4,8
/
5
Excellent
108

Very good
26

Average
3

Poor
0

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,6
Customer Support
4,9
98% recommended this app
Alan W.

Great product

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


Andrew N.

Better but not Best

Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.


Amy P.

Not worth the money - there are lots of other options

I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.


Marni G.

Why I picked KarbonHQ

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.


Lisa S.

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

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.


Alan W.
Industry: Accounting
Company size: 2-10 Employees

Great product

Used Daily for 2+ years
Reviewed on 2020/11/06
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Andrew N.
Industry: Accounting
Company size: 2-10 Employees

Better but not Best

Used Daily for 2+ years
Reviewed on 2020/11/13
Review Source: Capterra

Karbon support has always been great. Higher ups are not accessible. While they always solicit feedback, it never seems to get heard. They seem to be chasing markets and customers right now and not focusing on their existing clients and how they can help them be more productive.

Pros

Karbon has revolutionized Workflow for accountants. Truly taken it to a new level. It does so many things so well that it is hard to not take those features for granted until you compare it to other similar software. Here are some exceptional features
While not perfect, the email integration is great
Creating and managing projects is relatively easy and painless
Client task management is excellent and extremely useful
Automations is work is great
team collaboration is very good especially at the task level
Mostly great utilization of screen realestate.

Cons

Todo list is frustrating for me. Being a Franklin Covey person, i want more control over my todo list. I cant export my todo list either which would help mitigate this issue.
Not enough control over tasks. Task list can be overwhelming and thus not useful
No proactive feedback about assigned tasks or notes. IF I assign someone a task, email or note, I want to know when they have done the work and if they have not done the work. I want automatic feedback on this.
I want more shortcut icons. Some steps are really "clicky"
I wish there was much better app integration. This is very limited.
On a task list, if a task does not apply to a client I want to mark it NA. Not delete it or mark it complete with a comment.
I need more flexibility on labeling clients. For example I want a job to be flagged as extended and not just have a temporary status of completed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Amy P.
Industry: Accounting
Company size: 2-10 Employees

Not worth the money - there are lots of other options

Used Daily for 1-5 months
Reviewed on 2018/04/05
Review Source: SoftwareAdvice

I hope it's improved since I tried using it. I know Karbon has a lot of positive reviews, and it has always confused me because I liked a lot of the other project management applications we looked at better than it. But who knows - maybe my brain just doesn't work right for this particular piece of software.

Pros

It's a good-looking, flashy app. I liked being able to assign emails to coworkers and clients and my own tasks. Full disclosure: we used this for about three months at my company and then abandoned it. It just was not helpful to us.

Cons

My list of complaints about Karbon is long. Mostly, I feel like they hint at features that only technically exist. For example, Karbon integrates with QuickBooks Online, but I cannot understand why. It doesn't pull in relevant company information from QBO - not even company addresses. Those have to be manually entered. And yes, you can read your emails in Karbon, but you lose a lot of Gmail functionality when you make the switch: you can't sort emails into folders, save contacts into segmented lists, etc. Emails aren't even marked as read in Gmail! And, Karbon doesn't sync your contacts from Gmail. It brings in everyone you've emailed with. This is not helpful and extremely messy. There is no Google Calendar sync, which is what I use to sync my iCalendar and send my times and dates to all of my devices. So I just found Karbon really frustrating, especially at the price point - I feel like a lot was promised that wasn't delivered.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 1.0/10

Marni G.
Industry: Accounting
Company size: 2-10 Employees

Why I picked KarbonHQ

Used Daily for 2+ years
Reviewed on 2020/11/04
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lisa S.
Industry: Accounting
Company size: 11-50 Employees

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

Used Daily for 1+ year
Reviewed on 2019/08/19
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

User recommendation
9,4/10
Based on 137 user ratings
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Karbon Pricing

Karbon Pricing

Starting from
US$70,00/month
Free Trial
Subscription
Value for money

Karbon has three different pricing plans with the most popular one being Team. Karbon offers an annual and monthly subscription. It starts at $49/month if billed annually, or $70/month if billed monthly.

