Karbon

Karbon

Workstream collaboration that maximizes your team's output.

4.7/5 (122 reviews)

Karbon Overview

Increase your team’s output with Karbon—a powerful workstream collaboration platform deeply integrated with our email. It gives context to all work and communication, ensuring visibility across teams, departments and locations.

Karbon unites your team with a single place to work together. By combining your email with internal communication, workflow, task management and automation in a cloud-native platform, Karbon will maximize the productivity and output of your team.

Pricing

Starting from
$49/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, India, United Kingdom, United States

Supported Languages

English

Karbon Reviews

Overall rating
4.7/5
97% positive reviews
94
Excellent
24
Very good
3
Average
0
Poor
1
Terrible
Mariel D.

The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and Project Mgmt Tool

Used Daily for 1-5 months
Reviewed on 2017/07/12
Review Source

Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon is IT. NOthing else compares to this robust, all inclusive system. Forget Twist and Slack, and your gmail or outlook, zendesk and all the rest. This program, while made for the accounting industry, is the perfect solution for any industry, and even a single individual could use it, but it shines with many users. No more multiple things to check and manage, it's all in one place. From Triage, you empty your inbox for email and @ tags from within the system and assign emails to other team members, create work from emails, and all correspondence tracks back to both contacts and pieces of work, so nothing is ever lost or hard to search. This is the most intelligent productivity solution available; I've tried many to disappointing results and now will stay with Karbon and not continue to look further. You can see work for the whole business, for yourself, and separately for your team. You can assign work to others, you can even assign tasks to clients and people outside your team, so they have their own checklist, which has comments and attachments - no more 10k emails! You can break down work into sections with different checklists and assign each task it's own team member and due date. You can drag and drop tasks to different dates. You can have templates for work to make creating work easy. You can make client tasks in these templates and also schedule repeating work. I can't go on, there are too many things that are amazing about this program. Do yourself a favor and try it out. I put it off for 8 months and after 2 days was hooked. 5 months later, it just keeps getting better and easier as we get more proficient using the program to its full potential. AMAZING! Nothing less than Amazing. Nothing slips through the cracks with Karbon.

Pros

Everything about Karbon.

Cons

They have both of these on their Fall 2017 roadmap: 1) time clock for job/client/employee time tracking (which is the only other external program we now use and can't wait to only use Karbon for everything); 2) Canned Responses (template emails plug & play). Coming soon, and I can deal with these cons because of everything else has saved so much time.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Elizabeth M.

Huge Potential to help me support the accountants in my firm

Used Daily for 1-5 months
Reviewed on 2018/05/31
Review Source

Pros

My Motto for every day is "How can I help you today" and Karbon is my best asset For helping others. When the accountants in our office need a report or need to know if something has been done and they are too busy to check I can filter All Work in KARBON and bring it down to the file they are looking for in a very short time. I can have their answer back to them quickly and in a manner, they can use. I can check for each client what tasks are overdue and through notes on the file keep all the involved managers and partners aware of timing for their involvement in the file. When you learn to use the filters correctly the information you need is easily accessed and up to the minute. Karbon and I work as a team to send emails, keep notes, report findings, and make sure that "no client ever falls through the cracks - and calls to say "you forgot this - now I have to pay a penalty..."

Cons

Until you learn that the secret key to Karbon is FILTER - FILTER - FILTER then it is almost too big a program and under-utilized by a number of people. One of our senior partners summed it up like this "Imagine the only way you have to communicate to the office is through the KANBAN view in KARBON" this view teaches you to make notes, share emails, FILTER All Work and generally get as upclose to the file as you can so all the participants can work on any file in the company confidently knowing that they are working with the latest information. The only true Con is the magnitude of the learning curve. But with the seminars and help articles, you can feel supported and know you are not alone. There are many people who can help you out. There are WAY more pros than cons - really.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Practice Management made easy

Used Daily for 1-5 months
Reviewed on 2019/06/05
Review Source

Practice management, staff management, job management, email management - it delivers all that I wanted in one app. What I would love is if the time tracking integration was not limited to tsheets as I have tested tsheets and it is more of a payroll focussed time management tool as opposed to a billing tool or tracking of job efficiencies tool - I would prefer if this integration was expanded to include a tool like Harvest for this purpose. Also if it could integrate with Xero HQ that would be wonderful as well as WorkflowMax just didnt work for me in terms of my logic or reasoning so I use Harvest with Practice Ignition and Karbon with only Harvest and Practice Ignition integrating with Xero - if I could get all 4 to talk to each other it would make my life a lot simpler and achieve better management

Pros

I am constantly writing out "to do lists" and then I get to the end of the week and I need to consolidate those lists to make sure nothing drops off - with Karbon I always have my to do list available and up to date. I also enjoy the fact that i have better control of my e-mails and previously where I forwarded a mail to a staff member by way of delegating it to them i had no way of checking that the mail was attended to unless I added it to my to do list - whereas now I can add it to their to do list and monitor whether or not it was completed

Cons

there is a quite a bit of set up involved in terms of getting the work templates in place but that is to be expected I guess - although once set up those work templates will serve as a sort of process manual so it kills two birds with one stone - its just where I am a small practice the time taken to get all set up will take longer as it is only me setting it up in between still trying to manage practice and keep up to date with client work

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Revolutionary accounting software that, if used to its full, will transform your practice or firm.

Used Daily for 1+ year
Reviewed on 2018/03/13
Review Source: Capterra

Increased visibility of all projects and undertakings in the practice. Ability to monitor deadlines and schedule reminders.
The automated aspect of the software is an indispensable quality for our industry and the option to create client tasks which are housed in their own space (outside of email threads where they often end up getting lost or missed) and the automatic reminders that underpin these, have transform our service delivery times and accountability measures.

Pros

The templates for work items which serve as company systems and procedures as well as project management allows us to monitor staff performance while resting assured that work is completed accurately and timely.
We have more visibility than ever before and the software promotes the creation of new work in a way which defines 'how' it should be completed and so we now have operating systems and checklists for all our work. We know exactly what is and isn't being done.

Cons

Integration with 3rd party applications is still quite limited - we find ourselves duplicating data entry in some areas.
It would be great if the software allowed the use of custom fields to record data not currently catered for by the preset data fields.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Diane O.

The Project Management Tool that Manages YOU!

Used Daily for 2+ years
Reviewed on 2018/05/31
Review Source

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!!!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Karbon Pricing

Starting from
$49/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.

Karbon Features

  • Collaborative Workspace
  • Commenting

  • 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
  • Task Management
  • Task Tracking
  • Third Party Integration
  • Timesheets

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.

  • 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: $49/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.

    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:

    Large Enterprises, Mid Size Business, Small 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?

    We do not have any information about what devices Karbon supports

    Q. What other apps does Karbon integrate with?

    Karbon integrates with the following applications:

    Gmail, Microsoft Outlook, Office 365, Practice Ignition, QuickBooks, QuickBooks Online, QuickBooks Online, TSheets, TSheets

    Q. What level of support does Karbon offer?

    Karbon offers the following support options:

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