Who is this service for?

Karbon is ideal for managing functional teams and departments inside large organizations or client-facing service businesses. This includes accounting, finance, back-office support and more.

About 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.

Average rating 4.7/5

Total score
4.7
“Ease of use
4.6
User support
4.9
Features
4.5

Product details

Starting price:

59usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

App - Android

App - IOS

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Karbon
http://karbonhq.com/
Set up in 2014
United States

Features

Access Controls/Permissions
Accounts Receivable
Activity Dashboard
Agile Methodologies
Approval Process Control
Approval Workflow
Bank Reconciliation
Billing & Invoicing
Brainstorming
Budget Management
Business Process Automation
Calendar Management
Client Management
Client Portal
Collaboration Tools

Compliance Tracking
Contact Management
Content Management
Cost-to-Completion Tracking
CPA Firms
Create Subtasks
CRM
Customizable Dashboard
Customizable Templates
Discussions / Forums
Document Management
Due Date Tracking
Employee Management
Expense Tracking
Financial Management
Fixed Asset Management
For CPA Firms
For Government
For Nonprofits
Forms Management
Fund Accounting
Gamification
Gantt/Timeline View
Graphical Workflow Editor
Idea Management
Inventory Management
Kanban Board
Marketing Automation
Milestone Tracking
Mobile Access
No-Code
Nonprofits
Order Management
Payroll Management
Percent-Complete Tracking
Performance Metrics
Portfolio Management
Prioritization
Project Accounting
Project Management
Purchase Order Management
Purchasing & Receiving
Real Time Editing
Recurring Tasks
Reporting/Analytics
Resource Allocation & Planning
Resource Management
Scheduling
Spreadsheet View
Staff Management
Status Tracking
Task Board View
Task Management
Tax Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List
Traditional Methodologies
Training Management
Vendor Management
Version Control
Video Conferencing
Workflow Configuration

Alternatives Karbon


A
Alison M.

«Good Project Management - Still Needs a Little Work»

Usability

Support

Features

4

Overall rating

Benefits:

I like that the app looks great, it has really great potential to be the perfect project management software in the future. I use it as a checklist for all my work items. The client task option is also great for reminding our clients of outstanding items we need from them.

Drawbacks:

It's slow to load your work and sometimes work gets lost in the To-do's if they aren't assigned correctly by your colleagues (which is common when we are really busy). Karbon is willing to take our comments and ideas into consideration and always have great customer service.

October 3, 2021
Feedback source: the Internet
C
Chrissy M.

«Step your game with Karbon! »

Usability

Support

Features

5

Overall rating

Benefits:

The most impactful feature is the cohesiveness of Karbon. We needed one place for our staff to send emails, enter their time, and track their work. We used 3 different apps to do this and Karbon combined all of them for us. The Client Task feature Karbon offers is my favorite. You can set up recurring monthly requests for your clients and it sends reminders on your behalf.

Drawbacks:

Karbon is robust, but with time you will get used to it. The onboarding was super helpful and seamless. We loved the support we had along the way.

In sum:

Our team is more productive! They're spending less time sending emails and more time organizing their to-dos. We feel organized as a firm by being able to find client emails, assigning to-dos to each other and easily managing our work.

October 1, 2021
Feedback source: the Internet
A
Amy P.

«Not worth the money - there are lots of other options»

Usability

Support

Features

3

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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.

September 29, 2021
Feedback source: the Internet
V
Verified Reviewer

«KarbonHQ - Our Why»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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

September 29, 2021
Feedback source: the Internet
V
Verified Reviewer

«Karbon is my brain outside my body»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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.

September 29, 2021
Feedback source: the Internet
V
Verified Reviewer

«Practice Management made easy»

Usability

Support

Features

5

Overall rating

Benefits:

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

Drawbacks:

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

In sum:

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

September 24, 2021
Feedback source: the Internet
A
Alan W.

«Great product»

Usability

Support

Features

5

Overall rating

Benefits:

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

Drawbacks:

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

In sum:

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

September 21, 2021
Feedback source: the Internet
T
Tom S.

«My preference of the Practice Management Tools available»

Usability

Support

Features

5

Overall rating

Benefits:

It's very simple to get your head around in the main and comes with a good set of instructions. Love the task list and kanban boards for work management and as a practice manager, it makes my life much easier to be able to see all the work that is happening from one system. It also works wonders with repeating work items where you are able to assign e-mails or notes to multiple timelines and even if the work doesn't start for another year you have got all the information right there at your fingertips. The client tasks are an awesome feature too which have decreased our turnaround time on work considerably. You can start a job and be 100% sure that you have got all the information required right there as all the initial tasks have been checked off. The other side we have found very useful is the collaboration. With a team based in multiple areas this is so key and we find Karbon becomes that one source of truth which tells us exactly what is happening.

Drawbacks:

We have found it harder to get older members of the team onto the software and potentially could have a very simple addon for programs such as outlook and gmail which would let users use the system they're used of but still push the information into Karbon correctly. There has also been issues a few times with integration to Office 365 which when the whole office relies on the system can be a big hit on productivity. The other thing I probably would change if possible is the client portal and make it much more of a place where clients can actually log in and see the progress of their work and get an idea on exactly what is being sorted for them.

In sum:

Overall I find Karbon a pleasure to work with and has definitely made my life as a practice manager a whole lot simpler. It is continually getting better and it seems they listen to their users and make changes on what they hear which to me is the best thing a software company can do. Look forward to optimising Karbon more for our practice and definitely see it as a key software in view of the growth we are aiming to acheive.

September 10, 2021
Feedback source: the Internet
O
Oli T.

«Karbon User»

Usability

Support

Features

5

Overall rating

Benefits:

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

Drawbacks:

There is yet ot be a fully functional iOS app

In sum:

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.

September 5, 2021
Feedback source: the Internet
L
Lisa S.

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

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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.

September 4, 2021
Feedback source: the Internet