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What is Karbon?

Karbon is a collaborative practice management platform designed for accounting firms. It provides visibility, control, and connectivity, allowing teams to work seamlessly regardless of their location.

With Karbon, firms can streamline communication and workflows, automate tasks, standardize processes, and gain insights through business analytics. The platform integrates email, tasks, clients, and work, enabling efficient collaboration and eliminating out-of-context communication. Also, it offers features like client management, centralized knowledge, document management, and calendar integration.

To summarize, with automation, efficiency, and powerful team collaboration, Karbon empowers accounting firms to enhance productivity, deliver exceptional client service, and make data-driven decisions for business success.

Best for
StartUpsSmall BusinessMedium Business

Pricing

Starting at Custom · Subscription

Features

105 features that make Karbon stand out.

Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Business Process Automation
Collaboration Tools
Content Management
Data Import/Export
Document Management
Drag & Drop
Project Management
Real Time Data
Real Time Notifications
Real Time Reporting
Reporting/Analytics
Rules-Based Workflow
Search/Filter
Task Management
Task Progress Tracking
Templates
Third-Party Integrations
Workflow Configuration
Workflow Management
@mentions
API
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Approval Workflow
Assignment Management
Audit Trail
Brainstorming
Budget Management
CRM
Calendar Management
Chat/Messaging
Client Management
Client Portal
Commenting/Notes
Customizable Branding
Customizable Dashboard
Communication Management
Compliance Tracking
Customizable Fields
Customizable Reports
Configurable Workflow
Contact Management
Create Subtasks
Customer Database
Customizable Templates
Deadline Management
Discussions/Forums
Document Storage
Due Date Tracking
Email Management
File Management
Email-to-Task Conversion
Employee Management
File Sharing
File Transfer
Financial Management
Import Tasks
Kanban Board
Messaging
Project Planning
Project Planning/Scheduling
Milestone Tracking
Mobile Access
Multi-Currency
Multiple Projects
Parent Task
Percent-Complete Tracking
Portfolio Management
Project Templates
Project Time Tracking
Prioritization
Progress Tracking
Project Tracking
Project Workflow
Real Time Editing
Real Time Updates
Projections
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
SSL Security
Scheduling
Secure Data Storage
Single Sign On
Staff Management
Status Tracking
Task Board View
Task Editing/Updating
Web-based Deployment
Task Planning
Task Scheduling
Time & Expense Tracking
Task Tagging
Template Management
Time Tracking
Timer
To-Do List

Pros & Cons

Pros

  • High Overall RatingKarbon has received a high overall rating of 4.7 out of 5 from 168 reviews on GetApp, which indicates strong user satisfaction​​.
  • Great Customer SupportMultiple reviews highlight the excellence of Karbon’s customer support, noting the quick and helpful online support​​.
  • Continuous Improvement:Users appreciate the software’s constant development and the addition of new features​​.
  • Customization and ProductivityThe customization options available in Karbon are highly praised, along with its positive impact on productivity once the initial setup is completed​​.
  • Visibility and ManagementKarbon is commended for providing visibility over all aspects of accounting businesses, streamlining practice operations through its comprehensive suite of tools, including task automation, client management, and project management​​.

Cons

  • Initial Learning CurveSome users find the software initially “clunky” to use, indicating a learning curve that can be improved for better user onboarding​​.
  • Limited Email FunctionalityThe lack of some basic email functions, leading users to occasionally revert to using their standard email platforms for certain tasks​​.
  • Integration LimitationsThe inability to integrate with personal calendars effectively, necessitating users to maintain use of additional software like Outlook for complete functionality​​.
  • Lack of Comprehensive ReportingUsers have noted the absence of a unified reporting feature that encompasses all jobs and tasks, which could enhance the management overview and strategic planning​​.
  • Limited Number of Reviews on TrustRadiusAs of now, there are only 4 reviews available on TrustRadius, suggesting a need for more feedback to better assess the software’s performance across different user groups​​.

Karbon alternatives

Tools buyers consider alongside Karbon.

No alternatives listed yet.

Frequently asked questions

Is Karbon free to use?
Karbon does not currently offer a free tier or free trial. Pricing starts at Custom and depends on the plan you choose.
How much does Karbon cost?
Karbon uses custom pricing tailored to each organisation. Contact their sales team for a quote based on your team size, modules and contract length.
What does Karbon integrate with?
Karbon integrates with popular tools such as Zapier, Dropbox, Gmail, Google Calendar, HubSpot CRM, plus an open API for custom workflows.
Who is Karbon best suited for?
Karbon is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard Karbon?
Most teams are live on Karbon within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

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