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Karbon

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Company health

Employee growth
53% increase in the last year
Web traffic
14% decrease in the last quarter
Financing
June 2023 - $102M

Ratings

G2
4.8/5
(558)
TrustPilot
3.5/5
(12)
Glassdoor
4.6/5
(126)

Karbon description

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.

Who is Karbon best for

Karbon streamlines workflows and enhances team collaboration for accounting firms. Users praise its automation features, customer support, and workflow visibility. However, some find the attachment handling confusing and CRM capabilities limited. Ideal for firms seeking improved efficiency and centralized project management.

  • Best fit for small to medium-sized accounting firms.

  • Specifically designed for the accounting industry.

Karbon features

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

Karbon supports uploading, storing, and managing client documents.

Supported

Karbon supports automated invoice generation based on tracked time.

Supported

Karbon automates routine tasks and streamlines workflows, improving efficiency.

Supported

Karbon provides tools to manage client interactions, track communication, and maintain relationships.

Supported

Karbon supports project management, including defining scope and tracking progress.

Supported

Karbon supports team collaboration with task assignments, progress tracking, and centralized feedback.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Neutral
+0

Customer Service

Strongly positive
+0.84

Ease of Use

Strongly positive
+0.9

Reliability and Performance

Strongly positive
+0.83

Ease of Implementation

Neutral
+0.11

Scalability

Strongly positive
+1

Karbon reviews

We've summarised 570 Karbon reviews (Karbon TrustPilot reviews and Karbon G2 reviews) and summarised the main points below.

Pros of Karbon
  • 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.
Cons of Karbon
  • 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.

Karbon pricing

The commentary is based on 35 reviews from Karbon G2 reviews.

Karbon's pricing is generally considered fair and worthwhile, especially for its email triage and workflow management capabilities. Some users find the cost prohibitive, particularly for smaller firms or accessing additional features like Practice Intelligence. However, many believe the increased efficiency and transparency justify the investment.

Users sentiment

Neutral
+0

See the Karbon pricing page.

  • Karbon has a free trial.

Team
$59/month/user

The essential workflow and collaboration tools for small accounting firms.

Business
$89/month/user

Workflow automation and integrations to increase efficiency and visibility for growing practices.

Enterprise
Custom

Collaboration, security and reporting tools for large accounting firms.

Karbon alternatives

  • Logo of Canopy
    karbon vs Canopy
    Better fit for financial institutions. Has a client portal and automated billing features. Growing faster than Karbon. A Karbon competitor and alternative.
    Read more
  • Logo of Perdoo
    Perdoo
    Better for OKR tracking and goal management. Geared towards a broader range of company sizes. Has significantly more momentum in terms of website traffic growth.
    Read more
  • Logo of Trello
    Trello
    Better for individuals, small teams, and those seeking a free plan. More general project management tool, not accounting-specific. Simpler, Kanban-style project management, not full practice management.
    Read more
  • Logo of Glide
    Glide
    Better for recurring tasks and client portal management. A Karbon competitor designed for accounting firms of all sizes.
    Read more
  • Logo of AchieveIt
    AchieveIt
    Better for larger organizations needing strategic planning and execution. Focuses on accountability, progress monitoring, and reporting with dashboards. Karbon alternative; competitor to Karbon. Has slower momentum.
    Read more
  • Logo of SAP S/4HANA Cloud
    SAP S/4HANA Cloud
    Better fit for larger enterprises needing comprehensive ERP and cross-departmental functionalities. A Karbon alternative for firms already in the SAP ecosystem. More complex to implement and has higher costs.
    Read more

Karbon FAQ

  • What is Karbon and what does Karbon do?

    Karbon is a practice management solution for accounting firms that streamlines workflows and boosts team collaboration. It centralizes client communication, automates tasks, and manages projects, time, and billing. Karbon improves efficiency and provides a clear overview of team workloads and project progress.

  • How does Karbon integrate with other tools?

    Karbon integrates with other tools through its open API and various pre-built integrations. It connects with popular applications like Xero, QuickBooks Online, GoProposal, and Zapier, extending its functionality for accounting, proposals, and workflow automation. This allows for seamless data flow and enhanced productivity.

  • What the main competitors of Karbon?

    Top alternatives to Karbon include Canopy, a cloud-based practice management software for accounting firms, and ClickUp, a comprehensive work management platform. Other competitors like Bordio and Rhythm offer similar project management and team collaboration features.

  • Is Karbon legit?

    Yes, Karbon is a legitimate practice management software designed for accounting firms. It's known for its automation features, client management tools, and focus on team collaboration. While some users find the attachment handling and CRM capabilities limited, many praise its customer support and workflow visibility.

  • How much does Karbon cost?

    Karbon pricing starts at $59 per user per month for the Team plan, $89 per user per month for the Business plan, and custom pricing for the Enterprise plan. A free trial is available. Is Karbon worth it? Contact them for a quote to determine if their product pricing fits your needs.

  • Is Karbon customer service good?

    Karbon's customer service is highly regarded. Reviews consistently praise the responsiveness and helpfulness of the support team, highlighting their quick resolutions and proactive approach to addressing issues. Users mention excellent support through various channels and a dedicated customer success manager.

Reviewed 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.