Karbon vs Firm360

by Gralio Apr 25, 2025

Both Karbon and Firm360 aim to streamline accounting practice management, but they cater to different priorities. Karbon excels in advanced automation and AI, making it suitable for firms wanting to optimize efficiency. Firm360 focuses on providing a user-friendly, all-in-one solution that simplifies daily tasks and improves team productivity, which will appeal to businesses looking for value for money and great customer service.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 729 reviews and 60 websites, saving 4 hours, 33 minutes of reading.

Logo of Karbon
Logo of Firm360

About

Karbon is a practice management software designed specifically for accounting firms. It aims to improve team collaboration and efficiency by centralizing client communication, task management, and workflow automation in a single platform. Features include client management, project tracking, time and billing, and document sharing. Karbon emphasizes automation to streamline tasks and provide a clear overview of team workload and project progress.
Firm360 is an all-in-one cloud-based software designed for accounting firms to manage their practice. It combines project management, client communication, time tracking, billing, and reporting into one platform. This aims to reduce reliance on multiple software solutions, minimize manual entry, and improve staff productivity. Firm360 prioritizes user-friendly design and offers dedicated customer support for its users.

Summary

Main difference
Karbon focuses heavily on workflow automation and AI-driven insights to optimize accounting practices, while Firm360 emphasizes a user-friendly, all-in-one platform for managing various aspects of an accounting firm, from client communication to billing. Karbon is tailored for firms seeking advanced automation, whereas Firm360 is ideal for those wanting a simple, unified solution.

Relative strengths of Karbon (compared to Firm360)

  • Karbon offers stronger workflow automation capabilities

  • Karbon has better AI-powered features

  • Karbon provides deeper insights into project progress

Relative weaknesses of Karbon (compared to Firm360)

  • Karbon's implementation is difficult

  • Karbon has limited CRM capabilities

  • Karbon's attachment handling for clients is confusing

Who should use Karbon VS. Firm360

We find that Karbon is a great fit for accounting firms that want to improve team collaboration and efficiency. The platform is particularly useful for firms struggling with project tracking, client communication, and workflow automation. Many users appreciate the excellent customer support and the platform's flexibility.

We find that Firm360 is an all-in-one cloud solution tailored for accounting firms looking to consolidate practice management. Users appreciate its user-friendly interface, centralized platform, and excellent customer support. It particularly shines in streamlining workflows, though some users desire more invoice customization options.

  • Perfect for accounting firms with 1-1000 employees seeking streamlined workflows and enhanced team collaboration.

  • Well-suited for firms in finance, banking, and insurance aiming to optimize client communication and project management.

  • Perfect for small to medium-sized accounting firms (1-100 employees) seeking streamlined practice management.

  • Well-suited for professional services, especially accounting and CPA firms seeking to manage clients and projects.

Karbon and Firm360 features

Supported
Partially supported
Not supported
Type in the name of the feature or in your own words tell us what you need

  • Team collaboration tools
    Supported

    Karbon supports team collaboration with shared workspaces, document sharing, communication tools, and task management.

    Supported

    Firm360 supports team collaboration with document sharing, communication tools, and task management features.

  • Workflow automation
    Supported

    Karbon supports workflow automation with features like Automators and Work Templates.

    Supported

    Firm360 offers workflow automation to streamline accounting and project management.

  • Time Tracking and Billing
    Supported

    Karbon supports time tracking, automated billing, and flexible invoicing.

    Supported

    Firm360 offers streamlined time tracking, automated billing, and flexible invoicing.

  • Client portals
    Supported

    Karbon offers client portals for secure project information access and collaboration.

    Supported

    Firm360 offers client portals for secure document sharing, task management, and communication.

  • Workflow management
    Supported

    Karbon supports workflow management and automation of recurring tasks.

    Supported

    Firm360 allows creating and managing workflows to automate tasks.

  • Task management
    Supported

    Karbon supports assigning and tracking tasks, including those from meetings.

    Supported

    Firm360 allows assigning, tracking, filtering, and exporting tasks.

