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.
Pricing starting from:
USD 59.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Karbon
Key benefits of Karbon
Devices
Business size
Markets
Australia, Brazil, Canada, Germany, United Kingdom, India, Mexico, United States and 3 others
Supported Languages
English
Pricing starting from:
USD 59.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Karbon
Images
Features
Total features of Karbon: 97
- @mentions
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Assignment Management
- Audit Trail
- Brainstorming
- Budget Management
- Business Process Automation
- CRM
- Chat/Messaging
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Tracking
- Configurable Workflow
- Contact Management
- Content Management
- Create Subtasks
- Customer Database
- Customisable Branding
- Customisable Dashboard
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Deadline Management
- Discussions / Forums
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- Email Management
- Email-to-Task Conversion
- File Management
- File Sharing
- File Transfer
- For Accountants
- For CPA Firms
- Import Tasks
- Kanban Board
- Messaging
- Milestone Tracking
- Mobile Access
- Multiple Projects
- Parent Task
- Percent-Complete Tracking
- Prioritization
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Real Time Editing
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Resource Management
- Role-Based Permissions
- Rules-Based Workflow
- SSL Security
- Scheduling
- Search/Filter
- Secure Data Storage
- Single Sign On
- Staff Management
- Status Tracking
- Tagging
- Task Board View
- Task Editing/Updating
- Task Management
- Task Planning
- Task Progress Tracking
- Task Scheduling
- Task Tagging
- Template Management
- Third Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- To-Do List
- Workflow Configuration
- Workflow Management
Alternatives
Jetpack Workflow
Asana
Xero
Practice Ignition
Reviews
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Write a Review!- Used Daily for 1-5 months
-
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
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
KarbonApp for the Growing Firm
Reviewed on 25/03/2021
Wonderful and I can't wait to continue to gain further best practice and utilize all the components...
Wonderful and I can't wait to continue to gain further best practice and utilize all the components around capacity planning etc.
Pros
We implemented Karbon only a short time ago and I am already seeing significant impact on my time through the ease of delegation of specific tasks and the ownership of those tasks to be able to check provide oversite. My staff has had a similar response and although it has been a learning curve we all see the potential and benefits.
Cons
There are a few items around being able to apply templates after work is created (currently you cannot do this only at creation). It also takes the server five minutes or so to show a contact that you add which is a pain when setting up new client work. We had asked to have contact emails imported and although they were provided for some reason they did not get imported (that combined with the delay was a bit of a pain). A few other items are more about learning how to get the best use out of all so I would argue are not dislikes but more learning curves as it changes the way you work significantly with the implementation of triage. Overall the team at Karbon have been great in answering any questions and give a lot of opportunity to show you best practice even when you choose the self implementation option. I do hope they create more integrations with Xero Accounting Software as they do with QBO.
Alternatives Considered
Jetpack WorkflowReasons for Choosing Karbon
We used a variety of tools (Slack, XPM and email) and Karbon allowed us to consolidate much of this which eased time and transparency. My staff really did not like the functionality of XPM other than as a list of deadlines. Karbon is much more than that.Reasons for Switching to Karbon
Karbon's Triage tool was a big selling point and really just seemed very much next GEN. Jet Pack Work Flow had great functionality but was lacking on some of the tools that Karbon has built in. It was a tough decision though as some of the team completing the demo's really liked Jet Pack.- 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 0.0 /10
Very poor support
Reviewed on 04/01/2022
A shame it has some good features, but there isn't anyone taking ownership of getting things done,...
A shame it has some good features, but there isn't anyone taking ownership of getting things done, so it makes it a very frustrating company to deal. Simple things like uploading work in bulk seems to be a major issue for them.
Pros
Good email triage function and pretty decent interface. Was expecting to find sending emails from it frustrating, but didn't.
Cons
Terrible support. Such a frustrating company to deal with. Passed around the houses on everything, no one takes ownership of anything. Really in like pulling teeth to get started.
- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 1+ year
-
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 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Exceeds expectations
Reviewed on 08/10/2021
Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between...
Karbon has solved the ‘silo’ problem in my Busenius. Complete visibility of communications between team member and customer is now a reality. The Karbon development team and support team are amazing and really care about me and my business.
Pros
Triage has eased the pain of dealing with the ever growing problem and distractions of managing emails. Digital communication with the customer and team members is smooth and easy. Workflow management and process templates has been a real game changer!
Cons
Can’t think of any Cons… I feel this is a good thing. 😉
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: USD 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.
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+
Q. What languages does Karbon support?
Karbon supports the following languages:
English
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, Companies House Forms, Gmail, GoProposal, Liscio, Microsoft 365, Microsoft Outlook, Practice Ignition, QuickBooks Time, Quickbooks Online, 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
Related categories
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