Karbon vs TaxDome

by Gralio Mar 10, 2025

Karbon and TaxDome are practice management solutions for financial professionals, but they cater to different needs. Karbon excels at internal workflow optimization for accounting firms, while TaxDome prioritizes client interaction and offers a more accessible mobile experience. Choosing between them depends on whether your focus is internal efficiency or enhancing client relationships.

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 3634 reviews and 60 websites, saving 20 hours, 41 minutes of reading.

Karbon

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TaxDome

Website LinkedIn

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.

TaxDome is an all-in-one practice management platform designed for tax, accounting, and bookkeeping firms of all sizes. It streamlines operations by combining client management, workflow automation, billing, and communication tools into a single platform. With a client portal and mobile app, TaxDome facilitates secure document sharing, e-signatures, and communication, simplifying client interactions. The platform aims to enhance efficiency, improve client relationships, and help firms scale their services.

Summary

Main difference

Karbon is tailored specifically for accounting firms needing robust workflow management and team collaboration features. TaxDome caters to a broader range of financial professionals, including tax preparers and bookkeepers, with a strong emphasis on client interaction and a dedicated mobile app.

Relative strengths of Karbon (compared to TaxDome)

Superior workflow management and automation capabilities designed for accounting firms.
Stronger focus on internal team collaboration and task management.
More comprehensive time and billing features.

Relative weaknesses of Karbon (compared to TaxDome)

Limited native integrations with tax software compared to TaxDome.
Less intuitive client portal and mobile app experience.
Steeper learning curve and more complex setup process.

Who should use Karbon VS. TaxDome

Karbon is a practice management solution built for accounting firms to streamline workflows, centralize client communication, and boost team collaboration. Users praise its automation capabilities and clear project oversight, but some find the attachment handling and CRM features lacking. Ideal for firms with 1-1000 employees seeking improved efficiency and communication.

TaxDome is an all-in-one practice management solution for tax professionals. It streamlines workflows, client communication, and document management. Users praise TaxDome's client portal and automation features, while some note limitations in integrations and the mobile app. TaxDome is ideal for firms of all sizes seeking to improve efficiency and client relationships.

Best for small to medium-sized accounting firms (1-1000 employees).
Specifically designed for the accounting industry.

Ideal for tax, accounting, and bookkeeping firms of all sizes (1-1000+ employees).
Best fit for finance, banking, and insurance firms.

Karbon and TaxDome features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Document management

Supported

Karbon supports uploading, storing, and managing client documents.

Supported

TaxDome supports uploading, storing, and managing client documents.
Tax Software Integration

Supported

Karbon integrates with Intuit ProConnect Tax and has an open API for custom integrations.

Supported

TaxDome integrates with Drake Software and TaxAct.
Client portal

Supported

Karbon offers a client portal for managing tasks, documents, and communication.

Supported

Clients can access TaxDome via a client portal, mobile app, and desktop.
Automated Billing

Supported

Karbon supports automated invoice generation based on tracked time.

Not supported

TaxDome does not directly support automatically generating invoices based on tracked time.
Workflow management

Supported

Karbon supports workflow management and automation of recurring tasks.

Supported

TaxDome offers customizable workflows to automate recurring tasks like client onboarding and tax preparation.
Email Integration

Partially supported

Karbon allows managing emails and creating invoices, but sending them directly via email is not confirmed.

Partially supported

TaxDome allows sending emails, but sending invoices or documents via email is not clearly documented.

Qualities

Value and Pricing Transparency

-0.11

Neutral sentiment

+0.43

Rather positive sentiment
Customer Service

+1

Strongly positive sentiment

+0.65

Rather positive sentiment
Ease of Use

+1

Strongly positive sentiment

+0.67

Rather positive sentiment
Reliability and Performance

+0.8

Strongly positive sentiment

+0.64

Rather positive sentiment
Ease of Implementation

+0.09

Neutral sentiment

-0.24

Neutral sentiment
Scalability

+1

Strongly positive sentiment

+0.33

Rather positive sentiment

Karbon and TaxDome 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

No data

User sentiment

Rather positive

+0.43

See full Pricing page

Karbon and TaxDome review insights

3620 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.

Client portal praised for ease of use and secure document sharing.
Automation features save time and streamline workflows.
Excellent and responsive customer support.
Centralized platform combines CRM, document management, and communication tools.

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.