Karbon has three different pricing plans with the most popular one being Team. Karbon offers an annual and monthly subscription. It starts at $49/month if billed annually, or $70/month if billed monthly.

Value for Money
4,6/5
Based on 137 user ratings
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Karbon Features

Karbon Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Collaboration Tools
Drag & Drop Interface
Gantt Charts
Prioritizing
Progress Tracking
Project Management
Project Planning
Project Time Tracking
Project Tracking
Projections
Reporting & Statistics
Task Management
Task Planning
Task Scheduling
Task Tracking
Third Party Integration
Features
4,6/5
Based on 137 user ratings
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Categories

Additional information for Karbon

Additional information for Karbon

Key features of Karbon

  • Accounting integration
  • Audit trail
  • Automatic emails file retrieval; ad hoc storage for contacts
  • Collaborative workspace
  • Configure different statuses per work type.
  • Create custom workflows per work type.
  • Create job templates and standardize work.
  • Email archiving
  • Integration with Gmail, Office365 and Microsoft Exchange.
  • Job management
  • Multiple user accounts
  • Schedule work and create a set of recurring tasks.
  • Set custom templates for all recurring work.
  • Stop working in silos, share all comms and files in Karbon.
  • Task planning
  • Task scheduling
  • To-do list
  • Track status of work and tasks for all practice teams.
  • Workflow management
  • Workflow, task, team, job and client management for firms.

Benefits

  • Improve visibility and centralize communication across the entire accounting practice with Karbon using Karbon's Kanban boards and custom workflows.

  • Become more productive and free from email jail: convert emails into a checklist of tasks that are assignable as well as actionable.

  • Improve client service delivery and satisfaction by consolidating all client information, as well as automating document collection with client tasks.

  • Streamline your firm's workflow and drive accountability and ownership within each team member.

  • Standardize your processes and gear up for scale, using Karbon's best practice SOP templates.

  • Karbon FAQs

    Karbon FAQs

    Below are some frequently asked questions for Karbon.

    Q. What type of pricing plans does Karbon offer?

    Karbon offers the following pricing plans:

    Starting from: US$70,00/month

    Pricing model: Subscription

    Free Trial: Available

    Karbon has three different pricing plans with the most popular one being Team. Karbon offers an annual and monthly subscription. It starts at $49/month if billed annually, or $70/month if billed monthly.

    Q. What are the main features of Karbon?

    Karbon offers the following features:

    • Accounting integration
    • Audit trail
    • Automatic emails file retrieval; ad hoc storage for contacts
    • Collaborative workspace
    • Configure different statuses per work type.
    • Create custom workflows per work type.
    • Create job templates and standardize work.
    • Email archiving
    • Integration with Gmail, Office365 and Microsoft Exchange.
    • Job management
    • Multiple user accounts
    • Schedule work and create a set of recurring tasks.
    • Set custom templates for all recurring work.
    • Stop working in silos, share all comms and files in Karbon.
    • Task planning
    • Task scheduling
    • To-do list
    • Track status of work and tasks for all practice teams.
    • Workflow management
    • Workflow, task, team, job and client management for firms.

    Q. Who are the typical users of Karbon?

    Karbon has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Karbon support?

    Karbon supports the following languages:

    English

    Q. What type of pricing plans does Karbon offer?

    Karbon has the following pricing plans:

    Subscription

    Q. Does Karbon support mobile devices?

    Karbon supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Karbon integrate with?

    Karbon integrates with the following applications:

    Gmail, Microsoft 365, Microsoft Outlook, Practice Ignition, QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, TSheets, TSheets, Zapier

    Q. What level of support does Karbon offer?

    Karbon offers the following support options:

    Knowledge Base, Online Support, FAQs, Forum, Video Tutorials