About Karbon

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.

Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how.

Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.

Standardize your work with Karbon templates, ensuring processes don’t break and quality is maintained as your team evolves and grows.

Don’t waste any more time on low-value admin. Set recurring work to repeat on automatic schedules so that no future client job will be missed, no matter how far ahead it is planned.

Guarantee your firm’s success with Karbon.


Key benefits of Karbon

  • Visibility & Control. Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.

  • Automation & Efficiency. Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.

  • Collaboration & Connectivity. Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.

  • Images

    Karbon Software - Karbon - Email Insights
    Karbon Software - Karbon - Kanban Board
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    Karbon Software - Karbon - Triage
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    Karbon Software - Karbon - Email Insights
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    Karbon Software - Karbon - Time and Budgets
    Karbon Software - Karbon - Triage

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    Reviews

    Overall rating

    4,7 /5
    (169)
    Value for Money
    4,5/5
    Features
    4,5/5
    Ease of Use
    4,6/5
    Customer Support
    4,8/5

    Already have Karbon?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 169
    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!

    Oli
    Oli
    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 9.0 /10

    Karbon User

    Reviewed on 2020/10/06

    Invested lots of time with the Karbon team in setting up our practice on the application, but this...

    Invested lots of time with the Karbon team in setting up our practice on the application, but this investment has paid off over the last 3 years with our practice able to scale and not loose sight of all work and tasks each team member is working on.

    Pros

    A cloud-based, highly functional, simple UI application makes running our accounting practice much easier.

    Cons

    There is yet ot be a fully functional iOS app

    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: 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
    David
    David
    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

    The centre of our software stack.

    Reviewed on 2023/06/29

    It took a long time to get it set up and function in the way we want it, but it was well worth the...

    It took a long time to get it set up and function in the way we want it, but it was well worth the effort. Now that we are comfortable with it, we would never use anything else.

    Pros

    Well designed workflow management that addresses most of the aspects of information management that accountants need on a daily basis. I cannot imagine going back to a time without it.

    Cons

    No practical option to use custom fields for clients or client groups. Custom reporting is not great if you want to look at your whole database. Basically you have to just dump everything to excel. Not easy to bulk update client records. Requires intervention from Support. No simple csv import.

    Showing 5 reviews of 169 Read all reviews

    Karbon FAQs

    Below are some frequently asked questions for Karbon.

    Karbon offers the following pricing plans:

    • Starting from: US$59,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.

    Karbon has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

    Karbon supports the following languages:

    English, French

    Karbon supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Karbon integrates with the following applications:

    AWARD, Companies House Forms, Gmail, GoProposal, Ignition, Liscio, Microsoft 365, Microsoft Outlook, QuickBooks Online, QuickBooks Time, Quickbooks Pro, Zapier

    Karbon offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

    Related categories

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