Limited native integrations with tax prep software requires manual data entry.
Difficult and time-consuming setup process.
Limited invoicing and billing features, lacks advanced customization.
Mobile app lacks functionality and some find the interface clunky.

Karbon and TaxDome Ratings

G2

4.8/5

(558)
TrustPilot

3.5/5

(12)
Glassdoor

4.6/5

(126)

G2

4.7/5

(598)
Capterra

4.7/5

(2474)
TrustPilot

3.5/5

(2)
Glassdoor

4.7/5

(64)

Company health

Employee growth

53% increase in the last year

37% increase in the last year

Web traffic

14% decrease in the last quarter

20% decrease in the last quarter

Financing

June 2023 - $102M

No data

How do Karbon and TaxDome compare in client onboarding automation?

Both Karbon and TaxDome offer automated client onboarding features through customizable workflows, client portals, and automated reminders. While both platforms aim to streamline the onboarding process, TaxDome's explicit focus on tax practices may offer more specialized onboarding workflows for tax-related tasks. Karbon's client onboarding process, while robust, is geared towards general accounting practices. Therefore, TaxDome might be slightly more advantageous for firms specifically seeking tax-related onboarding automation.

Which product, Karbon or TaxDome, better integrates with existing tax software?

TaxDome integrates with Drake Software and TaxAct, while Karbon's integrations with tax software are not specified. Therefore, based on the provided information, TaxDome offers better integration with existing tax software.

What are the advantages of Karbon?

Karbon focuses on workflow automation and provides a clear overview of team workload and project progress, which can be particularly beneficial for accounting firms looking to improve efficiency. Karbon also offers time and billing features, which are essential for accounting firms, whereas TaxDome's invoicing and billing features are reportedly limited. While both offer client portals, Karbon's emphasis on task management and workflow visibility within the platform may provide a more comprehensive solution for managing client work.

What are the disadvantages of Karbon?

Karbon's disadvantages include confusing attachment handling for clients, limited CRM capabilities (lack of batch emails and SMS campaigns), linear work item management that can be challenging for non-linear work, and inability to effectively manage a shared mailbox without extra costs.

Alternatives to Karbon and TaxDome

Xenett

Xenett is cloud-based accounting workflow and financial close management software designed for bookkeepers, accounting firms, CPA & tax firms, and controllers/CFOs at small to medium-sized businesses. It integrates with QuickBooks Online and Xero. Xenett automates tasks like error detection, client collaboration, and reporting, promising to reduce review time, increase accuracy, and speed up the closing process. Key features include automated reviews, a client portal, 1099 support, and flux analysis. Xenett offers a 14-day free trial.

Canopy

Canopy is a cloud-based practice management software designed for accounting firms of all sizes. It offers a suite of features to manage client interactions, documents, billing, and team workflows, all within a single platform. Canopy aims to streamline accounting firm operations, improve efficiency, and enhance client relationships through automation and a centralized system.

Perdoo

Perdoo is a goal-setting and performance management software that helps companies of all sizes implement the Objectives and Key Results (OKR) framework. It provides a centralized platform for setting, aligning, tracking, and measuring progress on goals. Perdoo aims to increase transparency and employee engagement by connecting daily work with strategic company objectives. It offers tools for defining strategy, tracking key performance indicators (KPIs), and promoting team collaboration. Perdoo is particularly helpful for organizations looking to improve focus, accountability, and achieve ambitious goals.

Financial Cents

Financial Cents is a cloud-based software designed for accounting and bookkeeping firms of all sizes. It helps you manage client work, track deadlines, and automate tasks like data collection and reminders. It offers a centralized platform for team collaboration, document storage, and client communication through a secure portal. Financial Cents aims to streamline your workflow, improve organization, and provide better visibility into your firm's operations so you can meet deadlines and scale your business.

ClickUp

ClickUp is a comprehensive work management platform designed to consolidate various work processes into one centralized location. It offers a wide array of features including task management, project planning, document collaboration, communication tools, goal setting, and automation options. ClickUp aims to enhance team collaboration, improve visibility across projects, and streamline workflows for increased productivity regardless of team size or industry.

CosmoLex

CosmoLex is a cloud-based software designed specifically for law firms. It combines case management, time tracking, billing, and accounting into a single platform. It aims to simplify legal operations from client intake to payment processing. CosmoLex includes features like document management, secure communication, legal CRM, and reporting tools to help law firms increase efficiency and profitability. Notably, it offers built-in trust accounting, eliminating the need for separate software like QuickBooks.

Page co-authored by

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.

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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