Qualities

  • Value and Pricing Transparency
    -0.11
    Neutral sentiment
    +0.5
    Rather positive sentiment
  • Customer Service
    +1
    Strongly positive sentiment
    +0.6
    Rather positive sentiment
  • Ease of Use
    +1
    Strongly positive sentiment
    +0.87
    Strongly positive sentiment
  • Reliability and Performance
    +0.8
    Strongly positive sentiment
    +0.76
    Strongly positive sentiment
  • Ease of Implementation
    +0.09
    Neutral sentiment
    +0.75
    Strongly positive sentiment
  • Scalability
    +1
    Strongly positive sentiment
    +1
    Strongly positive sentiment

Karbon and Firm360 Pricing

Karbon offers three pricing plans: Team, Business, and Enterprise. The Business plan is the most popular. Karbon provides implementation services, ranging from free group onboarding to guided implementation packages. Users can choose monthly or annual billing cycles. A free trial is available with access to all features.
Plans

User sentiment

Neutral
-0.11

See full Pricing page

Firm360 offers a suite of plans for different firm sizes, all with transparent pricing and no hidden fees. Features increase with plan level, from basic client and document management to advanced features like automation, integrations, and dedicated support.
Plans

User sentiment

Rather positive
+0.5

See full Pricing page

Karbon and Firm360 review insights

717 reviews analysed from and

Users love

  • Excellent customer support, responsive and helpful in resolving issues.
  • Flexible platform that can be adapted to different firm working styles.
  • Provides excellent visibility on workflow and project progress.
  • Strong focus on automation to streamline tasks and improve efficiency.
  • User-friendly interface and easy navigation.
  • Centralized platform for project management, client communication, and billing.
  • Excellent customer support responsiveness and helpfulness.
  • Regular updates and improvements based on user feedback.
  • Streamlined workflow and improved organization.

Users dislike

  • Confusing attachment handling for clients, leading to difficulties with document submissions.
  • Limited CRM capabilities, such as a lack of batch emails and SMS campaigns.
  • Work items operate in a linear fashion and can be challenging when work doesn't follow that order.
  • Inability to handle a shared mailbox effectively without incurring additional subscription costs.
  • Difficulty finding a support phone number.
  • Limited customization options for invoices.
  • Client portal access can be confusing.
  • Some reporting features require exporting to Excel for further analysis.
  • Occasional syncing issues with email and other software.

Karbon and Firm360 Ratings

  • G2
    4.8/5
    (558)
  • Glassdoor
    4.6/5
    (126)
  • G2
    4.5/5
    (28)
  • Capterra
    4.7/5
    (131)

Company health

Employee growth

45% increase in the last year
62% increase in the last year

Web traffic

21% increase in the last quarter
16% increase in the last quarter

Financing

March 2023 - $102M
No data

How effectively does each platform integrate email communication into workflows?

Karbon directly integrates email communication into its platform, centralizing client interactions and team collaboration. Firm360, while offering client communication features, has occasional syncing issues with email, which might affect how seamlessly email is integrated into workflows.

Which product offers more intuitive and user-friendly client portal access?

Karbon users report confusing attachment handling for clients, indicating potential issues with the client portal's ease of use. Firm360 users mention that client portal access can be confusing. Considering that both products face challenges with client portal intuitiveness, it's difficult to definitively say which offers a more user-friendly experience. Further investigation, such as hands-on testing, would be needed to determine which product has the slightly better client portal.

What are the advantages of Karbon?

Karbon is a practice management software specifically designed for accounting firms that provides excellent visibility on workflow and project progress. Karbon streamlines tasks and improves efficiency with a strong focus on automation and features AI to automate tasks and enhance productivity. Users appreciate Karbon's responsive customer support and the platform's flexibility in adapting to different firm working styles.

What are the disadvantages of Karbon?

Karbon's disadvantages include confusing attachment handling for clients, limited CRM capabilities, linear work item operation, and the inability to handle a shared mailbox effectively without additional subscription costs. Also, the value and pricing transparency and the ease of implementation are highly negative.

Is Karbon cheaper than Firm360?

Karbon's pricing ranges from $59 to $89 per user per month for its Team and Business plans, with a custom Enterprise plan. Firm360's pricing ranges from $49 to $99 per month. Therefore, it is not possible to say definitively whether Karbon is cheaper than Firm360 as it depends on the specific plan and number of users.

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Page co-authored by
MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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