Karbon
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
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- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Superman-Batman-Crocodile Dundee-Indiana Jones-Dog Whisperer of Team Communication and...
Reviewed on 12/07/2017
Have you ever wanted ONE SPOT to check email, delegate task, manage projects and customers? Karbon...
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Karbon -
Reviewed on 30/10/2022
Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a...
Karbon has made work life easier. I am no longer looking at 4 trello boards, a white board, a daily to do list. I just run thru Karbon.
Pros
Love the ease of My Week and its integration with Google Calendar. I simply triage all my emails - allocated to my week if needed follow up. Then slot them into Google Calendar to allocate time. My phone even reminds me of scheduled tasks coming up. The templates for work are so easy to use. The client requests are user friendly for the clients and us. All emails are allocated to work or the client. No more scrolling thru emails to find that particular document. Its all in the work. Essential with monthly or quarterly BAS. Or even if a client purchases a new car you simply add that email to their next years tax return!
Cons
Would love signing to be part of client requests. Its actually essential!Would also like documents to be added to the client rather than work as sometimes you don't have a work item.
Alternatives Considered
TrelloReasons for Choosing Karbon
I needed an accountant friendly program to organise me!Switched From
TrelloReasons for Switching to Karbon
More robust- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Very Poor service (after you have purchased)
Reviewed on 19/11/2021
Brutal - Do not buy this software. There are cheaper and better ones out there that have a better...
Brutal - Do not buy this software. There are cheaper and better ones out there that have a better track record.
Pros
Planned features were great, but in operation were very clunky and still being developed. Despite its polished look, this software is far from ready for use.
Cons
The support. The sales team are super nice, and accommodating until you have purchased and they will tell you anything, including lies to get you to buy.
Once you need support or assistance, good luck!
They are currently withholding our client data in their system so we will continue to pay them!
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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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 08/03/2021
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
TaxDomeReasons for Choosing Karbon
OfficeTools had terrible support, onerous contracts and renewal language, and a long update cycle.Switched From
OfficeToolsReasons for Switching to Karbon
Kanban- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Why I picked KarbonHQ
Reviewed on 04/11/2020
This software has given us the visibility to see all of the work that we have. Before this we were...
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.
Reasons for Choosing Karbon
We needed an environment that was easily shared, a place to download all of the tasks that individuals were doing and make notes so that we had written procedures, we wanted the visibility on all of the work that was due without having to go look at individual files.Reasons for Switching to Karbon
It incorporated the best of all of the products. It gave us Email, Work (Project) Management, Repeating Tasks and Schedules, Client email requests and template with Auto RemindersKarbon 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$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 $89/month if billed monthly.
Q. Who are the typical users of Karbon?
Karbon has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Karbon support?
Karbon supports the following languages:
English, French
Q. Does Karbon support mobile devices?
Karbon supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Karbon integrate with?
Karbon integrates with the following applications:
AWARD, Dropbox Business, Gmail, Google Calendar, Ignition, Lacerte Tax, Liscio, Microsoft 365, Microsoft Outlook, OneDrive, ProConnect, QuickBooks Online, QuickBooks Time, Slack, SuiteFiles, Xero, Zapier
Q. What level of support does Karbon offer?
Karbon offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
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